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919 hedge funds and large institutions have $32.6B invested in Exelon in 2020 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 297 increasing their positions, 320 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 75

98% more call options, than puts

Call options by funds: $183M | Put options by funds: $92.8M

19% more capital invested

Capital invested by funds: $27.5B → $32.6B (+$5.12B)

7% more funds holding

Funds holding: 855919 (+64)

0.23% more ownership

Funds ownership: 110.67%110.9% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

7% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 320

Holders
919
Holders Change
+64
Holders Change %
+7.49%
% of All Funds
16.26%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
155
Increased
297
Reduced
320
Closed
75
Calls
$183M
Puts
$92.8M
Net Calls
+$90.6M
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
APWA
851
Atlas Private Wealth Advisors
New Jersey
$15K +$14.2K +482 +1,785%
FA
852
Financial Advantage
Maryland
$14K -$2.15K -73 -14%
PCG
853
Private Capital Group
Connecticut
$14K -$236 -8 -2%
TPWA
854
TRUE Private Wealth Advisors
Oregon
$14K
APP
855
Alpha Paradigm Partners
Illinois
$14K +$14K +475 New
RFA
856
Reilly Financial Advisors
California
$13K -$62.1K -2,103 -83%
CB
857
CNB Bank
Pennsylvania
$13K
CCM
858
Cribstone Capital Management
Maine
$13K
MSFP
859
Mark Sheptoff Financial Planning
Connecticut
$13K
TFM
860
TFC Financial Management
Massachusetts
$13K
TC
861
Truvestments Capital
Florida
$13K
HI
862
Human Investing
Oregon
$12K
AFS
863
Annapolis Financial Services
Maryland
$12K +$11.5K +391 New
FBT
864
First Bank & Trust
South Dakota
$12K +$11.5K +391 New
IHWM
865
Iron Horse Wealth Management
Iowa
$12K +$11.7K +395 New
TWA
866
TCI Wealth Advisors
Arizona
$11K -$42.4K -1,436 -79%
M
867
MOTCO
Texas
$11K -$21.7K -735 -66%
1IA
868
1834 Investment Advisors
Wisconsin
$11K
GAM
869
Gemmer Asset Management
California
$11K
LWANC
870
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
SIM
871
Sonora Investment Management
Arizona
$11K
TF
872
TimeScale Financial
Massachusetts
$11K +$89 +3 +0.8%
LFG
873
Larson Financial Group
Missouri
$11K +$118 +4 +1%
SN
874
Sittner & Nelson
Oregon
$11K +$10.8K +366 New
PG
875
Proffitt & Goodson
Tennessee
$10K -$10.5K -356 -52%

EXC Hedge Fund Activity: Q4 2020 in Review

919 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2020, worth a combined $32.6B — up 19% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new EXC positions and 75 closed out — a net gain of 80 holders — while 297 added to existing stakes and 320 trimmed.

The largest buyer was Capital International Investors, adding an estimated $738M. The largest seller was Citadel Advisors, cutting an estimated $124M.

  • 919 institutional investors held Exelon (EXC) as of Q4 2020, up from 855 in Q3 2020.
  • Funds reported $32.6B of Exelon stock for Q4 2020, up 19% quarter-over-quarter.
  • 155 funds opened new Exelon positions in Q4 2020 and 75 closed out, a net change of +80 holders.
  • The largest Exelon buyer in Q4 2020 was Capital International Investors, an estimated $738M added.
  • The largest Exelon seller in Q4 2020 was Citadel Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2020.