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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
VNA
876
Valley National Advisers
Pennsylvania
$10K -$8.29K -281 -46%
TC
877
Trust Company
Kansas
$10K
DOA
878
D'Orazio & Associates
Virginia
$10K +$89 +3 +0.9%
DWMG
879
DB Wealth Management Group
California
$10K +$10.2K +345 New
CMA
880
Cedar Mountain Advisors
Oregon
$9K -$9.27K -314 -50%
FMP
881
Financial Management Professionals
Texas
$9K
GLLW
882
Graves Light Lenhart Wealth
Virginia
$9K +$8.74K +296 New
AP
883
Atwood & Palmer
Missouri
$8K
CWC
884
Carolinas Wealth Consulting
North Carolina
$8K
FWM
885
Filbrandt Wealth Management
Wisconsin
$8K
HWA
886
Heritage Wealth Advisors
Virginia
$8K
SL
887
Savior LLC
Massachusetts
$8K
ADIM
888
Alpha DNA Investment Management
Maryland
$8K +$8.26K +280 New
BHWM
889
Bay Harbor Wealth Management
Maryland
$7K
CTB
890
Country Trust Bank
Illinois
$7K
ADL
891
Asset Dedication LLC
California
$6K -$2.36K -80 -30%
APW
892
Acima Private Wealth
Virginia
$6K
BWP
893
Baldwin Wealth Partners
Massachusetts
$6K
CFD
894
Creative Financial Designs
Indiana
$6K
RA
895
Reby Advisors
Connecticut
$6K +$5.78K +196 New
SIAG
896
Safeguard Investment Advisory Group
California
$6K +$6.26K +212 New
CAL
897
Capital Advisors Ltd
Ohio
$5K +$30 +1 +0.6%
CWA
898
Clearview Wealth Advisors
Oregon
$5K +$4.46K +151 New
TIAM2
899
Tru Independence Asset Management 2
Oregon
$5K +$5.02K +170 New
AWM
900
AllSquare Wealth Management
New York
$4K -$54.5K -1,847 -93%

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.