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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
EWA
901
Evolution Wealth Advisors
Florida
$4K +$1.56K +53 +74%
SWP
902
ShoreHaven Wealth Partners
New Jersey
$4K +$3.81K +129 New
LAS
903
Lloyd Advisory Services
Georgia
$4K +$3.84K +130 New
BDWCC
904
B&D White Capital Company
Texas
$4K +$4.54K +154 New
WPA
905
West Paces Advisors
Georgia
$3.88K
OC
906
Oakworth Capital
Alabama
$3K
SIS
907
Sound Income Strategies
Florida
$2K
TCM
908
Tradewinds Capital Management
Washington
$2K
HS
909
Horan Securities
United States
$2K +$1.74K +59 New
RCA
910
Ranch Capital Advisors
Florida
$1K
WOC
911
West Oak Capital
California
$1K
AWG
912
Altus Wealth Group
Colorado
$1K +$1.21K +41 New
BSSFA
913
Baron Silver Stevens Financial Advisors
Florida
$1K +$1.21K +41 New
LWCFA
914
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K +$1.24K +42 New
RA
915
Resolute Advisors
California
$1K +$1.27K +43 New
CBTWT
916
Community Bank & Trust (Waco, Texas)
Texas
$865 +$92K +3,116 +12%
TI
917
tru Independence
Oregon
$26 +$25.2K +855 New
FTCM
918
Fir Tree Capital Management
New York
-$57.9M -2,270,754 Closed
Voloridge Investment Management
919
Voloridge Investment Management
Florida
-$43.7M -1,712,498 Closed
RPI
920
Railway Pension Investments
United Kingdom
-$14.2M -556,344 Closed
PC
921
PointState Capital
New York
-$6.45M -253,033 Closed
TI
922
Trexquant Investment
Connecticut
-$4.93M -193,221 Closed
SGDR
923
SPX Gestao de Recursos
Brazil
-$4.6M -180,437 Closed
DA
924
Duality Advisers
Florida
-$3.81M -149,481 Closed
YCM
925
Yaupon Capital Management
New York
-$3.51M -137,536 Closed

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.