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877 hedge funds and large institutions have $28.1B invested in Exelon in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 305 increasing their positions, 338 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $96.6M | Put options by funds: $49.4M

1% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 94

0.04% more ownership

Funds ownership: 111.49%111.53% (+0.04%)

0% less funds holding

Funds holding: 881877 (-4)

1% less capital invested

Capital invested by funds: $28.5B → $28.1B (-$378M)

10% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 338

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
877
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
17.98%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.18%
New
95
Increased
305
Reduced
338
Closed
94
Calls
$96.6M
Puts
$49.4M
Net Calls
+$47.3M
Net Calls Change
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
926
Bay Colony Advisors
Massachusetts
-$263K -10,000 Closed
SW
927
SlateStone Wealth
Florida
-$246K -9,360 Closed
Verition Fund Management
928
Verition Fund Management
Connecticut
-$239K -9,105 Closed
AIM
929
Aigen Investment Management
New York
-$237K -9,033 Closed
DWM
930
Doyle Wealth Management
Florida
-$229K -8,722 Closed
BIA
931
Bigelow Investment Advisors
Maine
-$224K -8,527 Closed
EFS
932
Essex Financial Services
Connecticut
-$223K -8,491 Closed
CWM
933
Chesapeake Wealth Management
Virginia
-$218K -8,298 Closed
IC
934
IEQ Capital
California
-$213K -8,143 Closed
GSBTD
935
Glenview State Bank Trust Department
Illinois
-$205K -7,820 Closed
TYCC
936
Texas Yale Capital Corp
Florida
-$203K -7,719 Closed
FI
937
FormulaFolio Investments
Michigan
-$202K -7,696 Closed
FNT
938
First National Trust
Pennsylvania
-$200K -7,634 Closed
TCWM
939
Total Clarity Wealth Management
Illinois
-$200K -7,606 Closed
ASN
940
Advisory Services Network
Georgia
-$177K -6,759 Closed
KFI
941
Key Financial Inc
Pennsylvania
-$174K -6,553 Closed
SMFS
942
Squar Milner Financial Services
California
-$163K -6,239 Closed
CWM
943
Centric Wealth Management
Illinois
-$201K -5,909 Closed
PHK
944
Point72 Hong Kong
Hong Kong
-$148K -5,650 Closed
IUHSA
945
Itau Unibanco Holding S.A.
Brazil
-$104K -3,954 Closed
CC
946
Cognios Capital
Kansas
-$87K -3,330 Closed
GSWM
947
Golden State Wealth Management
California
-$64K -2,455 Closed
EWM
948
EPG Wealth Management
Georgia
-$59K -2,260 Closed
NSB
949
Norway Savings Bank
Maine
-$55K -2,109 Closed
NFG
950
Next Financial Group
Texas
-$54K -2,054 Closed

EXC Hedge Fund Activity: Q2 2020 in Review

877 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2020, worth a combined $28.1B — down 1.3% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EXC positions and 94 closed out — a net gain of 1 holder — while 305 added to existing stakes and 338 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $628M. The largest seller was Fidelity Investments, cutting an estimated $162M.

  • 877 institutional investors held Exelon (EXC) as of Q2 2020, down from 881 in Q1 2020.
  • Funds reported $28.1B of Exelon stock for Q2 2020, down 1.3% quarter-over-quarter.
  • 95 funds opened new Exelon positions in Q2 2020 and 94 closed out, a net change of +1 holder.
  • The largest Exelon buyer in Q2 2020 was T. Rowe Price Associates, an estimated $628M added.
  • The largest Exelon seller in Q2 2020 was Fidelity Investments, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2020.