Exelon
901 hedge funds and large institutions have $32.7B invested in Exelon in 2018 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 354 increasing their positions, 311 reducing their positions, and 55 closing their positions.
148% more call options, than puts
Call options by funds: $223M | Put options by funds: $90M
53% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 55
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
14% more repeat investments, than reductions
Existing positions increased: 354 | Existing positions reduced: 311
10% more capital invested
Capital invested by funds: $29.6B → $32.7B (+$3.02B)
2% more funds holding
Funds holding: 880 → 901 (+21)
1.24% more ownership
Funds ownership: 110.53% → 111.77% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$447M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$214M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$191M |
| 4 |
JP Morgan Chase
New York
|
+$106M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$77.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$290M |
| 2 |
Morgan Stanley
New York
|
-$183M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$135M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$105M |
| 5 |
Two Sigma Investments
New York
|
-$91.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PHK
951
Point72 Hong Kong
Hong Kong
| – | -$2K | -84 | Closed |
|
|
PWAG
952
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$2K | -70 | Closed |
|
|
MCM
953
Manchester Capital Management
Manchester,
Vermont
| – | -$2K | -56 | Closed |
|
954
Twin Tree Management
Dallas,
Texas
| – | +$29 | +1 | New |
|
EXC Hedge Fund Activity: Q2 2018 in Review
901 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2018, worth a combined $32.7B — up 10% from $29.6B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new EXC positions and 55 closed out — a net gain of 29 holders — while 354 added to existing stakes and 311 trimmed.
The largest buyer was Bank of America, adding an estimated $447M. The largest seller was Fidelity Investments, cutting an estimated $290M.
- 901 institutional investors held Exelon (EXC) as of Q2 2018, up from 880 in Q1 2018.
- Funds reported $32.7B of Exelon stock for Q2 2018, up 10% quarter-over-quarter.
- 84 funds opened new Exelon positions in Q2 2018 and 55 closed out, a net change of +29 holders.
- The largest Exelon buyer in Q2 2018 was Bank of America, an estimated $447M added.
- The largest Exelon seller in Q2 2018 was Fidelity Investments, an estimated $290M sold.
Based on aggregated 13F filings for Q2 2018.