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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
DWM
951
Darwin Wealth Management
Florida
-$44K -1,706 Closed
RFM
952
Royal Fund Management
Florida
-$38K -1,471 Closed
HR
953
Howe & Rusling
New York
-$38K -1,433 Closed
QAM
954
QCI Asset Management
New York
-$34K -1,298 Closed
BII
955
Bainco International Investors
Massachusetts
-$33K -1,262 Closed
MWM
956
MBE Wealth Management
Wisconsin
-$29K -1,138 Closed
BCM
957
Brooktree Capital Management
Michigan
-$29K -1,122 Closed
AA
958
Advisory Alpha
Michigan
-$27.9K -1,077 Closed
WQ
959
Wealth Quarterback
New Jersey
-$27.3K -1,042 Closed
LFASL
960
Lugano Financial Advisors SA (LFA)
Switzerland
-$28K -823 Closed
MF
961
Manchester Financial
California
-$19K -742 Closed
SL
962
Salomon & Ludwin
Virginia
-$17K -652 Closed
CAN
963
Claraphi Advisory Network
United States
-$13K -489 Closed
CG
964
Cutler Group
California
-$7.43K -280 Closed
GIC
965
Gantzert Investment Company
Illinois
-$7K -280 Closed
LWA
966
Lenox Wealth Advisors
New York
-$7K -252 Closed
FGAM
967
Financial Gravity Asset Management
Texas
-$6.26K -238 Closed
PCA
968
Providence Capital Advisors
North Carolina
-$5K -207 Closed
OFG
969
OmniStar Financial Group
North Carolina
-$4K -151 Closed
RCA
970
Ranch Capital Advisors
Florida
-$3.08K -116 -77%
NR
971
Newfound Research
Massachusetts
-$3K -97 Closed
Kayne Anderson Rudnick Investment Management
972
Kayne Anderson Rudnick Investment Management
California
-$2K -84 Closed
PCTC
973
Perkins Coie Trust Company
Washington
-$1K -20 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.