Exelon
855 hedge funds and large institutions have $27.5B invested in Exelon in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 270 increasing their positions, 349 reducing their positions, and 100 closing their positions.
151% more call options, than puts
Call options by funds: $150M | Put options by funds: $59.9M
0.86% less ownership
Funds ownership: 111.53% → 110.67% (-0.86%)
2% less capital invested
Capital invested by funds: $28.1B → $27.5B (-$620M)
3% less funds holding
Funds holding: 877 → 855 (-22)
16% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 100
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
23% less repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 349
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$222M |
| 2 |
Morgan Stanley
New York
|
+$137M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$111M |
| 4 |
ZP
Zimmer Partners
New York
|
+$95.3M |
| 5 |
Bank of New York Mellon
New York
|
+$85.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$122M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$114M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$108M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$107M |
| 5 |
Goldman Sachs
New York
|
-$72.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WR
951
Watson Rebecca
| – | -$2K | -77 | Closed |
|
952
Bank Julius Baer & Co
Zurich,
Switzerland
| – | -$2K | -67 | Closed |
|
|
AIM
953
Anchor Investment Management
Columbia,
South Carolina
| – | -$1.45K | -56 | Closed |
|
|
EI
954
Ellevest Inc
New York
| – | -$1K | -31 | Closed |
|
|
NC
955
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$1K | -31 | Closed |
|
|
TFA
956
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -1 | Closed |
|
EXC Hedge Fund Activity: Q3 2020 in Review
855 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2020, worth a combined $27.5B — down 2.2% from $28.1B a quarter earlier.
Sellers outnumbered buyers: 100 funds closed out of EXC and 84 opened new positions — a net loss of 16 holders — while 349 trimmed existing stakes and 270 added.
The largest buyer was Franklin Resources, adding an estimated $222M. The largest seller was Nordea Investment Management, cutting an estimated $122M.
- 855 institutional investors held Exelon (EXC) as of Q3 2020, down from 877 in Q2 2020.
- Funds reported $27.5B of Exelon stock for Q3 2020, down 2.2% quarter-over-quarter.
- 84 funds opened new Exelon positions in Q3 2020 and 100 closed out, a net change of -16 holders.
- The largest Exelon buyer in Q3 2020 was Franklin Resources, an estimated $222M added.
- The largest Exelon seller in Q3 2020 was Nordea Investment Management, an estimated $122M sold.
Based on aggregated 13F filings for Q3 2020.