Exelon
978 hedge funds and large institutions have $34.7B invested in Exelon in 2018 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 337 increasing their positions, 355 reducing their positions, and 69 closing their positions.
106% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 69
70% more call options, than puts
Call options by funds: $175M | Put options by funds: $103M
47% more funds holding in top 10
Funds holding in top 10: 17 → 25 (+8)
7% more funds holding
Funds holding: 915 → 978 (+63)
1.33% more ownership
Funds ownership: 111.54% → 112.87% (+1.3%)
3% more capital invested
Capital invested by funds: $33.5B → $34.7B (+$1.17B)
5% less repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 355
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$148M |
| 2 |
Swedbank
Stockholm,
Sweden
|
+$116M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$114M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$109M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
+$94.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$168M |
| 2 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$125M |
| 3 |
Goldman Sachs
New York
|
-$120M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$118M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$108M |
EXC Hedge Fund Activity: Q4 2018 in Review
978 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2018, worth a combined $34.7B — up 3.5% from $33.5B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new EXC positions and 69 closed out — a net gain of 73 holders — while 337 added to existing stakes and 355 trimmed.
The largest buyer was BlackRock, adding an estimated $148M. The largest seller was T. Rowe Price Associates, cutting an estimated $168M.
- 978 institutional investors held Exelon (EXC) as of Q4 2018, up from 915 in Q3 2018.
- Funds reported $34.7B of Exelon stock for Q4 2018, up 3.5% quarter-over-quarter.
- 142 funds opened new Exelon positions in Q4 2018 and 69 closed out, a net change of +73 holders.
- The largest Exelon buyer in Q4 2018 was BlackRock, an estimated $148M added.
- The largest Exelon seller in Q4 2018 was T. Rowe Price Associates, an estimated $168M sold.
Based on aggregated 13F filings for Q4 2018.