Exelon
970 hedge funds and large institutions have $34.9B invested in Exelon in 2019 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 322 increasing their positions, 386 reducing their positions, and 99 closing their positions.
103% more call options, than puts
Call options by funds: $211M | Put options by funds: $104M
25% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 99
1% more funds holding
Funds holding: 963 → 970 (+7)
0.39% less ownership
Funds ownership: 110.88% → 110.49% (-0.39%)
6% less capital invested
Capital invested by funds: $37.1B → $34.9B (-$2.17B)
17% less repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 386
39% less funds holding in top 10
Funds holding in top 10: 18 → 11 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$977M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$354M |
| 3 |
Two Sigma Advisers
New York
|
+$196M |
| 4 |
D.E. Shaw & Co
New York
|
+$154M |
| 5 |
Two Sigma Investments
New York
|
+$137M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$464M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$185M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$178M |
| 4 |
Jennison Associates
New York
|
-$163M |
| 5 |
JP Morgan Chase
New York
|
-$160M |
EXC Hedge Fund Activity: Q4 2019 in Review
970 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2019, worth a combined $34.9B — down 5.9% from $37.1B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new EXC positions and 99 closed out — a net gain of 25 holders — while 322 added to existing stakes and 386 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $977M. The largest seller was Bank of America, cutting an estimated $464M.
- 970 institutional investors held Exelon (EXC) as of Q4 2019, up from 963 in Q3 2019.
- Funds reported $34.9B of Exelon stock for Q4 2019, down 5.9% quarter-over-quarter.
- 124 funds opened new Exelon positions in Q4 2019 and 99 closed out, a net change of +25 holders.
- The largest Exelon buyer in Q4 2019 was Wellington Management Group, an estimated $977M added.
- The largest Exelon seller in Q4 2019 was Bank of America, an estimated $464M sold.
Based on aggregated 13F filings for Q4 2019.