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922 hedge funds and large institutions have $34B invested in Exelon in 2021 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 330 increasing their positions, 329 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $217M | Put options by funds: $113M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

15% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 87

4% more capital invested

Capital invested by funds: $32.6B → $34B (+$1.42B)

0.97% more ownership

Funds ownership: 110.9%111.87% (+0.97%)

0% more funds holding

Funds holding: 919922 (+3)

0% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 329

Holders
922
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
16.19%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
100
Increased
330
Reduced
329
Closed
87
Calls
$217M
Puts
$113M
Net Calls
+$104M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$18M +$78.8K +2,621 +0.5%
KBC Group
127
KBC Group
Belgium
$17.8M -$607K -20,186 -3%
GF
128
Gabelli Funds
New York
$17.8M -$211K -7,010 -1%
SO
129
STRS Ohio
Ohio
$17.8M -$438K -14,590 -3%
MSE
130
MUFG Securities EMEA
United Kingdom
$17.5M -$6.53M -217,310 -28%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$17.2M +$9.14M +304,179 +123%
SSA
132
Schonfeld Strategic Advisors
New York
$16.5M +$11.3M +376,039 +244%
UIM
133
USS Investment Management
United Kingdom
$16.5M
Royal London Asset Management
134
Royal London Asset Management
United Kingdom
$15.9M +$881K +29,314 +6%
Mirae Asset Global Investments
135
Mirae Asset Global Investments
South Korea
$15.8M -$998K -33,228 -6%
WRF
136
Waddell & Reed Financial
Kansas
$15.7M -$4.85M -161,532 -24%
DekaBank Deutsche Girozentrale
137
DekaBank Deutsche Girozentrale
Germany
$15.6M -$1.22M -40,710 -7%
Janus Henderson Group
138
Janus Henderson Group
United Kingdom
$15.4M -$20.1M -670,393 -58%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$14.8M -$380K -12,656 -3%
WCM
140
Wedge Capital Management
North Carolina
$14.4M -$1.93M -64,109 -12%
Mitsubishi UFJ Asset Management
141
Mitsubishi UFJ Asset Management
Japan
$14.4M +$1.88M +62,685 +16%
DSC
142
Donald Smith & Co
New York
$14.2M +$13.7M +456,023 New
Aviva
143
Aviva
United Kingdom
$14.2M +$55.1K +1,835 +0.4%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$14M +$989K +32,900 +8%
SEI Investments
145
SEI Investments
Pennsylvania
$12.8M -$1.74M -57,933 -12%
AAF
146
Andra AP-fonden
Sweden
$12.7M +$1.62M +53,977 +15%
PSP
147
Principal Street Partners
Tennessee
$12.7M +$8.16M +271,643 +201%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
148
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.4M +$2.95M +98,023 +33%
American Century Companies
149
American Century Companies
Missouri
$12.1M +$234K +7,793 +2%
ASRS
150
Arizona State Retirement System
Arizona
$12M -$263K -8,743 -2%

EXC Hedge Fund Activity: Q1 2021 in Review

922 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2021, worth a combined $34B — up 4.4% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new EXC positions and 87 closed out — a net gain of 13 holders — while 330 added to existing stakes and 329 trimmed.

The largest buyer was BlackRock, adding an estimated $192M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $120M.

  • 922 institutional investors held Exelon (EXC) as of Q1 2021, up from 919 in Q4 2020.
  • Funds reported $34B of Exelon stock for Q1 2021, up 4.4% quarter-over-quarter.
  • 100 funds opened new Exelon positions in Q1 2021 and 87 closed out, a net change of +13 holders.
  • The largest Exelon buyer in Q1 2021 was BlackRock, an estimated $192M added.
  • The largest Exelon seller in Q1 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2021.