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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
Voloridge Investment Management
176
Voloridge Investment Management
Florida
$8.4M +$8.62M +324,635 New
ASRS
177
Arizona State Retirement System
Arizona
$8.31M -$3.46M -130,131 -29%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$8.3M -$2.16M -81,170 -20%
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
$8.29M +$1.1M +41,559 +15%
WBC
180
Westpac Banking Corp
Australia
$7.96M -$4.63M -174,547 -36%
DIA
181
Davidson Investment Advisors
Montana
$7.86M +$8.06M +303,680 New
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$7.78M -$121K -4,565 -1%
HAI
183
Hennessy Advisors Inc
California
$7.65M +$320K +12,057 +4%
ERSOT
184
Employees Retirement System of Texas
Texas
$7.6M +$1.05M +39,712 +16%
Comerica Bank
185
Comerica Bank
Texas
$7.59M -$1.08M -40,833 -13%
HCM
186
Huber Capital Management
California
$7.57M -$3.7M -139,359 -32%
NIPH
187
NN Investment Partners Holdings
Netherlands
$7.54M -$1.6M -60,302 -17%
VI
188
Vestcor Inc
New Brunswick, Canada
$7.43M -$274K -10,317 -3%
LPL Financial
189
LPL Financial
California
$7.33M +$513K +19,311 +7%
State of Tennessee, Department of Treasury
190
State of Tennessee, Department of Treasury
Tennessee
$7.27M -$1.05M -39,552 -12%
Skandinaviska Enskilda Banken (SEB)
191
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.22M -$14.5M -547,024 -66%
BC
192
Burney Company
Virginia
$7.01M +$56.3K +2,122 +0.8%
SAM
193
Storebrand Asset Management
Norway
$6.98M -$817K -30,778 -10%
SAM
194
Securian Asset Management
Minnesota
$6.98M -$569K -21,431 -7%
ZCM
195
Ziegler Capital Management
Illinois
$6.9M +$2.22M +83,559 +46%
RJFSA
196
Raymond James Financial Services Advisors
Florida
$6.85M -$389K -14,652 -5%
AAF
197
Andra AP-fonden
Sweden
$6.81M +$2.85M +107,393 +69%
Stifel Financial
198
Stifel Financial
Missouri
$6.75M +$1.75M +65,985 +34%
URS
199
Utah Retirement Systems
Utah
$6.73M +$18.6K +701 +0.3%
TF
200
TIAA FSB
Florida
$6.73M +$1.39M +52,524 +25%

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.