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919 hedge funds and large institutions have $32.6B invested in Exelon in 2020 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 297 increasing their positions, 320 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 75

98% more call options, than puts

Call options by funds: $183M | Put options by funds: $92.8M

19% more capital invested

Capital invested by funds: $27.5B → $32.6B (+$5.12B)

7% more funds holding

Funds holding: 855919 (+64)

0.23% more ownership

Funds ownership: 110.67%110.9% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

7% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 320

Holders
919
Holders Change
+64
Holders Change %
+7.49%
% of All Funds
16.26%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
155
Increased
297
Reduced
320
Closed
75
Calls
$183M
Puts
$92.8M
Net Calls
+$90.6M
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
201
Burney Company
Virginia
$6.64M -$591K -20,019 -8%
PHS
202
Pekin Hardy Strauss
Illinois
$6.62M -$691K -23,400 -10%
HAI
203
Hennessy Advisors Inc
California
$6.6M -$1.1M -37,433 -15%
CCP
204
Clifford Capital Partners
Utah
$6.57M +$73K +2,474 +1%
FHA
205
First Horizon Advisors
Tennessee
$6.31M +$66.1K +2,239 +1%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$6.2M +$120K +4,062 +2%
DnB Asset Management
207
DnB Asset Management
Norway
$6.18M +$228K +7,729 +4%
VFM
208
Viking Fund Management
North Dakota
$6.16M -$1.86M -63,090 -24%
BCV
209
Banque Cantonale Vaudoise
Switzerland
$6.11M -$179K -6,078 -3%
BFA
210
Bragg Financial Advisors
North Carolina
$6.08M +$298K +10,091 +5%
CLOS
211
Compagnie Lombard Odier SCmA
Switzerland
$5.77M -$435K -14,751 -7%
MSA
212
Mason Street Advisors
Wisconsin
$5.68M -$94.9K -3,215 -2%
GAM
213
Gotham Asset Management
New York
$5.68M +$2.07M +70,151 +59%
JMPWA
214
JP Morgan Private Wealth Advisors
California
$5.52M +$189K +6,400 +4%
Macquarie Group
215
Macquarie Group
Australia
$5.5M -$1.26M -42,803 -19%
DILIC
216
Dai-ichi Life Insurance Company
Japan
$5.48M +$2.34M +79,353 +77%
QI
217
QS Investors
New York
$5.45M -$266K -9,002 -5%
HCMT
218
Highland Capital Management (Tennessee)
Tennessee
$5.42M -$323K -10,946 -6%
MLICM
219
Metropolitan Life Insurance Company (MetLife)
New York
$5.34M -$273K -9,260 -5%
Stifel Financial
220
Stifel Financial
Missouri
$5.31M -$639K -21,655 -11%
MOACM
221
Mutual of America Capital Management
New York
$5.19M -$153K -5,177 -3%
SAM
222
Securian Asset Management
Minnesota
$5.18M -$1.67M -56,474 -25%
CS
223
Candriam SCA
Luxembourg
$5.17M +$472K +15,980 +10%
M&T Bank
224
M&T Bank
New York
$5.17M +$50.6K +1,715 +1%
COPPSERS
225
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.15M +$1.31M +44,313 +35%

EXC Hedge Fund Activity: Q4 2020 in Review

919 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2020, worth a combined $32.6B — up 19% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new EXC positions and 75 closed out — a net gain of 80 holders — while 297 added to existing stakes and 320 trimmed.

The largest buyer was Capital International Investors, adding an estimated $738M. The largest seller was Citadel Advisors, cutting an estimated $124M.

  • 919 institutional investors held Exelon (EXC) as of Q4 2020, up from 855 in Q3 2020.
  • Funds reported $32.6B of Exelon stock for Q4 2020, up 19% quarter-over-quarter.
  • 155 funds opened new Exelon positions in Q4 2020 and 75 closed out, a net change of +80 holders.
  • The largest Exelon buyer in Q4 2020 was Capital International Investors, an estimated $738M added.
  • The largest Exelon seller in Q4 2020 was Citadel Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2020.