Exelon
EXC
1,003 hedge funds and large institutions have $37.2B invested in Exelon in 2019 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 358 increasing their positions, 396 reducing their positions, and 76 closing their positions.
139% more call options, than puts
Call options by funds: $168M | Put options by funds: $70.4M
11% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 76
1% less funds holding
Funds holding: 1,009 → 1,003 (-6)
10% less repeat investments, than reductions
Existing positions increased: 358 | Existing positions reduced: 396
1.74% less ownership
Funds ownership: 113.91% → 112.17% (-1.7%)
5% less capital invested
Capital invested by funds: $39.3B → $37.2B (-$2.06B)
8% less funds holding in top 10
Funds holding in top 10: 24 → 22 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$292M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$152M |
| 3 |
JP Morgan Chase
New York
|
+$125M |
| 4 |
BlackRock
New York
|
+$76.8M |
| 5 |
Squarepoint
New York
|
+$58.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$146M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$104M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$100M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$99.5M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
-$70.1M |
EXC Hedge Fund Activity: Q2 2019 in Review
1,003 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2019, worth a combined $37.2B — down 5.3% from $39.3B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new EXC positions and 76 closed out — a net gain of 8 holders — while 358 added to existing stakes and 396 trimmed.
The largest buyer was Nuveen, adding an estimated $292M. The largest seller was AQR Capital Management, cutting an estimated $146M.
- 1,003 institutional investors held Exelon (EXC) as of Q2 2019, down from 1,009 in Q1 2019.
- Funds reported $37.2B of Exelon stock for Q2 2019, down 5.3% quarter-over-quarter.
- 84 funds opened new Exelon positions in Q2 2019 and 76 closed out, a net change of +8 holders.
- The largest Exelon buyer in Q2 2019 was Nuveen, an estimated $292M added.
- The largest Exelon seller in Q2 2019 was AQR Capital Management, an estimated $146M sold.
Based on aggregated 13F filings for Q2 2019.