Exelon
EXC
964 hedge funds and large institutions have $37.1B invested in Exelon in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 376 increasing their positions, 364 reducing their positions, and 92 closing their positions.
163% more call options, than puts
Call options by funds: $214M | Put options by funds: $81.4M
3% more repeat investments, than reductions
Existing positions increased: 376 | Existing positions reduced: 364
0% less capital invested
Capital invested by funds: $37.2B → $37.1B (-$101M)
1.29% less ownership
Funds ownership: 112.17% → 110.88% (-1.3%)
4% less funds holding
Funds holding: 1,003 → 964 (-39)
18% less funds holding in top 10
Funds holding in top 10: 22 → 18 (-4)
35% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 92
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$301M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$149M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$105M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$97.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$265M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$158M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$158M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$92.5M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$84.7M |
EXC Hedge Fund Activity: Q3 2019 in Review
964 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2019, worth a combined $37.1B — down 0.27% from $37.2B a quarter earlier.
Sellers outnumbered buyers: 92 funds closed out of EXC and 60 opened new positions — a net loss of 32 holders — while 364 trimmed existing stakes and 376 added.
The largest buyer was Capital International Investors, adding an estimated $301M. The largest seller was JP Morgan Chase, cutting an estimated $265M.
- 964 institutional investors held Exelon (EXC) as of Q3 2019, down from 1,003 in Q2 2019.
- Funds reported $37.1B of Exelon stock for Q3 2019, down 0.27% quarter-over-quarter.
- 60 funds opened new Exelon positions in Q3 2019 and 92 closed out, a net change of -32 holders.
- The largest Exelon buyer in Q3 2019 was Capital International Investors, an estimated $301M added.
- The largest Exelon seller in Q3 2019 was JP Morgan Chase, an estimated $265M sold.
Based on aggregated 13F filings for Q3 2019.