Exelon
EXC
878 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, 306 increasing their positions, 338 reducing their positions, and 93 closing their positions.
96% more call options, than puts
Call options by funds: $96.6M | Put options by funds: $49.4M
2% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 93
0.23% more ownership
Funds ownership: 111.13% → 111.37% (+0.23%)
0% less funds holding
Funds holding: 881 → 878 (-3)
1% less capital invested
Capital invested by funds: $28.4B → $28.1B (-$297M)
9% less repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 338
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$628M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$523M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$112M |
| 4 |
PG
Pendal Group
Sydney,
Australia
|
+$84.1M |
| 5 |
CM
Corvex Management
New York
|
+$80.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$162M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$148M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$148M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$97.2M |
| 5 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$92.1M |
EXC Hedge Fund Activity: Q2 2020 in Review
878 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2020, worth a combined $28.1B — down 1% from $28.4B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new EXC positions and 93 closed out — a net gain of 2 holders — while 306 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.
- 878 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% quarter-over-quarter.
- 95 funds opened new Exelon positions in Q2 2020 and 93 closed out, a net change of +2 holders.
- 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.