We are live on ! Find out more

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.52B -$37.6M -1,272,738 -1%
BlackRock
2
BlackRock
New York
$3.26B +$205M +6,960,906 +7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.18B -$113M -3,820,325 -3%
State Street
4
State Street
Massachusetts
$2.53B -$111M -3,751,851 -4%
Capital International Investors
5
Capital International Investors
California
$1.98B +$738M +25,012,052 +61%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.13B -$121M -4,115,735 -10%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$932M +$59.6M +2,018,613 +7%
Invesco
8
Invesco
Georgia
$932M -$54M -1,831,098 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$652M +$7.06M +239,310 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$635M +$29.9M +1,014,671 +5%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$557M -$54.8M -1,855,395 -9%
Franklin Resources
12
Franklin Resources
California
$546M -$51.8K -1,754 -0%
Northern Trust
13
Northern Trust
Illinois
$519M -$9.31M -315,506 -2%
Morgan Stanley
14
Morgan Stanley
New York
$497M +$167M +5,643,385 +52%
LSV Asset Management
15
LSV Asset Management
Illinois
$412M -$37.9M -1,285,074 -9%
PI
16
Putnam Investments
Massachusetts
$378M +$56.7M +1,921,949 +18%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$367M -$6.58M -222,874 -2%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$342M -$75M -2,540,849 -18%
Legal & General Group
19
Legal & General Group
United Kingdom
$336M +$12.4M +418,504 +4%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$331M +$6.25M +211,831 +2%
N
21
Nuveen
North Carolina
$316M -$18.6M -631,343 -6%
Fidelity International
22
Fidelity International
Bermuda
$263M -$11.8M -398,482 -4%
UBS AM
23
UBS AM
Illinois
$228M +$13.6M +460,376 +6%
Charles Schwab
24
Charles Schwab
California
$215M -$934K -31,660 -0.4%
PPA
25
Parametric Portfolio Associates
Washington
$189M +$6.78M +229,814 +4%

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.