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918 hedge funds and large institutions have $34.9B invested in Exelon in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 330 increasing their positions, 325 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $326M | Put options by funds: $144M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.29% more ownership

Funds ownership: 111.87%113.16% (+1.3%)

9% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 70

2% more capital invested

Capital invested by funds: $34B → $34.9B (+$840M)

2% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 325

0% less funds holding

Funds holding: 922918 (-4)

Holders
918
Holders Change
-4
Holders Change %
-0.43%
% of All Funds
15.98%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
76
Increased
330
Reduced
325
Closed
70
Calls
$326M
Puts
$144M
Net Calls
+$182M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.65B +$28.4M +883,297 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.65B -$68.8M -2,138,615 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.17B -$51M -1,583,905 -2%
State Street
4
State Street
Massachusetts
$2.64B -$4.95M -153,784 -0.2%
Capital International Investors
5
Capital International Investors
California
$2.64B +$403M +12,524,343 +18%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.23B +$7.99M +248,327 +0.6%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$1.07B -$51.1M -1,588,430 -4%
Invesco
8
Invesco
Georgia
$888M -$12.3M -380,727 -1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$834M +$84.6M +2,628,511 +11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$707M +$625K +19,422 +0.1%
Franklin Resources
11
Franklin Resources
California
$643M +$27.1M +842,512 +4%
Morgan Stanley
12
Morgan Stanley
New York
$622M +$39.4M +1,223,268 +7%
Northern Trust
13
Northern Trust
Illinois
$505M -$8.59M -266,900 -2%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$465M +$6.31M +195,979 +1%
PI
15
Putnam Investments
Massachusetts
$413M +$1.98M +61,613 +0.5%
Capital Research Global Investors
16
Capital Research Global Investors
California
$381M +$246M +7,640,003 +173%
Legal & General Group
17
Legal & General Group
United Kingdom
$350M -$2.92M -90,649 -0.8%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$350M -$16.2M -502,006 -4%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$332M -$1.11M -34,467 -0.3%
N
20
Nuveen
North Carolina
$278M -$37.4M -1,163,276 -12%
CIA
21
ClearBridge Investments (Australia)
Australia
$258M +$35.1M +1,088,953 +15%
ZP
22
Zimmer Partners
New York
$245M +$60.4M +1,877,558 +32%
PG
23
Pendal Group
Australia
$236M +$26.2M +815,309 +12%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$235M -$16.6M -514,481 -6%
Charles Schwab
25
Charles Schwab
California
$230M +$7.72M +239,933 +3%

EXC Hedge Fund Activity: Q2 2021 in Review

918 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2021, worth a combined $34.9B — up 2.5% from $34B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new EXC positions and 70 closed out — a net gain of 6 holders — while 330 added to existing stakes and 325 trimmed.

The largest buyer was Capital International Investors, adding an estimated $403M. The largest seller was LSV Asset Management, cutting an estimated $118M.

  • 918 institutional investors held Exelon (EXC) as of Q2 2021, down from 922 in Q1 2021.
  • Funds reported $34.9B of Exelon stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 76 funds opened new Exelon positions in Q2 2021 and 70 closed out, a net change of +6 holders.
  • The largest Exelon buyer in Q2 2021 was Capital International Investors, an estimated $403M added.
  • The largest Exelon seller in Q2 2021 was LSV Asset Management, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2021.