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Constellation Energy
CEG

1,174 hedge funds and large institutions have $47.9B invested in Constellation Energy in 2024 Q1 according to their latest regulatory filings, with 272 funds opening new positions, 340 increasing their positions, 373 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more first-time investments, than exits

New positions opened: 272 | Existing positions closed: 90

88% more funds holding in top 10

Funds holding in top 10: 8 → 15 (+7)

54% more capital invested

Capital invested by funds: $31.1B → $47.9B (+$16.8B)

31% more call options, than puts

Call options by funds: $481M | Put options by funds: $368M

17% more funds holding

Funds holding: 1,003 → 1,174 (+171)

9% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 373

1.37% less ownership

Funds ownership: 83.37% → 82% (-1.4%)

Holders
1,174
Holders Change
+171
Holders Change %
+17.05%
% of All Funds
16.91%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
272
Increased
340
Reduced
373
Closed
90
Calls
$481M
Puts
$368M
Net Calls
+$113M
Net Calls Change
+$106M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$709M
2
Coatue Management
Coatue Management
New York
+$291M
3
GQG Partners
GQG Partners
Florida
+$252M
4
SCM
Steadfast Capital Management
New York
+$166M
5
Alkeon Capital Management
Alkeon Capital Management
New York
+$148M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$609M
2
OAG
Orbis Allan Gray
Bermuda
-$433M
3
Capital World Investors
Capital World Investors
California
-$226M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
5
State Street
State Street
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
301
Shell Asset Management
Netherlands
$3.65M +$921K +6,489 +55%
AWS
302
Atria Wealth Solutions
New York
$3.57M +$2.18M +15,343 +386%
Walleye Trading
303
Walleye Trading
New York
$3.56M +$219K +1,541 +9%
RFC
304
Regions Financial Corp
Alabama
$3.52M -$69.2K -487 -2%
SAM
305
Securian Asset Management
Minnesota
$3.48M -$199K -1,398 -7%
EI
306
Ethic Inc
New York
$3.47M -$456K -3,214 -15%
BBA
307
Baader Bank Aktiengesellschaft
Germany
$3.42M -$1.66M -11,667 -39%
N
308
Natixis
France
$3.42M -$3.5M -24,661 -57%
MGP
309
Metis Global Partners
California
$3.41M -$336K -2,368 -11%
CB
310
Commerce Bank
Missouri
$3.36M +$51K +359 +2%
EFMC
311
Empire Financial Management Company
New York
$3.31M -$142K -1,000 -5%
NIM
312
NEOS Investment Management
Connecticut
$3.3M +$414K +2,917 +20%
NEI
313
Northwest & Ethical Investments
Ontario, Canada
$3.27M +$909K +6,399 +57%
GCM
314
Gunderson Capital Management
South Carolina
$3.26M -$199K -1,402 -7%
PAG
315
Private Advisor Group
New Jersey
$3.25M +$65.3K +460 +3%
Wolverine Trading
316
Wolverine Trading
Illinois
$3.25M +$1.82M +12,843 +273%
DILIC
317
Dai-ichi Life Insurance Company
Japan
$3.24M – – –
LNC
318
Lincoln National Corp
Pennsylvania
$3.17M +$567K +3,990 +30%
Squarepoint
319
Squarepoint
New York
$3.17M +$1.2M +8,482 +98%
HP
320
Hartree Partners
New York
$3.16M – – –
HCM
321
Huber Capital Management
California
$3.13M -$239K -1,682 -9%
SSA
322
Schonfeld Strategic Advisors
New York
$3.11M +$2.39M +16,849 New
MFIM
323
Mesirow Financial Investment Management
Illinois
$3.11M +$347K +2,441 +17%
CD
324
Chapin Davis
Maryland
$3.07M -$31.1K -219 -1%
CCWA
325
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.04M -$8.24K -58 -0.4%
11 12
13
14 15

CEG Hedge Fund Activity: Q1 2024 in Review

1,174 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q1 2024, worth a combined $47.9B — up 54% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 272 funds opened new CEG positions and 90 closed out — a net gain of 182 holders — while 340 added to existing stakes and 373 trimmed.

The largest buyer was Franklin Resources, adding an estimated $709M. The largest seller was Morgan Stanley, cutting an estimated $609M.

  • 1,174 institutional investors held Constellation Energy (CEG) as of Q1 2024, up from 1,003 in Q4 2023.
  • Funds reported $47.9B of Constellation Energy stock for Q1 2024, up 54% quarter-over-quarter.
  • 272 funds opened new Constellation Energy positions in Q1 2024 and 90 closed out, a net change of +182 holders.
  • The largest Constellation Energy buyer in Q1 2024 was Franklin Resources, an estimated $709M added.
  • The largest Constellation Energy seller in Q1 2024 was Morgan Stanley, an estimated $609M sold.

Based on aggregated 13F filings for Q1 2024.