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Constellation Energy
CEG

Overview Fund Activity

997 hedge funds and large institutions have $31B invested in Constellation Energy in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 335 increasing their positions, 314 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+101
Holders Change %
+11.27%
% of All Funds
14.61%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
167
Increased
335
Reduced
314
Closed
53
Calls
$101M
Puts
$93.3M
Net Calls
+$7.3M
Net Calls Change
+$14M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$543M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$217M
3
Barclays
Barclays
United Kingdom
+$84.5M
4
Invesco
Invesco
Georgia
+$54.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$388M
2
Capital International Investors
Capital International Investors
California
-$185M
3
SCA
Southpoint Capital Advisors
New York
-$104M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$100M
5
AIM
Artemis Investment Management
United Kingdom
-$99.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
376
Wealthspire Advisors (New York)
New York
$1.18M +$19.5K +167 +2%
FFWA
377
FRG Family Wealth Advisors
Washington
$1.16M -$286K -2,449 -20%
Carson Wealth (CWM LLC)
378
Carson Wealth (CWM LLC)
Nebraska
$1.14M +$77K +659 +7%
UCFA
379
United Capital Financial Advisors
Texas
$1.13M +$732K +6,266 +184%
National Bank of Canada
380
National Bank of Canada
Quebec, Canada
$1.13M -$183K -1,588 -14%
MCB
381
Morton Community Bank
Illinois
$1.13M +$1.13M +9,627 New
RC
382
Resolution Capital
Australia
$1.11M – – –
SPIA
383
Steward Partners Investment Advisory
New York
$1.11M +$6.43K +55 +0.6%
MFG
384
MidWestOne Financial Group
Iowa
$1.08M -$211K -1,803 -16%
OC
385
Oppenheimer & Co
New York
$1.05M +$153K +1,310 +17%
UOC
386
UBS O'Connor
Illinois
$1.05M +$1.05M +9,000 New
KWM
387
Kingsview Wealth Management
Oregon
$1.03M +$81.9K +701 +9%
Squarepoint
388
Squarepoint
New York
$1.01M -$8.77K -75 -0.9%
BCM
389
Brookstone Capital Management
Illinois
$1.01M -$234 -2 -0%
SGI
390
Summit Global Investments
Utah
$999K +$999K +8,546 New
BSW
391
Buckingham Strategic Wealth
Missouri
$994K +$49.7K +425 +5%
SCP
392
Stamos Capital Partners
California
$992K -$1.05M -8,990 -51%
FI
393
FJ Investments
Utah
$982K +$982K +8,400 New
BFA
394
Bragg Financial Advisors
North Carolina
$959K -$42K -359 -4%
HNB
395
Huntington National Bank
Ohio
$959K -$432K -3,695 -31%
SA
396
Shilanski & Associates
Alaska
$949K +$56K +479 +6%
JPWM
397
Jamison Private Wealth Management
Georgia
$943K -$85.9K -735 -8%
QCM
398
Qsemble Capital Management
New York
$937K -$162K -1,382 -15%
ACM
399
Argyle Capital Management
Pennsylvania
$919K -$162K -1,382 -15%
SFA
400
Sequoia Financial Advisors
Ohio
$916K +$426K +3,648 +87%
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16
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