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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
CIP
376
Chartwell Investment Partners
Pennsylvania
$2.14M -$309K -2,173 -16%
CGIM
377
Capital Group Investment Management
Singapore
$2.13M -$7.16M -50,411 -81%
CCP
378
Cunning Capital Partners
North Carolina
$2.02M – – –
TA
379
TKG Advisors
Indiana
$2.02M +$1.55M +10,947 New
CIA
380
Covington Investment Advisors
Pennsylvania
$2.02M -$9.66K -68 -0.6%
VCAM
381
Van Cleef Asset Management
Ohio
$2.02M -$30.2K -213 -2%
BBVA
382
Banco Bilbao Vizcaya Argentaria
Spain
$1.97M +$3.98K +28 +0.3%
SO
383
STRS Ohio
Ohio
$1.95M -$811K -5,708 -35%
KRSITF
384
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.95M -$119K -838 -7%
WANY
385
Wealthspire Advisors (New York)
New York
$1.93M +$57.9K +408 +4%
AAMA
386
Advanced Asset Management Advisors
Ohio
$1.88M +$1.45M +10,191 New
NMIMC
387
Northwestern Mutual Investment Management Company
Wisconsin
$1.87M +$3.69K +26 +0.3%
CI
388
Cavalier Investments
Georgia
$1.86M +$1.43M +10,080 New
CIBC World Market
389
CIBC World Market
Ontario, Canada
$1.85M -$200K -1,405 -12%
CHM
390
Collaborative Holdings Management
New York
$1.85M +$1.42M +10,000 New
WAM
391
WT Asset Management
Hong Kong
$1.85M +$1.42M +10,000 New
PCMU
392
Paragon Capital Management (Utah)
Utah
$1.85M -$907K -6,389 -39%
SFM
393
Systematic Financial Management
New Jersey
$1.84M +$640K +4,510 +83%
MCB
394
Morton Community Bank
Illinois
$1.83M +$41.3K +291 +3%
UM
395
UniSuper Management
Australia
$1.81M +$976K +6,872 +237%
SPIA
396
Steward Partners Investment Advisory
New York
$1.76M +$10.4K +73 +0.8%
FFWA
397
FRG Family Wealth Advisors
Washington
$1.76M -$60.5K -426 -4%
Man Group
398
Man Group
United Kingdom
$1.76M -$15.3M -107,823 -92%
PGFC
399
Peapack-Gladstone Financial Corp
New Jersey
$1.75M -$86.5K -609 -6%
RWB
400
RMR Wealth Builders
New Jersey
$1.72M +$829K +5,836 +169%
14 15
16
17 18

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.