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Constellation Energy

753 hedge funds and large institutions have $15.2B invested in Constellation Energy in 2022 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 207 increasing their positions, 227 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 61

127% more call options, than puts

Call options by funds: $95.6M | Put options by funds: $42.1M

17% more funds holding

Funds holding: 644753 (+109)

6% more capital invested

Capital invested by funds: $14.4B → $15.2B (+$876M)

3.27% more ownership

Funds ownership: 78.33%81.6% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 227

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
753
Holders Change
+109
Holders Change %
+16.93%
% of All Funds
12.69%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
183
Increased
207
Reduced
227
Closed
61
Calls
$95.6M
Puts
$42.1M
Net Calls
+$53.5M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
401
Lakeside Advisors
Washington
$342K -$4.87K -81 -1%
AWA
402
AmeriServ Wealth Advisors
Pennsylvania
$338K -$12.5K -208 -3%
NHC
403
Nicholas Hoffman & Company
Georgia
$338K -$1.68K -28 -0.5%
DADC
404
D.A. Davidson & Co
Montana
$336K -$7.4K -123 -2%
Bessemer Group
405
Bessemer Group
New Jersey
$336K +$84K +1,397 +31%
IC
406
IEQ Capital
California
$334K +$842 +14 +0.2%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$334K +$351K +5,835 New
SFI
408
Siemens Fonds Invest
Germany
$334K +$351K +5,841 New
QI
409
Qtron Investments
Massachusetts
$333K +$349K +5,807 New
IAA
410
Independent Advisor Alliance
North Carolina
$330K +$346K +5,758 New
AAS
411
Ameritas Advisory Services
Nebraska
$326K +$110K +1,829 +47%
RJT
412
Raymond James Trust
Florida
$325K -$13.8K -230 -4%
AF
413
Advisornet Financial
Minnesota
$322K +$338K +5,622 New
DA
414
Doliver Advisors
Texas
$321K -$84K -1,396 -20%
DT
415
Diversified Trust
Tennessee
$321K +$337K +5,599 New
CT
416
Caldwell Trust
Florida
$315K +$254K +4,220 +331%
SFM
417
Systematic Financial Management
New Jersey
$314K +$323K +5,365 +4,625%
IAN
418
Integrated Advisors Network
Texas
$312K -$3.37K -56 -1%
CCP
419
Corient Capital Partners
California
$310K -$32K -532 -9%
WAP
420
Wealthcare Advisory Partners
Pennsylvania
$304K +$319K +5,304 New
GT
421
Greenleaf Trust
Michigan
$303K +$28.5K +474 +10%
MML Investors Services
422
MML Investors Services
Massachusetts
$301K -$36K -598 -10%
CG
423
Caprock Group
Idaho
$301K +$316K +5,262 New
SI
424
Stephens Inc
Arkansas
$298K -$71.7K -1,192 -19%
PTP
425
Platform Technology Partners
New York
$298K +$22.1K +368 +8%

CEG Hedge Fund Activity: Q2 2022 in Review

753 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q2 2022, worth a combined $15.2B — up 6.1% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new CEG positions and 61 closed out — a net gain of 122 holders — while 207 added to existing stakes and 227 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $235M. The largest seller was Invesco, cutting an estimated $190M.

  • 753 institutional investors held Constellation Energy (CEG) as of Q2 2022, up from 644 in Q1 2022.
  • Funds reported $15.2B of Constellation Energy stock for Q2 2022, up 6.1% quarter-over-quarter.
  • 183 funds opened new Constellation Energy positions in Q2 2022 and 61 closed out, a net change of +122 holders.
  • The largest Constellation Energy buyer in Q2 2022 was Fidelity Investments, an estimated $235M added.
  • The largest Constellation Energy seller in Q2 2022 was Invesco, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2022.