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Constellation Energy

874 hedge funds and large institutions have $23.1B invested in Constellation Energy in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 271 increasing their positions, 300 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 69

47% more call options, than puts

Call options by funds: $73.4M | Put options by funds: $49.8M

6% more funds holding

Funds holding: 821874 (+53)

4% more capital invested

Capital invested by funds: $22.3B → $23.1B (+$844M)

0.14% more ownership

Funds ownership: 82.18%82.31% (+0.14%)

10% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 300

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

Holders
874
Holders Change
+53
Holders Change %
+6.46%
% of All Funds
14.05%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.4%
New
137
Increased
271
Reduced
300
Closed
69
Calls
$73.4M
Puts
$49.8M
Net Calls
+$23.6M
Net Calls Change
+$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
401
Argent Trust Co
Tennessee
$597K
OSAM
402
O'Shaughnessy Asset Management
Connecticut
$595K +$68.8K +765 +12%
KWM
403
Kingsview Wealth Management
Oregon
$592K -$39.5K -439 -6%
RAG
404
RIA Advisory Group
Iowa
$591K +$629K +6,996 New
CPA
405
Cowen Prime Advisors
New York
$590K
HFM
406
Hartford Financial Management
Connecticut
$589K
BAMF
407
BI Asset Management Fondsmaeglerselskab
Denmark
$588K +$136K +1,508 +28%
SWP
408
Stratos Wealth Partners
Ohio
$587K +$112K +1,245 +22%
BFM
409
Boston Financial Management
Massachusetts
$584K +$49.1K +546 +9%
JWWM
410
Johnson & White Wealth Management
Pennsylvania
$579K +$136K +1,515 New
SPC
411
Sigma Planning Corp
Michigan
$577K +$1.44K +16 +0.2%
SLI
412
Sumitomo Life Insurance
Japan
$575K -$58.5K -650 -9%
QCM
413
Quantinno Capital Management
New York
$574K +$115K +1,275 +24%
CPC
414
Cookson Peirce & Co
Pennsylvania
$564K +$588K +6,537 New
BCV
415
Banque Cantonale Vaudoise
Switzerland
$560K -$1.6M -17,800 -73%
KF
416
Krilogy Financial
Missouri
$558K
SA
417
Shilanski & Associates
Alaska
$557K +$582K +6,466 New
FTDI
418
First Trust Direct Indexing
Massachusetts
$541K +$43.4K +482 +8%
MFGM
419
Marshall Financial Group (Maryland)
Maryland
$538K +$210K +2,333 +60%
CA
420
Cetera Advisors
Colorado
$535K -$33.8K -376 -6%
GGS
421
Galvin Gaustad & Stein
Arizona
$534K +$17.5K +195 +3%
KI
422
Kula Investments
Illinois
$529K +$552K +6,136 New
RIA
423
Regal Investment Advisors
Michigan
$528K -$35.6K -396 -6%
BMSSC
424
B. Metzler seel. Sohn & Co
Germany
$526K -$237K -2,639 -30%
JF
425
Jump Financial
Illinois
$518K +$541K +6,012 New

CEG Hedge Fund Activity: Q4 2022 in Review

874 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q4 2022, worth a combined $23.1B — up 3.8% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new CEG positions and 69 closed out — a net gain of 68 holders — while 271 added to existing stakes and 300 trimmed.

The largest buyer was BlackRock, adding an estimated $112M. The largest seller was Capital Research Global Investors, cutting an estimated $121M.

  • 874 institutional investors held Constellation Energy (CEG) as of Q4 2022, up from 821 in Q3 2022.
  • Funds reported $23.1B of Constellation Energy stock for Q4 2022, up 3.8% quarter-over-quarter.
  • 137 funds opened new Constellation Energy positions in Q4 2022 and 69 closed out, a net change of +68 holders.
  • The largest Constellation Energy buyer in Q4 2022 was BlackRock, an estimated $112M added.
  • The largest Constellation Energy seller in Q4 2022 was Capital Research Global Investors, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2022.