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Constellation Energy
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Overview Fund Activity

831 hedge funds and large institutions have $21.1B invested in Constellation Energy in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 289 increasing their positions, 295 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
-37
Holders Change %
-4.26%
% of All Funds
13.3%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.24%
New
92
Increased
289
Reduced
295
Closed
115
Calls
$95.3M
Puts
$145M
Net Calls
-$49.6M
Net Calls Change
-$73.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$312M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$161M
3
PI
Putnam Investments
Massachusetts
+$98.9M
4
OAG
Orbis Allan Gray
Bermuda
+$98.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$96.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$388M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$201M
3
MP
MFN Partners
Massachusetts
-$128M
4
SCM
Steadfast Capital Management
New York
-$125M
5
Jennison Associates
Jennison Associates
New York
-$65.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
401
Kingsview Wealth Management
Oregon
$534K -$4.55K -58 -0.8%
CPA
402
Cowen Prime Advisors
New York
$529K – – –
BFM
403
Boston Financial Management
Massachusetts
$529K -$2.98K -38 -0.6%
GT
404
Greenleaf Trust
Michigan
$526K -$85K -1,083 -14%
SLI
405
Sumitomo Life Insurance
Japan
$524K – – –
KF
406
Krilogy Financial
Missouri
$519K +$10.2K +130 +2%
BCV
407
Banque Cantonale Vaudoise
Switzerland
$510K – – –
AIA
408
Affinity Investment Advisors
California
$502K -$268K -3,414 -35%
FTDI
409
First Trust Direct Indexing
Massachusetts
$493K +$236 +3 +0%
HSA
410
HBK Sorce Advisory
Pennsylvania
$493K +$493K +6,274 New
MFGM
411
Marshall Financial Group (Maryland)
Maryland
$490K – – –
BAMF
412
BI Asset Management Fondsmaeglerselskab
Denmark
$488K -$47.9K -610 -9%
RIA
413
Realta Investment Advisors
Delaware
$479K +$57.3K +730 +14%
RJT
414
Raymond James Trust
Florida
$478K +$63.4K +807 +15%
CPIG
415
Chicago Partners Investment Group
Illinois
$468K +$57.7K +746 +14%
IAA
416
Independent Advisor Alliance
North Carolina
$463K +$463K +5,898 New
CIBC Private Wealth Group
417
CIBC Private Wealth Group
Georgia
$462K +$2.51K +32 +0.5%
CPC
418
Cookson Peirce & Co
Pennsylvania
$462K -$51.5K -656 -10%
FHB
419
First Hawaiian Bank
Hawaii
$460K +$79 +1 +0%
RIA
420
Regal Investment Advisors
Michigan
$460K -$20.7K -264 -4%
PWA
421
Providence Wealth Advisors
Illinois
$458K -$7.99K -106 -2%
VAS
422
Vestmark Advisory Solutions
Massachusetts
$455K -$2.2K -28 -0.5%
LA
423
Lakeside Advisors
Washington
$453K -$7.85K -100 -2%
NSIM
424
North Star Investment Management
Illinois
$453K +$7.38K +94 +2%
Wealth Enhancement Advisory Services
425
Wealth Enhancement Advisory Services
Minnesota
$446K +$446K +5,682 New
15 16
17
18 19