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Constellation Energy
CEG

Overview Fund Activity

896 hedge funds and large institutions have $29.2B invested in Constellation Energy in 2023 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 283 increasing their positions, 290 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+54
Holders Change %
+6.41%
% of All Funds
14.29%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
131
Increased
283
Reduced
290
Closed
64
Calls
$135M
Puts
$141M
Net Calls
-$6.73M
Net Calls Change
-$11.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$476M
2
Capital World Investors
Capital World Investors
California
+$127M
3
Capital International Investors
Capital International Investors
California
+$116M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$85.5M
5
OAG
Orbis Allan Gray
Bermuda
+$80.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$130M
2
SCM
Steadfast Capital Management
New York
-$117M
3
SCA
Southpoint Capital Advisors
New York
-$109M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$95.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
401
Argent Trust Co
Tennessee
$755K – – –
TIAA Trust, National Association
402
TIAA Trust, National Association
North Carolina
$751K +$751K +6,887 New
HFM
403
Hartford Financial Management
Connecticut
$745K – – –
GT
404
Greenleaf Trust
Michigan
$736K +$2.4K +22 +0.3%
MNBTD
405
Moody National Bank Trust Division
Texas
$735K -$4.04K -37 -0.5%
BCI
406
Brinker Capital Investments
Pennsylvania
$731K -$2.16M -19,836 -75%
OPS
407
Orion Portfolio Solutions
Nebraska
$731K -$2.16M -19,836 -75%
BL
408
Balentine LLC
Georgia
$728K -$8.62K -79 -1%
CIBC Private Wealth Group
409
CIBC Private Wealth Group
Georgia
$716K +$111K +1,015 +18%
SFI
410
Siemens Fonds Invest
Germany
$703K +$123K +1,127 +21%
SC
411
Samjo Capital
New York
$701K +$701K +6,425 New
GSC
412
Ground Swell Capital
South Carolina
$695K +$361K +3,312 +108%
MFGM
413
Marshall Financial Group (Maryland)
Maryland
$692K +$11.6K +106 +2%
BFM
414
Boston Financial Management
Massachusetts
$691K -$50.7K -465 -7%
HIA
415
Harbor Investment Advisory
Maryland
$671K -$3.49K -32 -0.5%
BFG
416
Bleakley Financial Group
New Jersey
$669K -$36.5K -335 -5%
SS
417
Simplicity Solutions
Minnesota
$669K -$36.1K -331 -5%
TCA
418
Transcend Capital Advisors
New Jersey
$657K -$196K -1,800 -23%
CWP
419
Capital Wealth Planning
Florida
$657K +$657K +6,022 New
PVI
420
Pine Valley Investments
New Jersey
$654K +$654K +6,000 New
Assenagon Asset Management
421
Assenagon Asset Management
Luxembourg
$648K +$81.7K +749 +14%
FMLI
422
Fukoku Mutual Life Insurance
Japan
$646K +$366K +3,356 +131%
AIA
423
Affinity Investment Advisors
California
$642K -$39.7K -364 -6%
BMSSC
424
B. Metzler seel. Sohn & Co
Germany
$640K – – –
FLPIM
425
F.L. Putnam Investment Management
Massachusetts
$639K -$573K -5,255 -47%
15 16
17
18 19