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Constellation Energy
CEG

Overview Fund Activity

997 hedge funds and large institutions have $31B invested in Constellation Energy in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 335 increasing their positions, 314 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+101
Holders Change %
+11.27%
% of All Funds
14.61%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
167
Increased
335
Reduced
314
Closed
53
Calls
$101M
Puts
$93.3M
Net Calls
+$7.3M
Net Calls Change
+$14M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$543M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$217M
3
Barclays
Barclays
United Kingdom
+$84.5M
4
Invesco
Invesco
Georgia
+$54.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$388M
2
Capital International Investors
Capital International Investors
California
-$185M
3
SCA
Southpoint Capital Advisors
New York
-$104M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$100M
5
AIM
Artemis Investment Management
United Kingdom
-$99.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
426
Transcend Capital Advisors
New Jersey
$766K +$61.7K +528 +9%
CIBC Private Wealth Group
427
CIBC Private Wealth Group
Georgia
$766K -$1.75K -15 -0.2%
MFGM
428
Marshall Financial Group (Maryland)
Maryland
$756K +$14.1K +121 +2%
AIFAIM
429
American Institute for Advanced Investment Management
Arizona
$754K -$38.2K -327 -5%
Nomura Holdings
430
Nomura Holdings
Japan
$751K +$751K +6,426 New
SM
431
Samjo Management
New York
$751K +$751K +6,425 New
HIA
432
Harbor Investment Advisory
Maryland
$750K +$31.1K +266 +4%
EF
433
Empowered Funds
Pennsylvania
$746K +$365K +3,119 +96%
BFM
434
Boston Financial Management
Massachusetts
$738K -$1.99K -17 -0.3%
BL
435
Balentine LLC
Georgia
$734K -$46.2K -395 -6%
EH
436
Equitable Holdings
New York
$733K +$113K +963 +18%
Assenagon Asset Management
437
Assenagon Asset Management
Luxembourg
$731K +$37.1K +317 +5%
PWA
438
Providence Wealth Advisors
Illinois
$708K +$313K +4,715 +79%
DADC
439
D.A. Davidson & Co
Montana
$702K +$26K +222 +4%
VA
440
Vident Advisory
Georgia
$690K +$52.7K +451 +8%
BMSSC
441
B. Metzler seel. Sohn & Co
Germany
$686K – – –
AF
442
Allworth Financial
California
$670K -$5.61K -48 -0.8%
WAP
443
Wealthcare Advisory Partners
Pennsylvania
$670K +$10.1K +86 +2%
FLPIM
444
F.L. Putnam Investment Management
Massachusetts
$665K -$19.8K -169 -3%
CPC
445
Cookson Peirce & Co
Pennsylvania
$665K +$2.34K +20 +0.4%
RIA
446
Realta Investment Advisors
Delaware
$661K -$117K -1,003 -15%
HSA
447
HBK Sorce Advisory
Pennsylvania
$658K -$24.5K -210 -4%
SLI
448
Sumitomo Life Insurance
Japan
$658K -$7.13K -61 -1%
BA
449
Bellwether Advisors
Nebraska
$657K +$657K +5,621 New
PAS
450
Park Avenue Securities
New York
$647K +$27.7K +237 +4%
16 17
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