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Constellation Energy

837 hedge funds and large institutions have $21.2B invested in Constellation Energy in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 289 increasing their positions, 300 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 82.31%82.28% (-0.03%)

4% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 300

4% less funds holding

Funds holding: 874837 (-37)

8% less capital invested

Capital invested by funds: $23.1B → $21.2B (-$1.96B)

20% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 115

34% less call options, than puts

Call options by funds: $95.3M | Put options by funds: $145M

40% less funds holding in top 10

Funds holding in top 10: 2515 (-10)

Holders
837
Holders Change
-37
Holders Change %
-4.23%
% of All Funds
13.34%
Holding in Top 10
15
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-40%
% of All Funds
0.24%
New
92
Increased
289
Reduced
300
Closed
115
Calls
$95.3M
Puts
$145M
Net Calls
-$49.6M
Net Calls Change
-$73.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$123M -$3.47M -42,892 -3%
Jennison Associates
27
Jennison Associates
New York
$116M -$67.1M -829,980 -36%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$113M +$340K +4,203 +0.3%
Swedbank
29
Swedbank
Sweden
$111M +$24.8K +306 +0%
Renaissance Technologies
30
Renaissance Technologies
New York
$110M +$9.35M +115,600 +9%
Goldman Sachs
31
Goldman Sachs
New York
$110M +$26.9M +332,483 +31%
Franklin Resources
32
Franklin Resources
California
$110M +$166K +2,054 +0.1%
Citadel Advisors
33
Citadel Advisors
Florida
$106M +$99M +1,224,050 +940%
Swiss National Bank
34
Swiss National Bank
Switzerland
$102M -$2.47M -30,500 -2%
ClearBridge Investments
35
ClearBridge Investments
New York
$95M +$24M +296,261 +32%
N
36
Nuveen
North Carolina
$94.6M +$1.73M +21,411 +2%
5NCM
37
59 North Capital Management
Texas
$89.2M +$64.8M +801,496 +239%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$89M +$36.1M +446,538 +65%
WHRC
39
W.H. Reaves & Co
New Jersey
$88.1M +$69.1K +854 +0.1%
ZP
40
Zimmer Partners
New York
$88M +$90.7M +1,121,485 New
UBS AM
41
UBS AM
Illinois
$87.9M -$4.41M -54,550 -5%
DKCM
42
Davidson Kempner Capital Management
New York
$87.2M +$44.4M +549,556 +98%
DKP
43
Davidson Kempner Partners
New York
$87.2M +$89.8M +1,110,637 New
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$78.4M -$963K -11,909 -1%
MP
45
Munro Partners
Australia
$76.8M -$62M -766,025 -44%
SSM
46
Sound Shore Management
Connecticut
$72.5M +$74.7M +923,818 New
Deutsche Bank
47
Deutsche Bank
Germany
$72.5M -$26.7M -330,589 -26%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$68.1M +$3.52M +43,468 +5%
Principal Financial Group
49
Principal Financial Group
Iowa
$66.3M +$4.59M +56,758 +7%
MC
50
Maverick Capital
Texas
$64.6M +$66.6M +823,109 New

CEG Hedge Fund Activity: Q1 2023 in Review

837 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q1 2023, worth a combined $21.2B — down 8.5% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of CEG and 92 opened new positions — a net loss of 23 holders — while 300 trimmed existing stakes and 289 added.

The largest buyer was Capital International Investors, adding an estimated $322M. The largest seller was Fidelity Investments, cutting an estimated $400M.

  • 837 institutional investors held Constellation Energy (CEG) as of Q1 2023, down from 874 in Q4 2022.
  • Funds reported $21.2B of Constellation Energy stock for Q1 2023, down 8.5% quarter-over-quarter.
  • 92 funds opened new Constellation Energy positions in Q1 2023 and 115 closed out, a net change of -23 holders.
  • The largest Constellation Energy buyer in Q1 2023 was Capital International Investors, an estimated $322M added.
  • The largest Constellation Energy seller in Q1 2023 was Fidelity Investments, an estimated $400M sold.

Based on aggregated 13F filings for Q1 2023.