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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 %
LNWWM
476
Laird Norton Wetherby Wealth Management
California
$559K +$26.8K +229 +5%
CA
477
Cornerstone Advisory
Maryland
$556K +$84.9K +726 +18%
QAM
478
Q3 Asset Management
Michigan
$555K +$555K +4,753 New
Wolverine Trading
479
Wolverine Trading
Illinois
$551K +$551K +4,712 New
ILI
480
Invesco LLC (Illinois)
Illinois
$550K – – –
IWM
481
IHT Wealth Management
Illinois
$548K +$73.9K +632 +16%
PWM
482
Partnership Wealth Management
Maryland
$548K +$548K +4,489 New
Bessemer Group
483
Bessemer Group
New Jersey
$546K +$55.1K +471 +11%
FMLI
484
Fukoku Mutual Life Insurance
Japan
$540K -$152K -1,300 -22%
OQS
485
Occudo Quantitative Strategies
Florida
$538K +$538K +4,603 New
BDF
486
Black Diamond Financial
Maryland
$537K – – –
MIS
487
Morningstar Investment Services
Illinois
$534K +$534K +4,560 New
ZIG
488
Zuckerman Investment Group
Illinois
$531K – – –
HI
489
Horizon Investments
North Carolina
$530K -$14.1K -121 -3%
AAS
490
Avantax Advisory Services
Texas
$518K -$1.52K -13 -0.3%
MG
491
Mather Group
Illinois
$517K +$55.2K +472 +12%
S
492
SignatureFD
Georgia
$514K +$55.6K +476 +12%
HWM
493
HB Wealth Management
Georgia
$509K -$12.2K -104 -2%
WJA
494
Willis Johnson & Associates
Texas
$507K +$1.29K +11 +0.3%
EI
495
Ellevest Inc
New York
$506K +$286K +2,450 +130%
GA
496
Gateway Advisory
New Jersey
$505K +$505K +4,320 New
CCM
497
Coldstream Capital Management
Washington
$503K -$21K -180 -4%
IAA
498
Independent Advisor Alliance
North Carolina
$498K -$46.9K -401 -9%
PA
499
Pinnacle Associates
New York
$497K -$1.75K -15 -0.4%
PRS
500
Pinkerton Retirement Specialists
Idaho
$497K +$154K +1,314 +45%
18 19
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