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Constellation Energy
CEG

1,174 hedge funds and large institutions have $47.9B invested in Constellation Energy in 2024 Q1 according to their latest regulatory filings, with 272 funds opening new positions, 340 increasing their positions, 373 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more first-time investments, than exits

New positions opened: 272 | Existing positions closed: 90

88% more funds holding in top 10

Funds holding in top 10: 8 → 15 (+7)

54% more capital invested

Capital invested by funds: $31.1B → $47.9B (+$16.8B)

31% more call options, than puts

Call options by funds: $481M | Put options by funds: $368M

17% more funds holding

Funds holding: 1,003 → 1,174 (+171)

9% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 373

1.37% less ownership

Funds ownership: 83.37% → 82% (-1.4%)

Holders
1,174
Holders Change
+171
Holders Change %
+17.05%
% of All Funds
16.91%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
272
Increased
340
Reduced
373
Closed
90
Calls
$481M
Puts
$368M
Net Calls
+$113M
Net Calls Change
+$106M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$709M
2
Coatue Management
Coatue Management
New York
+$291M
3
GQG Partners
GQG Partners
Florida
+$252M
4
SCM
Steadfast Capital Management
New York
+$166M
5
Alkeon Capital Management
Alkeon Capital Management
New York
+$148M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$609M
2
OAG
Orbis Allan Gray
Bermuda
-$433M
3
Capital World Investors
Capital World Investors
California
-$226M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
5
State Street
State Street
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
476
Belpointe Asset Management
Nevada
$1.02M +$70.9K +499 +10%
SCI
477
Stableford Capital II
Arizona
$1.02M +$183K +1,290 +30%
CMANY
478
Capital Management Associates (New York)
New York
$1.02M -$781K -5,500 -50%
CCM
479
Crew Capital Management
Ohio
$1.01M +$773K +5,447 New
SCP
480
Stamos Capital Partners
California
$998K -$439K -3,090 -36%
ATC
481
Argent Trust Co
Tennessee
$998K -$170K -1,198 -18%
RJT
482
Raymond James Trust
Florida
$990K +$74.4K +524 +11%
SLI
483
Sumitomo Life Insurance
Japan
$985K -$42.3K -298 -5%
SM
484
STF Management
Texas
$974K -$30.8K -217 -4%
CT
485
Caldwell Trust
Florida
$972K +$51.7K +364 +7%
ECM
486
Element Capital Management
New York
$969K +$744K +5,242 New
MAS
487
Meeder Advisory Services
Ohio
$965K +$28.5K +201 +4%
AIA
488
Affinity Investment Advisors
California
$963K -$13.5K -95 -2%
WAP
489
Wealthcare Advisory Partners
Pennsylvania
$958K -$77.2K -544 -9%
IMCOOI
490
Investment Management Corp of Ontario (IMCO)
Canada
$957K -$327K -2,300 -31%
FPAS
491
Focus Partners Advisor Solutions
Missouri
$942K +$272K +1,916 +60%
FDCDDQ
492
Federation des caisses Desjardins du Quebec
Quebec, Canada
$936K +$497K +3,503 +168%
JF
493
Jump Financial
Illinois
$929K +$714K +5,026 New
1832 Asset Management
494
1832 Asset Management
Ontario, Canada
$918K -$19.4M -136,601 -96%
OAM
495
Ostrum Asset Management
France
$914K – – –
WS
496
Wedbush Securities
California
$912K +$207K +1,455 +42%
CM
497
Crestline Management
Texas
$906K +$696K +4,900 New
RWP
498
RWA Wealth Partners
Massachusetts
$897K -$5.68K -40 -0.8%
PAG
499
Private Advisory Group
Washington
$893K +$102K +719 +17%
HI
500
Horizon Investments
North Carolina
$890K +$39.9K +281 +6%
18 19
20
21 22

CEG Hedge Fund Activity: Q1 2024 in Review

1,174 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q1 2024, worth a combined $47.9B — up 54% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 272 funds opened new CEG positions and 90 closed out — a net gain of 182 holders — while 340 added to existing stakes and 373 trimmed.

The largest buyer was Franklin Resources, adding an estimated $709M. The largest seller was Morgan Stanley, cutting an estimated $609M.

  • 1,174 institutional investors held Constellation Energy (CEG) as of Q1 2024, up from 1,003 in Q4 2023.
  • Funds reported $47.9B of Constellation Energy stock for Q1 2024, up 54% quarter-over-quarter.
  • 272 funds opened new Constellation Energy positions in Q1 2024 and 90 closed out, a net change of +182 holders.
  • The largest Constellation Energy buyer in Q1 2024 was Franklin Resources, an estimated $709M added.
  • The largest Constellation Energy seller in Q1 2024 was Morgan Stanley, an estimated $609M sold.

Based on aggregated 13F filings for Q1 2024.