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Constellation Energy

821 hedge funds and large institutions have $22.3B invested in Constellation Energy in 2022 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 240 increasing their positions, 276 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 71

100% more funds holding in top 10

Funds holding in top 10: 1326 (+13)

46% more capital invested

Capital invested by funds: $15.2B → $22.3B (+$7.05B)

9% more funds holding

Funds holding: 753821 (+68)

0.57% more ownership

Funds ownership: 81.6%82.18% (+0.57%)

13% less call options, than puts

Call options by funds: $116M | Put options by funds: $133M

13% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 276

Holders
821
Holders Change
+68
Holders Change %
+9.03%
% of All Funds
14.14%
Holding in Top 10
26
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+100%
% of All Funds
0.45%
New
151
Increased
240
Reduced
276
Closed
71
Calls
$116M
Puts
$133M
Net Calls
-$16.7M
Net Calls Change
-$70.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
501
Independent Solutions Wealth Management
New York
$295K -$6.41K -87 -2%
JCM
502
Jacobi Capital Management
Pennsylvania
$294K +$260K +3,532 New
S
503
Seeyond
France
$292K -$14.1K -191 -5%
AWC
504
Abundance Wealth Counselors
Pennsylvania
$290K -$14.4K -196 -5%
SA
505
Strategic Advisors
New York
$289K +$256K +3,479 New
BPA
506
Beacon Pointe Advisors
California
$288K -$20.6K -280 -8%
BBPWM
507
Blue Bell Private Wealth Management
Pennsylvania
$285K -$7.37K -100 -3%
HBT
508
Heartland Bank & Trust
Illinois
$285K -$6.86K -93 -3%
LF
509
Lantz Financial
Illinois
$285K -$4.87K -66 -2%
WA
510
WBH Advisory
Maryland
$283K
NSEDCP
511
NJ State Employees Deferred Compensation Plan
New Jersey
$283K +$251K +3,400 New
FT
512
Fiduciary Trust
Massachusetts
$282K +$250K +3,393 New
TWM
513
TriaGen Wealth Management
California
$279K +$247K +3,353 New
AMIM
514
Aull & Monroe Investment Management
Alabama
$279K +$248K +3,359 New
Fisher Asset Management
515
Fisher Asset Management
Washington
$278K -$50K -678 -17%
UB
516
UMB Bank
Missouri
$278K -$42K -570 -15%
5L
517
55I LLC
Massachusetts
$277K +$245K +3,319 New
CBB
518
Citizens Business Bank
California
$277K +$246K +3,333 New
RWP
519
RWA Wealth Partners
Massachusetts
$275K +$244K +3,307 New
RP
520
Riverwater Partners
Wisconsin
$274K +$243K +3,297 New
TCWM
521
Total Clarity Wealth Management
Illinois
$271K +$74.6K +1,012 +45%
PFP
522
Paragon Financial Partners
California
$271K +$240K +3,252 New
CAM
523
Centre Asset Management
New York
$266K +$236K +3,196 New
DU
524
Delphia (USA)
Ontario, Canada
$266K +$236K +3,196 New
FMLI
525
Fukoku Mutual Life Insurance
Japan
$264K +$72.2K +980 +45%

CEG Hedge Fund Activity: Q3 2022 in Review

821 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q3 2022, worth a combined $22.3B — up 46% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new CEG positions and 71 closed out — a net gain of 80 holders — while 240 added to existing stakes and 276 trimmed.

The largest buyer was Steadfast Capital Management, opening a new position worth an estimated $202M. The largest seller was Wellington Management Group, cutting an estimated $321M.

  • 821 institutional investors held Constellation Energy (CEG) as of Q3 2022, up from 753 in Q2 2022.
  • Funds reported $22.3B of Constellation Energy stock for Q3 2022, up 46% quarter-over-quarter.
  • 151 funds opened new Constellation Energy positions in Q3 2022 and 71 closed out, a net change of +80 holders.
  • The largest Constellation Energy buyer in Q3 2022 was Steadfast Capital Management, an estimated $202M added.
  • The largest Constellation Energy seller in Q3 2022 was Wellington Management Group, an estimated $321M sold.

Based on aggregated 13F filings for Q3 2022.