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Constellation Energy

874 hedge funds and large institutions have $23.1B invested in Constellation Energy in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 271 increasing their positions, 300 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 69

47% more call options, than puts

Call options by funds: $73.4M | Put options by funds: $49.8M

6% more funds holding

Funds holding: 821874 (+53)

4% more capital invested

Capital invested by funds: $22.3B → $23.1B (+$844M)

0.14% more ownership

Funds ownership: 82.18%82.31% (+0.14%)

10% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 300

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

Holders
874
Holders Change
+53
Holders Change %
+6.46%
% of All Funds
14.05%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.4%
New
137
Increased
271
Reduced
300
Closed
69
Calls
$73.4M
Puts
$49.8M
Net Calls
+$23.6M
Net Calls Change
+$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CBTWT
526
Community Bank & Trust (Waco, Texas)
Texas
$306K -$6.21K -69 -2%
BP
527
Ballentine Partners
Massachusetts
$305K +$318K +3,534 New
BPA
528
Beacon Pointe Advisors
California
$305K +$7.83K +87 +3%
WS
529
Wedbush Securities
California
$300K +$86.3K +959 +38%
SA
530
Strategic Advisors
New York
$300K
HIA
531
Harbor Investment Advisory
Maryland
$299K -$12.7K -141 -4%
CFP
532
Catalyst Financial Partners
Massachusetts
$299K +$312K +3,466 New
BBPWM
533
Blue Bell Private Wealth Management
Pennsylvania
$296K
LF
534
Lantz Financial
Illinois
$295K
SIG
535
Stonegate Investment Group
Alabama
$294K +$24.2K +269 +9%
RWP
536
RWA Wealth Partners
Massachusetts
$294K +$16.5K +183 +6%
NSEDCP
537
NJ State Employees Deferred Compensation Plan
New Jersey
$293K
AMIM
538
Aull & Monroe Investment Management
Alabama
$290K
UB
539
UMB Bank
Missouri
$288K +$90 +1 +0%
CBB
540
Citizens Business Bank
California
$287K
CCM
541
Coldstream Capital Management
Washington
$287K +$299K +3,327 New
Fisher Asset Management
542
Fisher Asset Management
Washington
$286K -$2.07K -23 -0.7%
HWM
543
HB Wealth Management
Georgia
$286K +$298K +3,316 New
FT
544
Fiduciary Trust
Massachusetts
$284K -$8.91K -99 -3%
PFP
545
Paragon Financial Partners
California
$280K
MG
546
Mather Group
Illinois
$280K +$7.56K +84 +3%
RP
547
Riverwater Partners
Wisconsin
$280K -$4.86K -54 -2%
AWM
548
Axxcess Wealth Management
California
$278K +$6.12K +68 +2%
HTC
549
Haverford Trust Company
Pennsylvania
$278K +$12K +133 +4%
KIG
550
Kennedy Investment Group
New Jersey
$277K +$289K +3,217 New

CEG Hedge Fund Activity: Q4 2022 in Review

874 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q4 2022, worth a combined $23.1B — up 3.8% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new CEG positions and 69 closed out — a net gain of 68 holders — while 271 added to existing stakes and 300 trimmed.

The largest buyer was BlackRock, adding an estimated $112M. The largest seller was Capital Research Global Investors, cutting an estimated $121M.

  • 874 institutional investors held Constellation Energy (CEG) as of Q4 2022, up from 821 in Q3 2022.
  • Funds reported $23.1B of Constellation Energy stock for Q4 2022, up 3.8% quarter-over-quarter.
  • 137 funds opened new Constellation Energy positions in Q4 2022 and 69 closed out, a net change of +68 holders.
  • The largest Constellation Energy buyer in Q4 2022 was BlackRock, an estimated $112M added.
  • The largest Constellation Energy seller in Q4 2022 was Capital Research Global Investors, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2022.