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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
RBC
551
Romano Brothers & Co
Illinois
$275K +$46.6K +518 +19%
HFM
552
Harvest Fund Management
China
$274K -$107K -1,194 -27%
JWCA
553
J.W. Cole Advisors
Florida
$273K +$14.4K +160 +5%
CAM
554
Centre Asset Management
New York
$270K -$5.76K -64 -2%
SAM
555
Sompo Asset Management
Japan
$270K
WPC
556
Wedmont Private Capital
Pennsylvania
$269K +$290K +3,222 New
SS
557
Simplicity Solutions
Minnesota
$264K +$275K +3,059 New
PTC
558
Private Trust Company
Ohio
$263K +$275K +3,054 New
SW
559
SVB Wealth
Massachusetts
$263K -$3.6K -40 -1%
SEC
560
Seven Eight Capital
New York
$261K +$273K +3,031 New
OAM
561
Oppenheimer Asset Management
New York
$261K -$105K -1,170 -28%
AOWM
562
Alpha Omega Wealth Management
Virginia
$261K
WB
563
WesBanco Bank
West Virginia
$259K -$5.04K -56 -2%
SC
564
Scotia Capital
Ontario, Canada
$259K +$270K +3,003 New
FNBTCON
565
First National Bank & Trust Co of Newtown
Pennsylvania
$257K
V
566
VeraBank
Texas
$256K
CWS
567
Confluence Wealth Services
Pennsylvania
$256K +$90 +1 +0%
ISWM
568
Independent Solutions Wealth Management
New York
$254K -$53.9K -599 -17%
OPS
569
Orion Portfolio Solutions
Nebraska
$252K +$11.7K +130 +5%
PWM
570
Perigon Wealth Management
California
$252K +$263K +2,920 New
BBA
571
Baader Bank Aktiengesellschaft
Germany
$248K +$258K +2,873 New
MPI
572
Mairs & Power Inc
Minnesota
$247K
SAG
573
SageView Advisory Group
California
$246K +$257K +2,859 New
AWS
574
Atria Wealth Solutions
New York
$244K +$13.2K +147 +5%
FPAS
575
Focus Partners Advisor Solutions
Missouri
$244K -$1.62K -18 -0.6%

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.