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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
JGUA
601
John G. Ullman & Associates
New York
$213K
SP
602
Successful Portfolios
Florida
$212K -$900 -10 -0.4%
CPO
603
Cerity Partners OCIO
New York
$212K +$221K +2,457 New
VWA
604
V Wealth Advisors
Kansas
$211K +$221K +2,452 New
TCMP
605
Thrive Capital Management (Pennsylvania)
Pennsylvania
$209K +$218K +2,426 New
MC
606
Moors & Cabot
Massachusetts
$208K -$17.6K -196 -8%
CW
607
CreativeOne Wealth
Kansas
$208K +$217K +2,416 New
GWM
608
Gitterman Wealth Management
New Jersey
$208K +$217K +2,407 New
SF
609
Synovus Financial
Georgia
$208K
SWM
610
Segment Wealth Management
Texas
$206K +$215K +2,385 New
CCWM
611
Cassaday & Co Wealth Management
Virginia
$205K +$214K +2,382 New
GTCM
612
Gyon Technologies Capital Management
New Jersey
$204K +$213K +2,367 New
FC
613
Financial Consulate
Maryland
$203K +$212K +2,360 New
SWM
614
SeaCrest Wealth Management
New York
$203K -$32.9K -366 -13%
LIM
615
Leavell Investment Management
Alabama
$203K -$25.3K -281 -11%
EIG
616
Ellenbecker Investment Group
Wisconsin
$203K +$212K +2,355 New
CWM
617
Connecticut Wealth Management
Connecticut
$203K +$212K +2,352 New
DS
618
DRW Securities
Illinois
$202K +$211K +2,342 New
NP
619
NorthRock Partners
Minnesota
$201K +$210K +2,335 New
RWA
620
River Wealth Advisors
Pennsylvania
$200K +$209K +2,325 New
FMTCOCP
621
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$198K
CLOS
622
Compagnie Lombard Odier SCmA
Switzerland
$183K
SCA
623
Stonebridge Capital Advisors
Minnesota
$182K +$12.4K +138 +7%
EARNEST Partners
624
EARNEST Partners
Georgia
$181K +$126K +1,399 +201%
FCB
625
First Command Bank
Texas
$178K +$22.9K +255 +14%

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.