CEG icon

Constellation Energy
CEG

Overview Fund Activity

997 hedge funds and large institutions have $31B invested in Constellation Energy in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 335 increasing their positions, 314 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+101
Holders Change %
+11.27%
% of All Funds
14.61%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
167
Increased
335
Reduced
314
Closed
53
Calls
$101M
Puts
$93.3M
Net Calls
+$7.3M
Net Calls Change
+$14M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$543M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$217M
3
Barclays
Barclays
United Kingdom
+$84.5M
4
Invesco
Invesco
Georgia
+$54.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$388M
2
Capital International Investors
Capital International Investors
California
-$185M
3
SCA
Southpoint Capital Advisors
New York
-$104M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$100M
5
AIM
Artemis Investment Management
United Kingdom
-$99.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
601
Sompo Asset Management
Japan
$326K -$166K -1,420 -34%
PCS
602
Personal CFO Solutions
New Jersey
$326K +$1.4K +12 +0.4%
WA
603
WBH Advisory
Maryland
$323K -$7.13K -61 -2%
CK
604
Cohen Klingenstein
New York
$319K – – –
RP
605
Riverwater Partners
Wisconsin
$319K -$25K -214 -7%
CT
606
Coastline Trust
Rhode Island
$318K +$318K +2,722 New
GRP
607
Global Retirement Partners
California
$317K +$16.4K +147 +5%
VIM
608
Vinva Investment Management
Australia
$315K -$657K -5,607 -68%
BWP
609
Balboa Wealth Partners
Arizona
$314K -$1.75K -15 -0.6%
VC
610
Veery Capital
Delaware
$312K +$312K +2,672 New
SW
611
SVB Wealth
Massachusetts
$312K +$312K +2,666 New
AF
612
Advisornet Financial
Minnesota
$311K +$584 +5 +0.2%
CFS
613
CRA Financial Services
New Jersey
$310K – – –
IA
614
Insight Advisors
Pennsylvania
$307K +$1.99K +17 +0.7%
TSS
615
Two Sigma Securities
New York
$304K -$653K -5,585 -68%
AOWM
616
Alpha Omega Wealth Management
Virginia
$301K -$47K -402 -13%
GLA
617
Great Lakes Advisors
Illinois
$298K -$10.5K -90 -3%
HI
618
Harbour Investments
Wisconsin
$295K +$72.7K +622 +33%
TCMP
619
Thrive Capital Management (Pennsylvania)
Pennsylvania
$294K +$2.22K +19 +0.8%
TC
620
TownSquare Capital
Utah
$293K +$16.9K +145 +6%
MWA
621
Midland Wealth Advisors
Illinois
$293K +$293K +2,507 New
LFAS
622
Level Four Advisory Services
Texas
$293K -$11.7K -100 -4%
PWPS
623
Pinnacle Wealth Planning Services
Ohio
$293K +$2.92K +25 +1%
SB
624
Strategic Blueprint
Georgia
$292K +$818 +7 +0.3%
LSAG
625
Lake Street Advisors Group
New Hampshire
$291K +$291K +2,490 New
23 24
25
26 27