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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 %
IRC
626
Investors Research Corp
Georgia
$290K -$135K -1,158 -32%
PA
627
PFG Advisors
Arizona
$289K +$6.9K +59 +2%
RMC
628
Resources Management Corp
Connecticut
$289K +$5.26K +45 +2%
JGUA
629
John G. Ullman & Associates
New York
$288K – – –
CCWM
630
Cassaday & Co Wealth Management
Virginia
$288K – – –
CIA
631
Concurrent Investment Advisors
Florida
$287K +$287K +2,456 New
AIM
632
Acropolis Investment Management
Missouri
$283K -$49.6K -424 -15%
IA
633
IFP Advisors
Florida
$282K +$10.9K +93 +4%
AWA
634
Arete Wealth Advisors
Illinois
$280K +$280K +2,395 New
FNBTCON
635
First National Bank & Trust Co of Newtown
Pennsylvania
$279K -$47.8K -409 -15%
PVI
636
Pine Valley Investments
New Jersey
$278K -$423K -3,621 -60%
BEI
637
Benjamin Edwards Inc
Missouri
$278K +$8.41K +72 +3%
SP
638
Successful Portfolios
Florida
$277K -$584 -5 -0.2%
HCA
639
Harbour Capital Advisors
Virginia
$277K – – –
LFG
640
Larson Financial Group
Missouri
$277K – – –
EIG
641
Ellenbecker Investment Group
Wisconsin
$275K – – –
FFM
642
Forum Financial Management
Illinois
$272K -$25.5K -218 -9%
MC
643
Moors & Cabot
Massachusetts
$270K +$23.4K +200 +9%
CFG
644
Cooper Financial Group
California
$270K +$270K +2,312 New
SF
645
Symphony Financial
Texas
$270K -$17.9K -160 -6%
DFCM
646
Dark Forest Capital Management
Puerto Rico
$269K +$269K +2,301 New
SAI
647
Savvy Advisors Inc
New York
$268K +$268K +2,295 New
Kovitz Investment Group Partners
648
Kovitz Investment Group Partners
Illinois
$267K – – –
SWM
649
Segment Wealth Management
Texas
$262K – – –
KA
650
Kovack Advisors
Florida
$260K +$27.1K +232 +12%
24 25
26
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