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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 %
GWA
676
GGM Wealth Advisors
Maryland
$234K +$243 +2 +0.1%
RA
677
RFG Advisory
Alabama
$233K +$233K +1,995 New
RPWA
678
Regent Peak Wealth Advisors
Georgia
$232K +$1.87K +16 +0.8%
KA
679
KLCM Advisors
Wisconsin
$232K -$3.39K -29 -1%
Focus Partners Wealth
680
Focus Partners Wealth
Massachusetts
$232K +$232K +1,984 New
CW
681
CIC Wealth
Maryland
$232K -$468 -4 -0.2%
FAIM
682
Financial Advocates Investment Management
Washington
$232K +$1.4K +12 +0.6%
JWA
683
JFS Wealth Advisors
Pennsylvania
$230K +$1.99K +17 +0.9%
EARNEST Partners
684
EARNEST Partners
Georgia
$230K +$1.52K +13 +0.7%
RWA
685
Redhawk Wealth Advisors
Minnesota
$230K +$230K +1,964 New
EFSCE
686
Enterprise Financial Services Corp (EFSC)
Missouri
$229K +$4.21K +36 +2%
AGP
687
Autumn Glory Partners
Texas
$226K – – –
SWA
688
Stratos Wealth Advisors
Ohio
$226K +$234 +2 +0.1%
MM
689
MQS Management
New York
$225K +$225K +1,923 New
SIA
690
Sit Investment Associates
Minnesota
$224K -$23.4K -200 -9%
AW
691
Apricus Wealth
South Carolina
$223K – – –
CIA
692
Capital Investment Advisors
Georgia
$223K +$6.78K +58 +3%
BC
693
Bridgefront Capital
Texas
$223K -$324K -2,774 -59%
Vontobel Holding
694
Vontobel Holding
Switzerland
$223K -$13.8K -118 -6%
AC
695
Abbrea Capital
California
$222K – – –
CMBA
696
C.M. Bidwell & Associates
Hawaii
$221K +$1.05K +9 +0.5%
AIM
697
Athena Investment Management
California
$219K – – –
TFS
698
Thoroughbred Financial Services
Tennessee
$219K -$7.22K -62 -3%
OAM
699
Oppenheimer Asset Management
New York
$218K +$218K +1,866 New
ARC
700
Advisor Resource Council
Texas
$217K +$217K +1,858 New
26 27
28
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