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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 %
ADL
701
Asset Dedication LLC
California
$217K -$20.5K -177 -9%
FC
702
Financial Council
Maryland
$216K – – –
WMA
703
Wealth Management Associates
New Jersey
$216K -$24.5K -210 -10%
CDH
704
Charles D. Hyman
$214K +$214K +1,833 New
NFG
705
Nations Financial Group
Iowa
$214K +$214K +1,830 New
MW
706
Marcum Wealth
Ohio
$213K +$213K +1,819 New
WDG
707
Wealth Dimensions Group
Ohio
$211K +$211K +1,805 New
FMTCOCP
708
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$211K -$19.4K -166 -8%
RCA
709
Resonant Capital Advisors
Wisconsin
$211K +$211K +1,804 New
VAS
710
Vestmark Advisory Solutions
Massachusetts
$210K +$210K +2,478 New
APW
711
Aurora Private Wealth
New Jersey
$210K +$210K +1,798 New
DSC
712
Duncker Streett & Co
Missouri
$210K – – –
EWA
713
EverSource Wealth Advisors
Alabama
$210K +$45.2K +387 +28%
MIM
714
MTM Investment Management
South Carolina
$210K +$210K +1,793 New
PSP
715
Principal Street Partners
Tennessee
$209K +$209K +1,784 New
WSTAM
716
Wilbanks Smith & Thomas Asset Management
Virginia
$208K +$208K +1,781 New
VSQM
717
V-Square Quantitative Management
Illinois
$207K – – –
TCM
718
Telos Capital Management
California
$206K +$206K +1,765 New
CL
719
Choreo LLC
Illinois
$206K +$206K +1,763 New
QCG
720
Quadrant Capital Group
Ohio
$206K +$27.5K +235 +15%
WP
721
WealthPLAN Partners
Nebraska
$205K -$10.2K -87 -5%
SAM
722
Seelaus Asset Management
New Jersey
$204K +$204K +1,749 New
CA
723
Calton & Associates
Florida
$204K +$204K +1,744 New
CAMG
724
CWA Asset Management Group
Florida
$203K +$203K +1,738 New
PA
725
Parallel Advisors
California
$203K -$935 -8 -0.5%
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