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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 %
FWM
776
Focused Wealth Management
New York
$93.9K +$117 +1 +0.1%
RIM
777
Rakuten Investment Management
Japan
$92.8K +$92.8K +792 New
NF
778
Norwood Financial
Pennsylvania
$82.1K – – –
MFA
779
McClarren Financial Advisors
Pennsylvania
$79K +$234 +2 +0.3%
HCP
780
Hexagon Capital Partners
Arkansas
$76.8K – – –
PFA
781
Pathway Financial Advisers
Indiana
$74.7K +$117 +1 +0.2%
CUAMC
782
China Universal Asset Management Company
China
$74K -$66K -565 -47%
DAM
783
Delta Asset Management
Tennessee
$74K +$1.17K +10 +2%
FPB
784
First PREMIER Bank
South Dakota
$73K – – –
CNBTD
785
Citizens National Bank Trust Department
Mississippi
$72K – – –
BCWM
786
Bartlett & Co Wealth Management
Ohio
$71.1K – – –
FUBT
787
First United Bank & Trust
Maryland
$71.1K +$71.1K +608 New
BC
788
Bartlett & Co
Ohio
$71K – – –
MCM
789
MV Capital Management
Maryland
$67.1K +$351 +3 +0.5%
TIM
790
Tortoise Investment Management
New York
$66.4K +$24.8K +212 +60%
AWM
791
Able Wealth Management
New Jersey
$66.2K +$66.2K +566 New
POIA
792
Pin Oak Investment Advisors
Texas
$66K – – –
MHR
793
Matthew Hamilton Rosenberg
$65.9K – – –
FGA
794
Fortis Group Advisors
New Jersey
$64.8K +$32.4K +277 +100%
PWMG
795
Prestige Wealth Management Group
New Jersey
$64.6K +$1.64K +14 +3%
GWS
796
Glassman Wealth Services
Virginia
$64.5K +$1.64K +14 +3%
WT
797
Washington Trust
Rhode Island
$64.3K – – –
RIM
798
Rockbridge Investment Management
New York
$63.7K +$63.7K +545 New
WB
799
Webster Bank
Connecticut
$63.1K – – –
JWM
800
Janiczek Wealth Management
Colorado
$62.3K +$26.7K +228 +75%
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