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Constellation Energy

1,308 hedge funds and large institutions have $51B invested in Constellation Energy in 2024 Q2 according to their latest regulatory filings, with 217 funds opening new positions, 501 increasing their positions, 357 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 66

100% more funds holding in top 10

Funds holding in top 10: 1530 (+15)

40% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 357

11% more funds holding

Funds holding: 1,1741,308 (+134)

7% more capital invested

Capital invested by funds: $47.9B → $51B (+$3.13B)

3% less call options, than puts

Call options by funds: $637M | Put options by funds: $658M

1.16% less ownership

Funds ownership: 82%80.84% (-1.2%)

Holders
1,308
Holders Change
+134
Holders Change %
+11.41%
% of All Funds
18.89%
Holding in Top 10
30
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+100%
% of All Funds
0.43%
New
217
Increased
501
Reduced
357
Closed
66
Calls
$637M
Puts
$658M
Net Calls
-$21M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
776
Benjamin F. Edwards & Company
Missouri
$447K -$244K -1,196 -35%
RWA
777
Redhawk Wealth Advisors
Minnesota
$446K +$408 +2 +0.1%
LIA
778
LSP Investment Advisors
New York
$442K
Kovitz Investment Group Partners
779
Kovitz Investment Group Partners
Illinois
$442K +$6.73K +33 +2%
CCWM
780
Cassaday & Co Wealth Management
Virginia
$441K -$58.5K -287 -12%
QCG
781
Quadrant Capital Group
Ohio
$441K +$87.3K +428 +24%
TC
782
TradeLink Capital
Illinois
$441K +$449K +2,200 New
CCG
783
Cloverfields Capital Group
Minnesota
$441K +$449K +2,202 New
SP
784
Successful Portfolios
Florida
$437K -$24.1K -118 -5%
CI
785
CX Institutional
Indiana
$433K +$13.1K +64 +3%
SAM
786
Sompo Asset Management
Japan
$433K -$165K -810 -27%
SP
787
Symmetry Partners
Connecticut
$428K -$133K -652 -23%
DC
788
Davenport & Co
Virginia
$428K -$10.2K -50 -2%
BWFA
789
Baltimore-Washington Financial Advisors
Maryland
$427K +$10.2K +50 +2%
SL
790
Stevard LLC
Illinois
$423K +$430K +2,110 New
FFM
791
Forum Financial Management
Illinois
$422K -$21K -103 -5%
ACA
792
Atlas Capital Advisors
Wyoming
$422K -$13.3K -65 -3%
APP
793
Avantax Planning Partners
Iowa
$420K +$1.02K +5 +0.2%
MIM
794
Merrion Investment Management
New Jersey
$419K
CPA
795
Court Place Advisors
Maryland
$416K
FIM
796
Freedom Investment Management
Connecticut
$414K +$421K +2,066 New
PFA
797
Plotkin Financial Advisors
Maryland
$413K
NCFG
798
New Century Financial Group
New Jersey
$408K +$416K +2,039 New
MA
799
Mutual Advisors
Nebraska
$406K +$232K +1,136 +93%
CSIC
800
Clifford Swan Investment Counsel
California
$404K -$408 -2 -0.1%