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Constellation Energy
CEG

848 hedge funds and large institutions have $24.9B invested in Constellation Energy in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 282 increasing their positions, 298 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 82

18% more capital invested

Capital invested by funds: $21.2B → $24.9B (+$3.75B)

1.8% more ownership

Funds ownership: 82.28% → 84.08% (+1.8%)

1% more funds holding

Funds holding: 837 → 848 (+11)

4% more call options, than puts

Call options by funds: $122M | Put options by funds: $117M

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

5% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 298

Holders
848
Holders Change
+11
Holders Change %
+1.31%
% of All Funds
13.31%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
100
Increased
282
Reduced
298
Closed
82
Calls
$122M
Puts
$117M
Net Calls
+$4.63M
Net Calls Change
+$54.2M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.05B
2
Capital World Investors
Capital World Investors
California
+$889M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
4
Millennium Management
Millennium Management
New York
+$37.2M
5
ACG
Aventail Capital Group
New York
+$34.7M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$519M
2
BlackRock
BlackRock
New York
-$180M
3
AL
Appaloosa LP
New Jersey
-$132M
4
Citadel Advisors
Citadel Advisors
Florida
-$108M
5
Renaissance Technologies
Renaissance Technologies
New York
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
801
Allianz Asset Management
Germany
$4.08K -$357K -4,303 -9%
M
802
MOTCO
Texas
$4.03K +$2.57K +31 +238%
Loomis, Sayles & Company
803
Loomis, Sayles & Company
Massachusetts
$4K -$7.05K -85 -67%
TWM
804
Tradition Wealth Management
Minnesota
$4K -$2.07K -25 -36%
TVWM
805
Tower View Wealth Management
Wisconsin
$4K – – –
AWM
806
Abound Wealth Management
Tennessee
$3.85K +$497 +6 +17%
RWM
807
Ruedi Wealth Management
Illinois
$3.85K – – –
AAP
808
Arax Advisory Partners
Colorado
$3.75K – – –
IPW
809
Impact Partnership Wealth
Georgia
$3.48K +$3.15K +38 New
GWSG
810
GPS Wealth Strategies Group
Colorado
$3.3K – – –
ETC
811
Exchange Traded Concepts
Oklahoma
$3.3K +$2.98K +36 New
Kayne Anderson Rudnick Investment Management
812
Kayne Anderson Rudnick Investment Management
California
$3.11K +$2.24K +27 +386%
AF
813
Arrow Financial
New York
$3.02K – – –
TC
814
Truvestments Capital
Florida
$3.02K – – –
SS
815
Sunbelt Securities
Texas
$2.93K – – –
CTA
816
Colonial Trust Advisors
South Carolina
$2.75K – – –
PAG
817
Paladin Advisory Group
Iowa
$2.65K – – –
SIC
818
SJS Investment Consulting
Ohio
$2.56K +$663 +8 +40%
JGIA
819
Jackson Grant Investment Advisers
Connecticut
$2.56K – – –
HWP
820
Highline Wealth Partners
California
$2.38K – – –
DI
821
Disciplined Investments
Oklahoma
$2.29K -$83 -1 -4%
EBA
822
Eagle Bay Advisors
New York
$2.01K – – –
CMP
823
Coston McIsaac & Partners
Maine
$2K – – –
AA
824
Addison Advisors
Vermont
$1.92K – – –
VCM
825
Versant Capital Management
Arizona
$1.74K +$166 +2 +12%
31 32
33
34 35

CEG Hedge Fund Activity: Q2 2023 in Review

848 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q2 2023, worth a combined $24.9B — up 18% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new CEG positions and 82 closed out — a net gain of 18 holders — while 282 added to existing stakes and 298 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.05B. The largest seller was Wellington Management Group, cutting an estimated $519M.

  • 848 institutional investors held Constellation Energy (CEG) as of Q2 2023, up from 837 in Q1 2023.
  • Funds reported $24.9B of Constellation Energy stock for Q2 2023, up 18% quarter-over-quarter.
  • 100 funds opened new Constellation Energy positions in Q2 2023 and 82 closed out, a net change of +18 holders.
  • The largest Constellation Energy buyer in Q2 2023 was T. Rowe Price Associates, an estimated $1.05B added.
  • The largest Constellation Energy seller in Q2 2023 was Wellington Management Group, an estimated $519M sold.

Based on aggregated 13F filings for Q2 2023.