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Constellation Energy
CEG

1,174 hedge funds and large institutions have $47.9B invested in Constellation Energy in 2024 Q1 according to their latest regulatory filings, with 272 funds opening new positions, 340 increasing their positions, 373 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more first-time investments, than exits

New positions opened: 272 | Existing positions closed: 90

88% more funds holding in top 10

Funds holding in top 10: 8 → 15 (+7)

54% more capital invested

Capital invested by funds: $31.1B → $47.9B (+$16.8B)

31% more call options, than puts

Call options by funds: $481M | Put options by funds: $368M

17% more funds holding

Funds holding: 1,003 → 1,174 (+171)

9% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 373

1.37% less ownership

Funds ownership: 83.37% → 82% (-1.4%)

Holders
1,174
Holders Change
+171
Holders Change %
+17.05%
% of All Funds
16.91%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
272
Increased
340
Reduced
373
Closed
90
Calls
$481M
Puts
$368M
Net Calls
+$113M
Net Calls Change
+$106M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$709M
2
Coatue Management
Coatue Management
New York
+$291M
3
GQG Partners
GQG Partners
Florida
+$252M
4
SCM
Steadfast Capital Management
New York
+$166M
5
Alkeon Capital Management
Alkeon Capital Management
New York
+$148M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$609M
2
OAG
Orbis Allan Gray
Bermuda
-$433M
3
Capital World Investors
Capital World Investors
California
-$226M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
5
State Street
State Street
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
801
Farther Finance Advisors
California
$293K +$7.53K +53 +3%
LFAS
802
Level Four Advisory Services
Texas
$293K – – –
CFGS
803
Concourse Financial Group Securities
Alabama
$292K +$24.7K +174 +12%
GIA
804
Gateway Investment Advisers
Ohio
$287K +$221K +1,554 New
AWAP
805
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$287K +$220K +1,550 New
TTWM
806
TCV Trust & Wealth Management
Virginia
$287K +$220K +1,550 New
HT
807
Heritage Trust
Oklahoma
$286K +$220K +1,546 New
MGIA
808
Moneta Group Investment Advisors
Missouri
$284K +$218K +1,538 New
UAML
809
US Asset Management LLC
Pennsylvania
$284K +$219K +1,539 New
PFBT
810
Parkside Financial Bank & Trust
Missouri
$282K -$16.2K -114 -7%
GSC
811
Grey Street Capital
Illinois
$282K +$217K +1,528 New
NOI
812
Newton One Investments
Delaware
$282K – – –
NFSG
813
Newbridge Financial Services Group
Florida
$280K +$215K +1,517 New
EFA
814
Edge Financial Advisors
Illinois
$280K +$215K +1,517 New
RPCONE
815
Retirement Planning Company of New England
Rhode Island
$279K +$215K +1,512 New
CMF
816
Counterpoint Mutual Funds
California
$279K +$214K +1,510 New
WCA
817
Westover Capital Advisors
Delaware
$279K +$214K +1,507 New
AWA
818
Arkadios Wealth Advisors
Georgia
$278K +$214K +1,504 New
SHFA
819
SC&H Financial Advisors
Maryland
$277K +$213K +1,501 New
Belvedere Trading
820
Belvedere Trading
Illinois
$277K +$213K +1,500 New
PWM
821
Perigon Wealth Management
California
$277K +$213K +1,499 New
LSPW
822
Lake Street Private Wealth
Illinois
$276K +$212K +1,495 New
CB
823
Cadence Bank
Mississippi
$276K +$212K +1,492 New
CWM
824
Cornerstone Wealth Management
Missouri
$276K +$212K +1,490 New
RS
825
Rakuten Securities
Japan
$275K +$210K +1,479 +13,445%
31 32
33
34 35

CEG Hedge Fund Activity: Q1 2024 in Review

1,174 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q1 2024, worth a combined $47.9B — up 54% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 272 funds opened new CEG positions and 90 closed out — a net gain of 182 holders — while 340 added to existing stakes and 373 trimmed.

The largest buyer was Franklin Resources, adding an estimated $709M. The largest seller was Morgan Stanley, cutting an estimated $609M.

  • 1,174 institutional investors held Constellation Energy (CEG) as of Q1 2024, up from 1,003 in Q4 2023.
  • Funds reported $47.9B of Constellation Energy stock for Q1 2024, up 54% quarter-over-quarter.
  • 272 funds opened new Constellation Energy positions in Q1 2024 and 90 closed out, a net change of +182 holders.
  • The largest Constellation Energy buyer in Q1 2024 was Franklin Resources, an estimated $709M added.
  • The largest Constellation Energy seller in Q1 2024 was Morgan Stanley, an estimated $609M sold.

Based on aggregated 13F filings for Q1 2024.