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Constellation Energy
CEG

874 hedge funds and large institutions have $23.1B invested in Constellation Energy in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 271 increasing their positions, 300 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 69

47% more call options, than puts

Call options by funds: $73.4M | Put options by funds: $49.8M

6% more funds holding

Funds holding: 821 → 874 (+53)

4% more capital invested

Capital invested by funds: $22.3B → $23.1B (+$844M)

0.14% more ownership

Funds ownership: 82.18% → 82.31% (+0.14%)

10% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 300

4% less funds holding in top 10

Funds holding in top 10: 26 → 25 (-1)

Holders
874
Holders Change
+53
Holders Change %
+6.46%
% of All Funds
14.05%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.4%
New
137
Increased
271
Reduced
300
Closed
69
Calls
$73.4M
Puts
$49.8M
Net Calls
+$23.6M
Net Calls Change
+$40.4M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$112M
2
Capital International Investors
Capital International Investors
California
+$94.9M
3
Morgan Stanley
Morgan Stanley
New York
+$83.1M
4
SCM
Steadfast Capital Management
New York
+$75.8M
5
Artisan Partners
Artisan Partners
Wisconsin
+$74.6M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$121M
2
CET
Clean Energy Transition
United Kingdom
-$116M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$79.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$58.9M
5
DSC
Donald Smith & Co
New York
-$52.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
826
Arax Advisory Partners
Colorado
$3.54K – – –
WWP
827
WR Wealth Planners
Missouri
$3.1K – – –
BSB
828
Bangor Savings Bank
Maine
$3K -$14.9K -166 -83%
AF
829
Arrow Financial
New York
$3K – – –
TWM
830
Tradition Wealth Management
Minnesota
$3K +$2.7K +30 New
NFSG
831
Newbridge Financial Services Group
Florida
$2.93K – – –
CTA
832
Colonial Trust Advisors
South Carolina
$2.93K +$3.06K +34 New
GGI
833
Godsey & Gibb Inc
Virginia
$2.93K +$3.06K +34 New
TC
834
Truvestments Capital
Florida
$2.85K – – –
SIC
835
SJS Investment Consulting
Ohio
$2.85K +$1.35K +15 +83%
Fidelity International
836
Fidelity International
Bermuda
$2.59K +$1.35K +15 +100%
SIC
837
Salem Investment Counselors
North Carolina
$2.5K +$720 +8 +38%
DI
838
Disciplined Investments
Oklahoma
$2.41K -$180 -2 -7%
HWP
839
Highline Wealth Partners
California
$2.24K – – –
ETC
840
Exchange Traded Concepts
Oklahoma
$2.24K +$2.34K +26 New
MSCM
841
McElhenny Sheffield Capital Management
Texas
$2.15K +$2.25K +25 New
SFA
842
Semmax Financial Advisors
North Carolina
$2K – – –
CAC
843
Core Alternative Capital
Georgia
$1.91K – – –
AWM
844
Abound Wealth Management
Tennessee
$1.9K -$1.35K -15 -41%
EBA
845
Eagle Bay Advisors
New York
$1.9K – – –
AA
846
Addison Advisors
Vermont
$1.81K – – –
CA
847
Crewe Advisors
Utah
$1.47K -$16.5K -183 -92%
VCM
848
Versant Capital Management
Arizona
$1.47K – – –
GWMI
849
Guardian Wealth Management (Illinois)
Illinois
$1.39K – – –
LF
850
Lee Financial
Texas
$1.38K – – –
32 33
34
35 36

CEG Hedge Fund Activity: Q4 2022 in Review

874 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q4 2022, worth a combined $23.1B — up 3.8% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new CEG positions and 69 closed out — a net gain of 68 holders — while 271 added to existing stakes and 300 trimmed.

The largest buyer was BlackRock, adding an estimated $112M. The largest seller was Capital Research Global Investors, cutting an estimated $121M.

  • 874 institutional investors held Constellation Energy (CEG) as of Q4 2022, up from 821 in Q3 2022.
  • Funds reported $23.1B of Constellation Energy stock for Q4 2022, up 3.8% quarter-over-quarter.
  • 137 funds opened new Constellation Energy positions in Q4 2022 and 69 closed out, a net change of +68 holders.
  • The largest Constellation Energy buyer in Q4 2022 was BlackRock, an estimated $112M added.
  • The largest Constellation Energy seller in Q4 2022 was Capital Research Global Investors, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2022.