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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
GL
826
Graypoint LLC
New York
$275K +$211K +1,489 New
BBHC
827
Brown Brothers Harriman & Co
New York
$273K +$10.5K +74 +5%
SWM
828
SFG Wealth Management
Maryland
$272K +$209K +1,473 New
DWT
829
Dorsey & Whitney Trust
South Dakota
$272K +$209K +1,471 New
BFA
830
Beaumont Financial Advisors
Massachusetts
$271K +$208K +1,465 New
EW
831
Evoke Wealth
California
$271K +$208K +1,464 New
EBWM
832
Eagle Bluffs Wealth Management
Missouri
$269K +$206K +1,453 New
WTFG
833
Wells Trecaso Financial Group
Ohio
$269K +$206K +1,453 New
LWA
834
Lineweaver Wealth Advisors
Ohio
$268K +$206K +1,451 New
FSA
835
Franklin Street Advisors
North Carolina
$268K +$206K +1,449 New
TIA
836
Traphagen Investment Advisors
New Jersey
$267K +$205K +1,444 New
VCA
837
Verdence Capital Advisors
Maryland
$267K +$205K +1,443 New
AAIS
838
ABN AMRO Investment Solutions
$265K +$204K +1,434 New
PD
839
Planning Directions
Pennsylvania
$265K +$204K +1,434 New
CWP
840
Cyndeo Wealth Partners
Florida
$265K +$203K +1,431 New
AFT
841
Alpha Family Trust
California
$264K +$203K +1,430 New
CUAMC
842
China Universal Asset Management Company
China
$264K +$113K +795 +126%
SFG
843
SevenBridge Financial Group
Pennsylvania
$264K +$192K +1,353 New
GC
844
Grimes & Company
Massachusetts
$262K +$201K +1,417 New
CSPIA
845
Cary Street Partners Investment Advisory
Virginia
$262K +$201K +1,417 New
WAM
846
Winslow Asset Management
Ohio
$258K +$198K +1,396 New
CCG
847
Cypress Capital Group
Florida
$257K +$197K +1,389 New
AWM
848
Aries Wealth Management
Maine
$256K +$197K +1,385 New
OFS
849
OneAscent Financial Services
Alabama
$256K +$197K +1,385 New
VVP
850
Venture Visionary Partners
Ohio
$255K +$196K +1,382 New
32 33
34
35 36

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.