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Constellation Energy

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: 821874 (+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: 2625 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
851
Trifecta Capital Advisors
Illinois
$1.29K +$1.35K +15 New
BWM
852
BerganKDV Wealth Management
Minnesota
$1.21K
M
853
MOTCO
Texas
$1.12K -$11.3K -126 -91%
MPCL
854
My Personal CFO LLC
Washington
$1.03K +$1.08K +12 New
ANBT
855
American National Bank & Trust
Texas
$1K
SC
856
Sierra Capital
Florida
$1K
Jones Financial Companies
857
Jones Financial Companies
Missouri
$1K +$900 +10 New
BCM
858
Bourgeon Capital Management
Connecticut
$948
EI
859
Ellevest Inc
New York
$862
CWM
860
Cedar Wealth Management
California
$776
TFM
861
TFC Financial Management
Massachusetts
$604
WA
862
WestEnd Advisors
North Carolina
$603 +$180 +2 +40%
FSWA
863
Financial Synergies Wealth Advisors
Texas
$518
HS
864
Horan Securities
United States
$518
FA
865
Fiduciary Alliance
South Carolina
$517 +$540 +6 New
MYAM
866
Meiji Yasuda Asset Management
Japan
$440 -$7.2K -80 -2%
CCA
867
Column Capital Advisors
Indiana
$431 +$450 +5 New
TWD
868
True Wealth Design
Ohio
$431 +$450 +5 New
FGAM
869
Financial Gravity Asset Management
Texas
$342 +$7.74K +86 New
IIM
870
Intact Investment Management
Quebec, Canada
$172 +$180 +2 New
BWL
871
Bogart Wealth LLC
Virginia
$15
CMP
872
Coston McIsaac & Partners
Maine
$2
CET
873
Clean Energy Transition
United Kingdom
-$116M -1,390,252 Closed
CCM
874
CAAS Capital Management
New York
-$40.6M -488,181 Closed
SSA
875
Schonfeld Strategic Advisors
New York
-$21.6M -260,068 Closed

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.