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Constellation Energy

1,308 hedge funds and large institutions have $51B invested in Constellation Energy in 2024 Q2 according to their latest regulatory filings, with 217 funds opening new positions, 501 increasing their positions, 357 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 66

100% more funds holding in top 10

Funds holding in top 10: 1530 (+15)

40% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 357

11% more funds holding

Funds holding: 1,1741,308 (+134)

7% more capital invested

Capital invested by funds: $47.9B → $51B (+$3.13B)

3% less call options, than puts

Call options by funds: $637M | Put options by funds: $658M

1.16% less ownership

Funds ownership: 82%80.84% (-1.2%)

Holders
1,308
Holders Change
+134
Holders Change %
+11.41%
% of All Funds
18.89%
Holding in Top 10
30
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+100%
% of All Funds
0.43%
New
217
Increased
501
Reduced
357
Closed
66
Calls
$637M
Puts
$658M
Net Calls
-$21M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
901
SFG Wealth Management
Maryland
$305K +$10.2K +50 +3%
SHFA
902
SC&H Financial Advisors
Maryland
$305K +$4.08K +20 +1%
EFA
903
Edge Financial Advisors
Illinois
$304K +$612 +3 +0.2%
BBHC
904
Brown Brothers Harriman & Co
New York
$303K +$6.53K +32 +2%
SAM
905
Smartleaf Asset Management
Massachusetts
$301K +$76.1K +373 +34%
PIC
906
Portland Investment Counsel
Ontario, Canada
$300K
NL
907
NKCFO LLC
Illinois
$300K -$612K -3,000 -67%
MFG
908
Merit Financial Group
Georgia
$300K +$80.2K +393 +36%
LSPW
909
Lake Street Private Wealth
Illinois
$299K
RVPG
910
Relative Value Partners Group
$299K +$305K +1,495 New
BFA
911
Beaumont Financial Advisors
Massachusetts
$299K +$6.12K +30 +2%
DWT
912
Dorsey & Whitney Trust
South Dakota
$299K +$4.69K +23 +2%
CB
913
Cadence Bank
Mississippi
$299K
RPCONE
914
Retirement Planning Company of New England
Rhode Island
$298K -$5.3K -26 -2%
BTWM
915
Brass Tax Wealth Management
Ohio
$298K +$303K +1,486 New
PD
916
Planning Directions
Pennsylvania
$295K +$7.96K +39 +3%
CWM
917
Cornerstone Wealth Management
Missouri
$294K -$4.69K -23 -2%
USCWA
918
U.S. Capital Wealth Advisors
Texas
$294K +$56.9K +279 +24%
UAML
919
US Asset Management LLC
Pennsylvania
$293K -$15.5K -76 -5%
LWA
920
Lineweaver Wealth Advisors
Ohio
$292K +$1.84K +9 +0.6%
Financial Engines Advisors
921
Financial Engines Advisors
California
$291K +$297K +1,454 New
SIA
922
Sit Investment Associates
Minnesota
$291K -$63.2K -310 -18%
EBWM
923
Eagle Bluffs Wealth Management
Missouri
$291K
WTFG
924
Wells Trecaso Financial Group
Ohio
$291K
VCA
925
Verdence Capital Advisors
Maryland
$291K +$1.84K +9 +0.6%