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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$112M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$94.9M |
| 3 |
Morgan Stanley
New York
|
+$83.1M |
| 4 |
SCM
Steadfast Capital Management
New York
|
+$75.8M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$74.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$121M |
| 2 |
CET
Clean Energy Transition
London,
United Kingdom
|
-$116M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$79.9M |
| 4 |
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 |
|
|---|---|---|---|---|---|
|
SWM
926
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$9K | -106 | Closed |
|
|
SPWG
927
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| – | -$8K | -92 | Closed |
|
|
FA
928
Financial Advantage
Columbia,
Maryland
| – | -$7K | -90 | Closed |
|
|
ME
929
McIlrath & Eck
Arlington,
Washington
| – | -$7K | -80 | Closed |
|
|
LS
930
Leelyn Smith
Geneva,
Illinois
| – | -$6K | -71 | Closed |
|
|
WWMSC
931
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$5K | -55 | Closed |
|
|
AS
932
Altshuler Shaham
Tel Aviv,
Israel
| – | -$4K | -52 | Closed |
|
|
GWSG
933
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$3K | -36 | Closed |
|
|
ACM
934
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$2.57K | -31 | Closed |
|
935
Lazard Asset Management
New York
| – | -$1.89K | -21 | -72% |
|
|
EC
936
EdgeRock Capital
Denver,
Colorado
| – | -$1K | -10 | 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.