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Constellation Energy

997 hedge funds and large institutions have $31B invested in Constellation Energy in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 335 increasing their positions, 314 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+101
Holders Change %
+11.27%
% of All Funds
14.62%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
167
Increased
335
Reduced
314
Closed
53
Calls
$101M
Puts
$93.3M
Net Calls
+$7.3M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
976
Trifecta Capital Advisors
Illinois
$1.75K
CTA
977
Colonial Trust Advisors
South Carolina
$1.64K -$1.87K -16 -53%
PO
978
Private Ocean
California
$1.52K
MSG
979
Main Street Group
Virginia
$1.52K +$1.52K +13 New
BHWM
980
Beaird Harris Wealth Management
Texas
$1.4K +$1.4K +12 New
CPG
981
Cornerstone Planning Group
New Jersey
$1.29K
RS
982
Rakuten Securities
Japan
$1.29K +$1.29K +11 New
VWA
983
Valued Wealth Advisors
Utah
$1.2K +$1.2K +11 New
CWM
984
Cedar Wealth Management
California
$1.05K
WOC
985
West Oak Capital
California
$1K
Lazard Asset Management
986
Lazard Asset Management
New York
$1K
WA
987
WestEnd Advisors
North Carolina
$701 -$234 -2 -25%
TWD
988
True Wealth Design
Ohio
$585
DWA
989
Delos Wealth Advisors
Texas
$585
CPG
990
Custom Portfolio Group
Colorado
$584 +$584 +5 New
FSWA
991
Financial Synergies Wealth Advisors
Texas
$518
TWP
992
TFO Wealth Partners
Ohio
$468
EWM
993
Evermay Wealth Management
Virginia
$351 +$351 +3 New
IIM
994
Intact Investment Management
Quebec, Canada
$234
PCTC
995
Perkins Coie Trust Company
Washington
$233 -$233 -2 -50%
DFA
996
DHJJ Financial Advisors
Illinois
$117
DWM
997
Dogwood Wealth Management
Kansas
$5
OCAM
998
Owl Creek Asset Management
New York
-$57.4M -526,164 Closed
ZIG
999
Zurich Insurance Group
Switzerland
-$38.6M -354,047 Closed
MC
1000
Maverick Capital
Texas
-$36.6M -335,616 Closed