Constellation Energy
1,003 hedge funds and large institutions have $31.1B invested in Constellation Energy in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 338 increasing their positions, 317 reducing their positions, and 54 closing their positions.
209% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 54
11% more funds holding
Funds holding: 903 → 1,003 (+100)
6% more capital invested
Capital invested by funds: $29.3B → $31.1B (+$1.81B)
8% more call options, than puts
Call options by funds: $101M | Put options by funds: $93.3M
7% more repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 317
0.16% less ownership
Funds ownership: 83.53% → 83.37% (-0.16%)
47% less funds holding in top 10
Funds holding in top 10: 15 → 8 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$542M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$217M |
| 3 |
Barclays
London,
United Kingdom
|
+$84.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$54.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$51.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$387M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$185M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
-$104M |
| 4 |
Bank of New York Mellon
New York
|
-$100M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$99.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1051
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$14.7K | -135 | Closed |
|
|
ICM
1052
Intrepid Capital Management
Jacksonville Beach,
Florida
| – | -$14K | -128 | Closed |
|
|
AAP
1053
Arax Advisory Partners
Denver,
Colorado
| – | -$4.47K | -41 | Closed |
|
|
CT
1054
Colonial Trust
Spartanburg,
South Carolina
| – | -$2.4K | -40 | Closed |
|
|
CA
1055
Centerpoint Advisors
Needham,
Massachusetts
| – | -$2K | -16 | Closed |
|
|
UFF
1056
USA Financial Formulas
Ada,
Michigan
| – | -$1.53K | -14 | Closed |
|
|
LFA
1057
LGT Financial Advisors
Dallas,
Texas
| – | -$1.31K | -12 | Closed |
|
|
PVH
1058
Psagot Value Holdings
Tel Aviv,
Israel
| – | +$233 | +2 | New |
|
CEG Hedge Fund Activity: Q4 2023 in Review
1,003 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q4 2023, worth a combined $31.1B — up 6.2% from $29.3B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new CEG positions and 54 closed out — a net gain of 113 holders — while 338 added to existing stakes and 317 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $542M. The largest seller was Capital World Investors, cutting an estimated $387M.
- 1,003 institutional investors held Constellation Energy (CEG) as of Q4 2023, up from 903 in Q3 2023.
- Funds reported $31.1B of Constellation Energy stock for Q4 2023, up 6.2% quarter-over-quarter.
- 167 funds opened new Constellation Energy positions in Q4 2023 and 54 closed out, a net change of +113 holders.
- The largest Constellation Energy buyer in Q4 2023 was Morgan Stanley, an estimated $542M added.
- The largest Constellation Energy seller in Q4 2023 was Capital World Investors, an estimated $387M sold.
Based on aggregated 13F filings for Q4 2023.