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Constellation Energy

1,174 hedge funds and large institutions have $47.9B invested in Constellation Energy in 2024 Q1 according to their latest regulatory filings, with 272 funds opening new positions, 340 increasing their positions, 373 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more first-time investments, than exits

New positions opened: 272 | Existing positions closed: 90

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

54% more capital invested

Capital invested by funds: $31.1B → $47.9B (+$16.8B)

31% more call options, than puts

Call options by funds: $481M | Put options by funds: $368M

17% more funds holding

Funds holding: 1,0031,174 (+171)

9% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 373

1.37% less ownership

Funds ownership: 83.37%82% (-1.4%)

Holders
1,174
Holders Change
+171
Holders Change %
+17.05%
% of All Funds
16.91%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
272
Increased
340
Reduced
373
Closed
90
Calls
$481M
Puts
$368M
Net Calls
+$113M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
RP
1051
Raelipskie Partnership
Ontario, Canada
$30.7K
LI
1052
LRI Investments
Florida
$30.1K +$23.1K +163 New
HDIM
1053
Hanson & Doremus Investment Management
Vermont
$30K
BC
1054
Barrett & Company
Rhode Island
$29.6K
FP
1055
Financial Perspectives
Minnesota
$29.6K
CB
1056
CNB Bank
Pennsylvania
$29.4K
CCM
1057
Chilton Capital Management
Texas
$29K +$22.3K +157 New
PMFA
1058
Plante Moran Financial Advisors
Michigan
$27.7K
SC
1059
Stephens Consulting
Michigan
$27K
IPW
1060
Impact Partnership Wealth
Georgia
$26.2K
IBOK
1061
Independence Bank of Kentucky
Kentucky
$24.6K
FG
1062
Fairman Group
Pennsylvania
$24.2K +$9.66K +68 +108%
SS
1063
Sunbelt Securities
Texas
$23.3K +$13.3K +94 +294%
HCM
1064
Highlander Capital Management
New Jersey
$21.4K
RCM
1065
Richardson Capital Management
Wisconsin
$21.4K
RCM
1066
Raleigh Capital Management
North Carolina
$21.3K -$39.3K -277 -71%
ST
1067
Smithfield Trust
Pennsylvania
$21K
SA
1068
SRH Advisors
Kansas
$20.9K
CT
1069
Clearstead Trust
Maine
$20.3K +$3.98K +28 +34%
IFAM
1070
Institutional & Family Asset Management
Colorado
$20K -$1.99K -14 -11%
GI
1071
Gradient Investments
Minnesota
$19.8K -$120K -844 -89%
HPC
1072
HM Payson & Co
Maine
$19K
OC
1073
Oakworth Capital
Alabama
$18.5K
SIM
1074
Studio Investment Management
Illinois
$18.5K
MCM
1075
MidAtlantic Capital Management
Virginia
$18.3K

CEG Hedge Fund Activity: Q1 2024 in Review

1,174 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q1 2024, worth a combined $47.9B — up 54% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 272 funds opened new CEG positions and 90 closed out — a net gain of 182 holders — while 340 added to existing stakes and 373 trimmed.

The largest buyer was Franklin Resources, adding an estimated $709M. The largest seller was Morgan Stanley, cutting an estimated $609M.

  • 1,174 institutional investors held Constellation Energy (CEG) as of Q1 2024, up from 1,003 in Q4 2023.
  • Funds reported $47.9B of Constellation Energy stock for Q1 2024, up 54% quarter-over-quarter.
  • 272 funds opened new Constellation Energy positions in Q1 2024 and 90 closed out, a net change of +182 holders.
  • The largest Constellation Energy buyer in Q1 2024 was Franklin Resources, an estimated $709M added.
  • The largest Constellation Energy seller in Q1 2024 was Morgan Stanley, an estimated $609M sold.

Based on aggregated 13F filings for Q1 2024.