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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
PPC
1076
Park Place Capital
Alabama
$17.4K -$4.69K -33 -26%
PIM
1077
Plato Investment Management
Australia
$16.8K +$12.9K +91 New
Kayne Anderson Rudnick Investment Management
1078
Kayne Anderson Rudnick Investment Management
California
$16.4K +$2.13K +15 +21%
SN
1079
Sittner & Nelson
Oregon
$16.1K
FMP
1080
Financial Management Professionals
Texas
$16K -$568 -4 -4%
PP
1081
PrairieView Partners
Minnesota
$16K
LWANC
1082
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.3K
ANBT
1083
American National Bank & Trust
Texas
$15.3K +$11.8K +83 New
BFS
1084
Burkett Financial Services
South Carolina
$14.8K +$11.4K +80 New
NBT
1085
Northwest Bank & Trust
Iowa
$14.1K
CMA
1086
Cedar Mountain Advisors
Oregon
$13.9K
IHWM
1087
Iron Horse Wealth Management
Iowa
$13.9K
TC
1088
Truvestments Capital
Florida
$13.5K +$5.68K +40 +121%
LCM
1089
Logan Capital Management
Pennsylvania
$12.9K
FWM
1090
FSA Wealth Management
Massachusetts
$12.6K
AT
1091
Arlington Trust
Alabama
$12.4K -$1.14K -8 -11%
AP
1092
Atwood & Palmer
Missouri
$12.2K
HWA
1093
Heritage Wealth Advisors
Virginia
$12.2K
PSB
1094
Piscataqua Savings Bank
New Hampshire
$12.2K
RBC
1095
Roble Belko & Company
Pennsylvania
$12K
UIA
1096
Ulland Investment Advisors
Minnesota
$12K
CCMI
1097
Creative Capital Management Investments
California
$11.6K
AFS
1098
Annapolis Financial Services
Maryland
$11.5K -$4.4K -31 -33%
MWM
1099
Mascoma Wealth Management
New Hampshire
$11.5K
PG
1100
Proffitt & Goodson
Tennessee
$11.3K

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.