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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
RDIA
1101
RE Dickinson Investment Advisors
Iowa
$11K +$8.8K +62 New
CYG
1102
Clean Yield Group
Vermont
$10.7K
ITIM
1103
Indiana Trust & Investment Management
Indiana
$10.7K
JFG
1104
JDM Financial Group
Texas
$10.7K
AWM
1105
Abound Wealth Management
Tennessee
$10.6K +$710 +5 +10%
WIA
1106
Wetzel Investment Advisors
Indiana
$10.3K
GWSG
1107
GPS Wealth Strategies Group
Colorado
$10.2K
EL
1108
EMFO LLC
Florida
$9.31K
JFG
1109
Jefferies Financial Group
New York
$9.24K -$525K -3,695 -99%
BWP
1110
Baldwin Wealth Partners
Massachusetts
$9.24K
CSC
1111
Caldwell Sutter Capital
California
$8.87K
HGERS
1112
Householder Group Estate & Retirement Specialist
Arizona
$8.69K
SHIM
1113
Stone House Investment Management
Pennsylvania
$8.32K
TVWM
1114
Tower View Wealth Management
Wisconsin
$8.13K
AW
1115
Avion Wealth
Texas
$8K +$2.56K +18 +78%
RWM
1116
Ruedi Wealth Management
Illinois
$7.76K
CCA
1117
Criterion Capital Advisors
Tennessee
$7.03K +$284 +2 +6%
SIC
1118
SJS Investment Consulting
Ohio
$6.66K -$710 -5 -12%
TIM
1119
Thompson Investment Management
Wisconsin
$6.66K
BFPW
1120
BOK Financial Private Wealth
Colorado
$6.1K
IGWM
1121
ICA Group Wealth Management
Colorado
$6.1K -$5.96K -42 -56%
AF
1122
Arrow Financial
New York
$6.1K
SC
1123
SouthState Corp
Florida
$6.1K +$4.69K +33 New
FCG
1124
Financial Connections Group
California
$6K +$4.12K +29 New
SFA
1125
Semmax Financial Advisors
North Carolina
$5.9K

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.