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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
VAG
1126
VisionPoint Advisory Group
Texas
$5.55K -$710 -5 -14%
PAG
1127
Paladin Advisory Group
Iowa
$5.39K
SWS
1128
SYSTM Wealth Solutions
Illinois
$5.36K +$4.12K +29 New
JGIA
1129
Jackson Grant Investment Advisers
Connecticut
$5.18K
CMP
1130
Coston McIsaac & Partners
Maine
$5K
HWP
1131
Highline Wealth Partners
California
$4.82K
DF
1132
Dunhill Financial
United Kingdom
$4.71K +$426 +3 +14%
WAS
1133
Winch Advisory Services
Wisconsin
$4.63K +$3.55K +25 New
CA
1134
Crewe Advisors
Utah
$4.62K +$3.55K +25 New
GGI
1135
Godsey & Gibb Inc
Virginia
$4.44K +$3.41K +24 New
M
1136
MOTCO
Texas
$4.44K -$568 -4 -14%
TCG
1137
Transcendent Capital Group
Oklahoma
$4.44K
AP
1138
Aspect Partners
Virginia
$4.07K
EBA
1139
Eagle Bay Advisors
New York
$4.07K
PCM
1140
Penserra Capital Management
California
$4K -$206K -1,453 -98%
AA
1141
Addison Advisors
Vermont
$3.88K
VCM
1142
Versant Capital Management
Arizona
$3.88K
RFG
1143
RFP Financial Group
Georgia
$3.33K +$2.56K +18 New
TFM
1144
TFC Financial Management
Massachusetts
$3.15K +$284 +2 +13%
GWMI
1145
Guardian Wealth Management (Illinois)
Illinois
$3.02K
TCA
1146
Trifecta Capital Advisors
Illinois
$2.77K
CAC
1147
Core Alternative Capital
Georgia
$2.59K -$13.5K -95 -87%
MSG
1148
Main Street Group
Virginia
$2.42K
CTA
1149
Colonial Trust Advisors
South Carolina
$2.4K -$142 -1 -7%
PO
1150
Private Ocean
California
$2.4K

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.