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Constellation Energy
CEG

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: 8 → 15 (+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: 1,003 → 1,174 (+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

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$709M
2
Coatue Management
Coatue Management
New York
+$291M
3
GQG Partners
GQG Partners
Florida
+$252M
4
SCM
Steadfast Capital Management
New York
+$166M
5
Alkeon Capital Management
Alkeon Capital Management
New York
+$148M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$609M
2
OAG
Orbis Allan Gray
Bermuda
-$433M
3
Capital World Investors
Capital World Investors
California
-$226M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
5
State Street
State Street
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1151
Beaird Harris Wealth Management
Texas
$2.22K – – –
CPG
1152
Cornerstone Planning Group
New Jersey
$2.14K – – –
DWA
1153
Delos Wealth Advisors
Texas
$2.03K +$852 +6 +120%
WCM
1154
Winthrop Capital Management
Indiana
$2K +$1.28K +9 New
VWA
1155
Valued Wealth Advisors
Utah
$1.85K -$142 -1 -9%
AIM
1156
Anchor Investment Management
South Carolina
$1.85K +$1.42K +10 New
CWM
1157
Cedar Wealth Management
California
$1.66K – – –
TWD
1158
True Wealth Design
Ohio
$1.66K +$568 +4 +80%
FRA
1159
Frank Rimerman Advisors
California
$1.66K +$1.28K +9 New
TLA
1160
Tanglewood Legacy Advisors
Texas
$1.66K +$1.28K +9 New
DFC
1161
DB Fitzpatrick & Co
Idaho
$1.48K +$1.14K +8 New
FGAM
1162
Financial Gravity Asset Management
Texas
$1.47K +$1.14K +8 New
MAWCM
1163
Mine & Arao Wealth Creation & Management
California
$1.29K +$994 +7 New
FSWA
1164
Financial Synergies Wealth Advisors
Texas
$1.11K – – –
CSWM
1165
Cassady Schiller Wealth Management
Ohio
$1.11K +$852 +6 New
WOC
1166
West Oak Capital
California
$1K – – –
WWM
1167
Wolff Wiese Magana
California
$925 +$710 +5 New
WA
1168
WestEnd Advisors
North Carolina
$924 -$142 -1 -17%
TWP
1169
TFO Wealth Partners
Ohio
$739 – – –
A
1170
AlphaQuest
New York
$739 +$568 +4 New
CIAS
1171
CBIZ Investment Advisory Services
Ohio
$555 +$426 +3 New
IIM
1172
Intact Investment Management
Quebec, Canada
$370 – – –
DFA
1173
DHJJ Financial Advisors
Illinois
$185 – – –
PIC
1174
Portland Investment Counsel
Ontario, Canada
$22 +$213K +1,500 New
DWM
1175
Dogwood Wealth Management
Kansas
$5 – – –
45 46
47
48 49

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.