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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
WI
201
Wafra Inc
New York
$9.93M
CWM
202
CIBC World Markets
New York
$9.78M -$4.84M -34,103 -39%
UIM
203
USS Investment Management
United Kingdom
$9.76M +$101K +708 +1%
QCM
204
QRG Capital Management
Illinois
$9.45M +$490K +3,453 +7%
TAF
205
Tredje AP-fonden
Sweden
$9.41M -$1.18M -8,300 -14%
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$9.39M +$5.31M +37,365 +278%
HAG
207
HighPoint Advisor Group
Illinois
$9.27M -$149K -1,046 -2%
SM
208
Soapstone Management
Maryland
$9.24M -$9.94M -70,000 -58%
Acadian Asset Management
209
Acadian Asset Management
Massachusetts
$9.22M -$2.37M -16,664 -25%
ACM
210
Advisors Capital Management
New Jersey
$9.19M -$1.1M -7,744 -13%
SMDAM
211
Sumitomo Mitsui DS Asset Management
Japan
$9.18M +$1.12M +7,856 +19%
FP
212
Foundry Partners
Minnesota
$8.96M -$4.4M -31,015 -39%
Truist Financial
213
Truist Financial
North Carolina
$8.76M -$834K -5,874 -11%
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$8.7M +$3.16M +22,270 +90%
HighTower Advisors
215
HighTower Advisors
Illinois
$8.56M -$1.04M -7,307 -14%
Pathstone Holdings
216
Pathstone Holdings
New Jersey
$8.53M +$263K +1,851 +4%
ATIA
217
American Trust Investment Advisors
New Hampshire
$8.33M -$627K -4,418 -9%
IMPI
218
Ilmarinen Mutual Pension Insurance
Finland
$8.32M +$1.35M +9,500 +27%
HA
219
Heartland Advisors
Wisconsin
$8.24M -$10.1M -71,297 -62%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
220
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.13M +$6.25M +44,000 New
EIP
221
Energy Income Partners
Connecticut
$8.11M -$714K -5,026 -10%
Janus Henderson Group
222
Janus Henderson Group
United Kingdom
$8.1M -$56.1K -395 -0.9%
NYLIM
223
New York Life Investment Management
New York
$8.06M -$235K -1,658 -4%
LSERS
224
Louisiana State Employees Retirement System
Louisiana
$8.02M -$185K -1,300 -3%
Pacer Advisors
225
Pacer Advisors
Pennsylvania
$7.99M +$173K +1,216 +3%

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.