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Constellation Energy

874 hedge funds and large institutions have $23.1B invested in Constellation Energy in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 271 increasing their positions, 300 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 69

47% more call options, than puts

Call options by funds: $73.4M | Put options by funds: $49.8M

6% more funds holding

Funds holding: 821874 (+53)

4% more capital invested

Capital invested by funds: $22.3B → $23.1B (+$844M)

0.14% more ownership

Funds ownership: 82.18%82.31% (+0.14%)

10% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 300

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

Holders
874
Holders Change
+53
Holders Change %
+6.46%
% of All Funds
14.05%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.4%
New
137
Increased
271
Reduced
300
Closed
69
Calls
$73.4M
Puts
$49.8M
Net Calls
+$23.6M
Net Calls Change
+$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.31B -$8.63M -95,935 -0.2%
BlackRock
2
BlackRock
New York
$2.15B +$112M +1,249,561 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.14B +$47.2M +525,050 +2%
Capital International Investors
4
Capital International Investors
California
$2.08B +$94.9M +1,054,731 +5%
State Street
5
State Street
Massachusetts
$1.58B -$43.5M -483,150 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$999M -$79.9M -887,612 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$593M +$14.8M +164,478 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$541M -$58.9M -655,019 -9%
Morgan Stanley
9
Morgan Stanley
New York
$445M +$83.1M +923,970 +22%
PI
10
Putnam Investments
Massachusetts
$407M +$17.7M +196,653 +4%
OAG
11
Orbis Allan Gray
Bermuda
$358M +$59.1M +656,394 +19%
SCA
12
Southpoint Capital Advisors
New York
$323M +$22.5M +250,000 +7%
SCM
13
Steadfast Capital Management
New York
$309M +$75.8M +842,071 +31%
Northern Trust
14
Northern Trust
Illinois
$285M -$1.28M -14,253 -0.4%
AL
15
Appaloosa LP
New Jersey
$207M -$20.8M -231,271 -9%
Jennison Associates
16
Jennison Associates
New York
$199M +$8.72M +96,936 +4%
Legal & General Group
17
Legal & General Group
United Kingdom
$193M -$4.25M -47,271 -2%
ECP
18
Electron Capital Partners
New York
$190M -$3.16M -35,105 -2%
CIA
19
ClearBridge Investments (Australia)
Australia
$177M +$74M +823,063 +67%
AIM
20
Artemis Investment Management
United Kingdom
$175M -$1.03M -11,504 -0.6%
Capital Research Global Investors
21
Capital Research Global Investors
California
$165M -$121M -1,341,419 -41%
MP
22
MFN Partners
Massachusetts
$160M
Invesco
23
Invesco
Georgia
$159M -$20.4M -226,763 -11%
MP
24
Munro Partners
Australia
$150M +$24.3M +270,180 +18%
Charles Schwab
25
Charles Schwab
California
$147M +$4.31M +47,963 +3%

CEG Hedge Fund Activity: Q4 2022 in Review

874 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Constellation Energy (CEG) for Q4 2022, worth a combined $23.1B — up 3.8% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new CEG positions and 69 closed out — a net gain of 68 holders — while 271 added to existing stakes and 300 trimmed.

The largest buyer was BlackRock, adding an estimated $112M. The largest seller was Capital Research Global Investors, cutting an estimated $121M.

  • 874 institutional investors held Constellation Energy (CEG) as of Q4 2022, up from 821 in Q3 2022.
  • Funds reported $23.1B of Constellation Energy stock for Q4 2022, up 3.8% quarter-over-quarter.
  • 137 funds opened new Constellation Energy positions in Q4 2022 and 69 closed out, a net change of +68 holders.
  • The largest Constellation Energy buyer in Q4 2022 was BlackRock, an estimated $112M added.
  • The largest Constellation Energy seller in Q4 2022 was Capital Research Global Investors, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2022.