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Constellation Brands
STZ

Overview Fund Activity

1,253 hedge funds and large institutions have $31.8B invested in Constellation Brands in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+47
Holders Change %
+3.9%
% of All Funds
20.22%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
155
Increased
447
Reduced
449
Closed
84
Calls
$556M
Puts
$548M
Net Calls
+$8.44M
Net Calls Change
+$209M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$723M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$333M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$911M
4
AWA
4
Arete Wealth Advisors
Illinois
$284M
5
Morgan Stanley
5
Morgan Stanley
New York
$883M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$513M
2
Amundi
2
Amundi
France
$105M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$928M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$7.81M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.26K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
276
Guggenheim Capital
Illinois
$6.3M +$661K +2,854 +12%
AP
277
Appleton Partners
Massachusetts
$6.28M +$1.18M +5,095 +23%
Kovitz Investment Group Partners
278
Kovitz Investment Group Partners
Illinois
$6.28M +$475K +2,050 +8%
FNBOO
279
First National Bank of Omaha
Nebraska
$6.25M -$315K -1,358 -5%
URS
280
Utah Retirement Systems
Utah
$6.22M -$69.5K -300 -1%
LPT
281
Legacy Private Trust
Wisconsin
$6.12M -$109K -470 -2%
Public Employees Retirement Association of Colorado
282
Public Employees Retirement Association of Colorado
Colorado
$6.12M -$45.4K -196 -0.7%
WIC
283
WealthBridge Investment Counsel
Alberta, Canada
$6.08M +$220K +950 +4%
Zurich Cantonal Bank
284
Zurich Cantonal Bank
Switzerland
$6.03M -$5.65M -24,376 -48%
HSA
285
HBK Sorce Advisory
Pennsylvania
$6M +$3M +12,941 +100%
YCM
286
Yousif Capital Management
Michigan
$5.91M +$151K +652 +3%
BCWM
287
Bartlett & Co Wealth Management
Ohio
$5.88M -$91.1K -393 -2%
BC
288
Bartlett & Co
Ohio
$5.88M -$91.1K -393 -2%
State of Tennessee, Department of Treasury
289
State of Tennessee, Department of Treasury
Tennessee
$5.85M -$5.9M -25,442 -50%
CWM
290
CIBC World Markets
New York
$5.81M +$5.25M +22,666 +937%
PGIM
291
Pacific Global Investment Management
California
$5.79M +$54.2K +234 +0.9%
BCPE
292
Bain Capital Public Equity
Massachusetts
$5.68M +$5.68M +24,490 New
BMCM
293
Bryn Mawr Capital Management
Pennsylvania
$5.66M +$5.66M +24,429 New
Ninety One (UK)
294
Ninety One (UK)
United Kingdom
$5.66M +$26.9K +116 +0.5%
AIMCA
295
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.65M +$781K +3,368 +16%
PGFC
296
Peapack-Gladstone Financial Corp
New Jersey
$5.65M -$1.59M -6,861 -22%
Cambridge Investment Research Advisors
297
Cambridge Investment Research Advisors
Iowa
$5.64M -$162K -697 -3%
TC
298
Telemus Capital
Michigan
$5.61M +$33.8K +158 +0.6%
NP
299
NS Partners
United Kingdom
$5.61M +$38.5K +166 +0.7%
MIA
300
MMBG Investment Advisors
Florida
$5.58M -$39.4K -170 -0.7%
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12
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