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Constellation Brands
STZ

Overview Fund Activity

1,184 hedge funds and large institutions have $31.2B invested in Constellation Brands in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 421 increasing their positions, 477 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
-69
Holders Change %
-5.51%
% of All Funds
18.95%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
88
Increased
421
Reduced
477
Closed
133
Calls
$736M
Puts
$720M
Net Calls
+$16.7M
Net Calls Change
+$8.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.78B
2
Capital International Investors
2
Capital International Investors
California
$1.47B
3
Barclays
3
Barclays
United Kingdom
$328M
4
Invesco
4
Invesco
Georgia
$688M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$454M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$709M
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$726M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$266M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$93.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
276
NS Partners
United Kingdom
$5.54M +$68.9K +305 +1%
BC
277
Bartlett & Co
Ohio
$5.44M -$288K -1,275 -5%
BCWM
278
Bartlett & Co Wealth Management
Ohio
$5.44M -$288K -1,275 -5%
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$5.44M +$162K +718 +3%
MIA
280
MMBG Investment Advisors
Florida
$5.43M -$10.2K -45 -0.2%
PGFC
281
Peapack-Gladstone Financial Corp
New Jersey
$5.41M -$127K -560 -2%
Kovitz Investment Group Partners
282
Kovitz Investment Group Partners
Illinois
$5.4M -$712K -3,153 -12%
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$5.39M -$8.26M -36,579 -60%
BFIC
284
Bedell Frazier Investment Counselling
California
$5.38M -$31.6K -140 -0.6%
GCM
285
Gibraltar Capital Management
Oklahoma
$5.38M +$354K +1,565 +7%
CTC
286
Central Trust Company
Missouri
$5.37M -$26.7K -118 -0.5%
GLA
287
Great Lakes Advisors
Illinois
$5.37M +$3.75M +16,593 +231%
PGIM
288
Pacific Global Investment Management
California
$5.34M -$305K -1,349 -5%
GIA
289
GHP Investment Advisors
Colorado
$5.31M -$26.7K -118 -0.5%
X
290
Xponance
Pennsylvania
$5.26M +$1.07M +4,742 +26%
NYLIM
291
New York Life Investment Management
New York
$5.21M +$14.2K +63 +0.3%
Cambridge Investment Research Advisors
292
Cambridge Investment Research Advisors
Iowa
$5.21M -$285K -1,261 -5%
TBA
293
Tower Bridge Advisors
Pennsylvania
$5.11M -$123K -543 -2%
YCM
294
Yousif Capital Management
Michigan
$5.11M -$649K -2,872 -11%
IHL
295
Investment House LLC
California
$5.08M +$439K +1,942 +9%
SOADOR
296
State of Alaska Department of Revenue
Alaska
$5.05M -$86.5K -383 -2%
LCM
297
Liberty Capital Management
Michigan
$4.99M +$183K +809 +4%
WIM
298
WealthPlan Investment Management
Nebraska
$4.97M -$3.45M -15,259 -41%
WCM
299
Wisconsin Capital Management
Wisconsin
$4.89M +$45.2K +200 +0.9%
CA
300
Cullinan Associates
Kentucky
$4.89M -$187K -830 -4%
10 11
12
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