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Constellation Brands
STZ

Overview Fund Activity

1,313 hedge funds and large institutions have $39.6B invested in Constellation Brands in 2024 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 492 increasing their positions, 475 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
+21
Holders Change %
+1.63%
% of All Funds
19.03%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
134
Increased
492
Reduced
475
Closed
95
Calls
$456M
Puts
$508M
Net Calls
-$52M
Net Calls Change
-$163M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$898M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$368M
3
Capital World Investors
Capital World Investors
California
+$197M
4
DCP
D1 Capital Partners
New York
+$178M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$126M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$637M
2
Marshall Wace
Marshall Wace
United Kingdom
-$371M
3
Citadel Advisors
Citadel Advisors
Florida
-$306M
4
BlackRock
BlackRock
New York
-$144M
5
ECM
ExodusPoint Capital Management
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
326
Cambridge Investment Research Advisors
Iowa
$6.02M -$116K -426 -2%
PAMG
327
Patton Albertson Miller Group
Tennessee
$6.01M +$606K +2,230 +11%
Pacer Advisors
328
Pacer Advisors
Pennsylvania
$5.99M -$217K -797 -3%
NYLIM
329
New York Life Investment Management
New York
$5.99M -$255K -940 -4%
Pathstone Holdings
330
Pathstone Holdings
New Jersey
$5.96M -$577K -2,122 -9%
CIM
331
Chiron Investment Management
New York
$5.95M +$2.64M +9,711 +80%
KAS
332
Kestra Advisory Services
Texas
$5.91M +$466K +1,714 +9%
Envestnet Portfolio Solutions
333
Envestnet Portfolio Solutions
Illinois
$5.75M +$688K +2,531 +14%
AC
334
Addison Capital
Pennsylvania
$5.73M +$191K +704 +3%
TCOV
335
Trust Company of Vermont
Vermont
$5.72M -$331K -1,219 -5%
SFCM
336
Savoir Faire Capital Management
Connecticut
$5.66M -$42.9K -158 -0.8%
YCM
337
Yousif Capital Management
Michigan
$5.64M -$85.9K -316 -1%
ProShare Advisors
338
ProShare Advisors
Maryland
$5.48M -$162K -595 -3%
NAM
339
Nissay Asset Management
Japan
$5.46M +$32.3K +119 +0.6%
EDRH
340
Edmond de Rothschild Holding
Switzerland
$5.37M +$5.03M +18,509 +1,464%
BZWA
341
Blue Zone Wealth Advisors
California
$5.36M +$41.9K +154 +0.8%
BFIC
342
Bedell Frazier Investment Counselling
California
$5.36M +$5.98K +22 +0.1%
BCIM
343
British Columbia Investment Management
British Columbia, Canada
$5.34M +$166K +612 +3%
PCIA
344
Prime Capital Investment Advisors
Kansas
$5.33M -$5.67M -20,871 -52%
BCWM
345
Bartlett & Co Wealth Management
Ohio
$5.31M -$57.9K -213 -1%
CAPTRUST Financial Advisors
346
CAPTRUST Financial Advisors
North Carolina
$5.3M -$1.11M -4,094 -17%
B
347
Bailard
California
$5.28M -$53.8K -198 -1%
WCM
348
Wisconsin Capital Management
Wisconsin
$5.23M -$272K -1,000 -5%
PCA
349
Peddock Capital Advisors
Massachusetts
$5.16M +$107K +394 +2%
RCM
350
RNC Capital Management
California
$5.15M -$187K -689 -4%
12 13
14
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