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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 %
HW
351
Hedeker Wealth
Illinois
$3.83M -$19.4K -86 -0.5%
CCM
352
Coldstream Capital Management
Washington
$3.8M -$11.3K -50 -0.3%
RSS
353
Rosenblum Silverman Sutton
California
$3.77M -$435K -1,925 -10%
OAM
354
Oak Asset Management
California
$3.74M -$14.7K -65 -0.4%
PAG
355
Private Advisor Group
New Jersey
$3.68M -$479K -2,120 -12%
PAMG
356
Patton Albertson Miller Group
Tennessee
$3.64M +$225K +995 +7%
TFA
357
Toth Financial Advisory
Virginia
$3.64M -$246K -1,091 -6%
WA
358
Waverly Advisors
Alabama
$3.63M +$3.63M +16,057 New
VNA
359
Valley National Advisers
Pennsylvania
$3.59M -$50.3K -224 -1%
DCM
360
Dupont Capital Management
Delaware
$3.59M +$1.38M +6,129 +63%
IPAM
361
ICICI Prudential Asset Management
India
$3.57M +$1.48M +6,553 +70%
AWM
362
AE Wealth Management
Kansas
$3.54M -$935K -4,140 -21%
CAPTRUST Financial Advisors
363
CAPTRUST Financial Advisors
North Carolina
$3.51M -$24.4K -108 -0.7%
MML Investors Services
364
MML Investors Services
Massachusetts
$3.49M -$208K -922 -6%
HWM
365
Hohimer Wealth Management
Washington
$3.48M +$299K +1,322 +9%
GCGDR
366
Geo Capital Gestora de Recursos
Brazil
$3.46M +$2.6M +11,492 +300%
BC
367
Burney Company
Virginia
$3.44M -$1.58K -7 -0%
VMPIC
368
Varma Mutual Pension Insurance Co
Finland
$3.39M – – –
BCIM
369
British Columbia Investment Management
British Columbia, Canada
$3.34M +$145K +640 +5%
LC
370
Legacy CG
Texas
$3.32M +$189K +837 +6%
SC
371
SouthState Corp
Florida
$3.32M +$1.01M +4,469 +44%
SHGA
372
Sand Hill Global Advisors
California
$3.3M +$20.6K +91 +0.6%
CB
373
Commerce Bank
Missouri
$3.29M +$129K +571 +4%
WP
374
WealthPLAN Partners
Nebraska
$3.28M -$5.05M -22,365 -61%
H
375
HoyleCohen
California
$3.26M -$34.6K -153 -1%
13 14
15
16 17