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Constellation Brands
STZ

Overview Fund Activity

1,292 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 496 increasing their positions, 457 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,292
Holders Change
+43
Holders Change %
+3.44%
% of All Funds
18.94%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
146
Increased
496
Reduced
457
Closed
87
Calls
$584M
Puts
$473M
Net Calls
+$111M
Net Calls Change
+$64.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.06B
2
SC
2
Sculptor Capital
New York
$242M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$340M
4
Citadel Advisors
4
Citadel Advisors
Florida
$336M
5
Boston Partners
5
Boston Partners
Massachusetts
$156M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$598M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$393M
3
Capital International Investors
3
Capital International Investors
California
$2.03B
4
Holocene Advisors
4
Holocene Advisors
New York
$5.76M
5
PF
5
Phoenix Financial
Israel
$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
351
Wisconsin Capital Management
Wisconsin
$4.9M -$576K -2,381 -11%
KAS
352
Kestra Advisory Services
Texas
$4.84M +$171K +706 +4%
NAM
353
Nissay Asset Management
Japan
$4.83M +$187K +775 +4%
PAMG
354
Patton Albertson Miller Group
Tennessee
$4.81M +$904K +3,740 +23%
BC
355
Bartlett & Co
Ohio
$4.79M -$554K -2,287 -10%
BCWM
356
Bartlett & Co Wealth Management
Ohio
$4.79M -$554K -2,287 -10%
BFIC
357
Bedell Frazier Investment Counselling
California
$4.76M +$67.4K +279 +1%
RCM
358
RNC Capital Management
California
$4.74M +$146K +603 +3%
B
359
Bailard
California
$4.74M – – –
BZWA
360
Blue Zone Wealth Advisors
California
$4.73M +$554K +2,291 +13%
IP
361
Interval Partners
New York
$4.69M -$36.4M -150,555 -89%
TRCT
362
Tower Research Capital (TRC)
New York
$4.68M +$1.83M +7,589 +65%
BCIM
363
British Columbia Investment Management
British Columbia, Canada
$4.6M +$981K +4,057 +27%
Envestnet Portfolio Solutions
364
Envestnet Portfolio Solutions
Illinois
$4.51M +$316K +1,308 +8%
Allianz Asset Management
365
Allianz Asset Management
Germany
$4.5M -$879K -3,636 -16%
PCA
366
Peddock Capital Advisors
Massachusetts
$4.49M +$23.2K +96 +0.5%
RP
367
Regal Partners
Australia
$4.47M -$1.57M -6,500 -26%
PA
368
Parallel Advisors
California
$4.46M -$116K -480 -3%
KPWS
369
Kestra Private Wealth Services
Texas
$4.46M +$294K +1,216 +7%
SCA
370
Snowden Capital Advisors
New York
$4.45M -$586K -2,424 -12%
Two Sigma Investments
371
Two Sigma Investments
New York
$4.44M +$4.44M +18,385 New
FNBOO
372
First National Bank of Omaha
Nebraska
$4.44M -$705K -2,918 -14%
JC
373
Joho Capital
New York
$4.4M – – –
RWA
374
River Wealth Advisors
Pennsylvania
$4.38M +$34.8K +144 +0.8%
EAM
375
EULAV Asset Management
Florida
$4.35M +$1.93M +8,000 +80%
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