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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 %
SPIA
376
Steward Partners Investment Advisory
New York
$3.24M +$54.7K +242 +2%
FB
377
Fulton Bank
Pennsylvania
$3.23M -$354K -1,566 -10%
ASA
378
Armstrong Shaw Associates
Connecticut
$3.18M -$84.7K -375 -3%
Axa
379
Axa
France
$3.14M -$1.09M -4,809 -26%
SMDAM
380
Sumitomo Mitsui DS Asset Management
Japan
$3.14M +$325K +1,437 +12%
HIMCH
381
Hartford Investment Management Co (HIMCO)
Connecticut
$3.13M +$436K +1,931 +16%
WBC
382
Westpac Banking Corp
Australia
$3.11M -$925K -4,096 -23%
SAM
383
Securian Asset Management
Minnesota
$3.08M +$22.6K +100 +0.7%
CAM
384
Cypress Asset Management
Texas
$3.07M +$52K +230 +2%
NCM
385
Narwhal Capital Management
Georgia
$3.01M -$149K -660 -5%
HSA
386
HBK Sorce Advisory
Pennsylvania
$3.01M -$2.83M -12,540 -48%
GAM
387
Gotham Asset Management
New York
$3.01M -$1.12M -4,945 -27%
EMPI
388
Elo Mutual Pension Insurance
Finland
$2.99M +$208K +919 +7%
UF
389
Univest Financial
Pennsylvania
$2.99M +$218K +963 +8%
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.97M +$1.98M +8,779 +201%
HG
391
Herbst Group
Connecticut
$2.94M -$21.7K -96 -0.7%
Daiwa Securities Group
392
Daiwa Securities Group
Japan
$2.93M +$283K +1,255 +11%
TC
393
TownSquare Capital
Utah
$2.93M -$5.65K -25 -0.2%
LW
394
Linscomb Wealth
Texas
$2.93M -$176K -780 -6%
SDIC
395
South Dakota Investment Council
South Dakota
$2.91M +$294K +1,300 +11%
KRS
396
Kentucky Retirement Systems
Kentucky
$2.9M +$47K +208 +2%
IWC
397
Integrated Wealth Concepts
Massachusetts
$2.85M +$1.25M +5,548 +78%
OPERF
398
Oregon Public Employees Retirement Fund
Oregon
$2.83M – – –
CHC
399
City Holding Co
West Virginia
$2.81M +$48.6K +215 +2%
CCM
400
Cox Capital Management
Massachusetts
$2.77M +$2.26K +10 +0.1%
14 15
16
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