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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$709M
2
AWA
Arete Wealth Advisors
Illinois
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$726M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$266M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$93.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
426
Northcape Wealth Management
New York
$2.36M +$441K +1,953 +23%
VI
427
Vestcor Inc
New Brunswick, Canada
$2.34M +$637K +2,821 +37%
Mercer Global Advisors
428
Mercer Global Advisors
Colorado
$2.34M +$73K +323 +3%
SMI
429
Shelter Mutual Insurance
Missouri
$2.33M – – –
ASN
430
Advisory Services Network
Georgia
$2.32M -$236K -1,046 -9%
TCPG
431
Trivant Custom Portfolio Group
California
$2.31M +$2.31M +10,243 New
MSFP
432
Mark Sheptoff Financial Planning
Connecticut
$2.31M -$28.2K -125 -1%
CS
433
Candriam SCA
Luxembourg
$2.28M +$210K +1,010 +10%
EAM
434
EULAV Asset Management
Florida
$2.26M – – –
LDB
435
Lee, Danner & Bass
Tennessee
$2.22M -$195K -865 -8%
DAS
436
Dynamic Advisor Solutions
Arizona
$2.22M +$300K +1,329 +16%
Rafferty Asset Management
437
Rafferty Asset Management
New York
$2.22M +$161K +711 +8%
BIM
438
Baldwin Investment Management
Pennsylvania
$2.21M +$3.39K +15 +0.2%
RBA
439
Richard Bernstein Advisors
New York
$2.19M – – –
GAM
440
Griffin Asset Management
New York
$2.19M +$85.8K +380 +4%
LFP
441
Leeward Financial Partners
Washington
$2.19M +$150K +663 +7%
XWM
442
Xcel Wealth Management
Florida
$2.18M – – –
WR
443
WD Rutherford
Oregon
$2.15M +$53.1K +235 +3%
MA
444
Montag & Associates
Georgia
$2.15M -$164K -727 -7%
OAM
445
Occidental Asset Management
California
$2.15M +$82K +363 +4%
Parallax Volatility Advisers
446
Parallax Volatility Advisers
California
$2.14M +$1.32M +5,828 +159%
CCA
447
Cobblestone Capital Advisors
New York
$2.14M +$452 +2 +0%
WCM
448
Wunderlich Capital Managemnt
Tennessee
$2.13M +$12.7K +56 +0.6%
BSB
449
Bangor Savings Bank
Maine
$2.07M +$6.33K +28 +0.3%
FMWA
450
Forvis Mazars Wealth Advisors
Missouri
$2.06M +$224K +993 +12%
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