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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 %
MCB
426
Morton Community Bank
Illinois
$3.11M +$236K +870 +8%
KeyBank National Association
427
KeyBank National Association
Ohio
$3.1M +$258K +951 +9%
SCP
428
Shorepoint Capital Partners
Massachusetts
$3.06M +$107K +393 +4%
OAM
429
Occidental Asset Management
California
$3.06M +$218K +801 +8%
PTC
430
Private Trust Company
Ohio
$3.05M +$18.2K +67 +0.6%
PVI
431
Pine Valley Investments
New Jersey
$3.03M +$20.4K +75 +0.7%
VIM
432
Vista Investment Management
Pennsylvania
$3.02M -$8.7K -32 -0.3%
Allianz Asset Management
433
Allianz Asset Management
Germany
$3M -$2.06M -7,579 -41%
AAM
434
AR Asset Management
California
$2.99M – – –
MFIM
435
Mesirow Financial Investment Management
Illinois
$2.93M +$274K +1,006 +10%
IMPI
436
Ilmarinen Mutual Pension Insurance
Finland
$2.88M -$1.33M -4,900 -32%
CIS
437
Capital International Sarl
California
$2.84M +$751K +2,764 +36%
TGAM
438
TBH Global Asset Management
Tennessee
$2.84M +$112K +411 +4%
EWM
439
Executive Wealth Management
Michigan
$2.84M +$173K +651 +6%
LFAS
440
Level Four Advisory Services
Texas
$2.83M +$186K +768 +7%
HIMCH
441
Hartford Investment Management Co (HIMCO)
Connecticut
$2.83M -$132K -487 -4%
KWM
442
Koa Wealth Management
California
$2.81M +$40.2K +148 +1%
SC
443
Scotia Capital
Ontario, Canada
$2.81M +$1.39M +5,118 +98%
PFMU
444
Privium Fund Management (UK)
United Kingdom
$2.81M +$2.81M +10,490 New
IWC
445
Integrated Wealth Concepts
Massachusetts
$2.8M -$394K -1,448 -12%
FMWA
446
Forvis Mazars Wealth Advisors
Missouri
$2.8M +$118K +433 +4%
SMI
447
Shelter Mutual Insurance
Missouri
$2.8M – – –
MSFP
448
Mark Sheptoff Financial Planning
Connecticut
$2.79M -$13.6K -50 -0.5%
WR
449
WD Rutherford
Oregon
$2.78M -$33.2K -122 -1%
TBA
450
Tower Bridge Advisors
Pennsylvania
$2.78M -$713K -2,622 -20%
16 17
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