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Constellation Brands
STZ

Overview Fund Activity

1,253 hedge funds and large institutions have $31.8B invested in Constellation Brands in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+47
Holders Change %
+3.9%
% of All Funds
20.22%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
155
Increased
447
Reduced
449
Closed
84
Calls
$556M
Puts
$548M
Net Calls
+$8.44M
Net Calls Change
+$209M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$723M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$333M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$911M
4
AWA
4
Arete Wealth Advisors
Illinois
$284M
5
Morgan Stanley
5
Morgan Stanley
New York
$883M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$513M
2
Amundi
2
Amundi
France
$105M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$928M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$7.81M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.26K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
451
Louisiana State Employees Retirement System
Louisiana
$2.43M +$69.5K +300 +3%
RF
452
Robbins Farley
New Hampshire
$2.43M +$13K +56 +0.5%
LFAS
453
Level Four Advisory Services
Texas
$2.4M -$171K -739 -7%
MSFP
454
Mark Sheptoff Financial Planning
Connecticut
$2.4M – – –
SMI
455
Shelter Mutual Insurance
Missouri
$2.39M – – –
SWP
456
Stratos Wealth Partners
Ohio
$2.39M -$61.4K -265 -3%
MA
457
Montag & Associates
Georgia
$2.37M -$236K -1,018 -9%
SC
458
SouthState Corp
Florida
$2.37M +$2.28M +9,829 +2,520%
CIC
459
Carnegie Investment Counsel
Ohio
$2.35M -$87.6K -378 -4%
Lazard Asset Management
460
Lazard Asset Management
New York
$2.35M +$273K +1,179 +13%
Mercer Global Advisors
461
Mercer Global Advisors
Colorado
$2.32M -$124K -536 -5%
EAM
462
EULAV Asset Management
Florida
$2.32M – – –
IA
463
IFP Advisors
Florida
$2.32M -$1.03M -4,589 -31%
CS
464
Candriam SCA
Luxembourg
$2.31M -$241K -1,039 -9%
BIM
465
Baldwin Investment Management
Pennsylvania
$2.27M +$392K +1,690 +21%
DCM
466
Dupont Capital Management
Delaware
$2.26M +$2.14M +9,234 +1,749%
BMSSC
467
B. Metzler seel. Sohn & Co
Germany
$2.25M – – –
RBA
468
Richard Bernstein Advisors
New York
$2.24M +$2.24M +9,687 New
XWM
469
Xcel Wealth Management
Florida
$2.24M -$34.8K -150 -2%
CCA
470
Cobblestone Capital Advisors
New York
$2.2M +$463 +2 +0%
BAM
471
Belpointe Asset Management
Nevada
$2.18M -$24.6K -106 -1%
EIM
472
Essex Investment Management
Massachusetts
$2.18M -$35.9K -155 -2%
RIA
473
Realta Investment Advisors
Delaware
$2.18M -$232 -1 -0%
WR
474
WD Rutherford
Oregon
$2.17M -$63.2K -270 -3%
WCM
475
Wunderlich Capital Managemnt
Tennessee
$2.17M +$13.4K +58 +0.6%
17 18
19
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