STZ icon

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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$598M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$393M
3
Capital International Investors
Capital International Investors
California
$2.03B
4
Holocene Advisors
Holocene Advisors
New York
$5.76M
5
PF
Phoenix Financial
Israel
$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
451
Level Four Advisory Services
Texas
$2.64M -$37.5K -155 -1%
HIMCH
452
Hartford Investment Management Co (HIMCO)
Connecticut
$2.63M -$27.3K -113 -1%
SCP
453
Shorepoint Capital Partners
Massachusetts
$2.62M +$750K +3,101 +40%
WR
454
WD Rutherford
Oregon
$2.61M -$48.6K -193 -2%
MCB
455
Morton Community Bank
Illinois
$2.56M +$2.56M +10,582 New
TC
456
TownSquare Capital
Utah
$2.56M -$271K -1,120 -10%
CIBC Private Wealth Group
457
CIBC Private Wealth Group
Georgia
$2.54M +$88.7K +367 +4%
ASN
458
Advisory Services Network
Georgia
$2.53M -$273K -1,129 -10%
KeyBank National Association
459
KeyBank National Association
Ohio
$2.52M +$409K +1,693 +19%
OAM
460
Occidental Asset Management
California
$2.52M +$46.4K +192 +2%
BAMF
461
BI Asset Management Fondsmaeglerselskab
Denmark
$2.52M -$1.63M -6,750 -39%
MSFP
462
Mark Sheptoff Financial Planning
Connecticut
$2.49M – – –
SMI
463
Shelter Mutual Insurance
Missouri
$2.49M – – –
CAM
464
Cresset Asset Management
Illinois
$2.49M +$131K +543 +6%
SWP
465
Stratos Wealth Partners
Ohio
$2.48M -$515K -2,132 -17%
TCPG
466
Trivant Custom Portfolio Group
California
$2.48M -$49.3K -204 -2%
KWM
467
Koa Wealth Management
California
$2.47M +$2.47M +10,200 New
SAM
468
Securian Asset Management
Minnesota
$2.47M -$324K -1,341 -12%
TAF
469
Tredje AP-fonden
Sweden
$2.44M +$967K +4,000 +66%
TGAM
470
TBH Global Asset Management
Tennessee
$2.43M -$202K -835 -8%
EWM
471
Executive Wealth Management
Michigan
$2.42M +$208K +860 +9%
FDCDDQ
472
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.41M +$113K +469 +5%
NWM
473
Northcape Wealth Management
New York
$2.41M -$94K -389 -4%
OC
474
Oppenheimer & Co
New York
$2.41M +$373K +1,542 +18%
FMWA
475
Forvis Mazars Wealth Advisors
Missouri
$2.39M -$36.7K -152 -2%
17 18
19
20 21