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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 %
ATC
476
Argent Trust Co
Tennessee
$2.33M +$105K +385 +5%
FIM
477
Fernwood Investment Management
Massachusetts
$2.33M -$29.9K -110 -1%
PWM
478
Perigon Wealth Management
California
$2.3M +$671K +2,468 +41%
CCA
479
Cobblestone Capital Advisors
New York
$2.3M +$544 +2 +0%
CIC
480
Carnegie Investment Counsel
Ohio
$2.29M +$70.4K +259 +3%
BRWA
481
B. Riley Wealth Advisors
Florida
$2.29M +$245K +974 +12%
Verition Fund Management
482
Verition Fund Management
Connecticut
$2.29M -$2.46M -9,050 -52%
OC
483
Oppenheimer & Co
New York
$2.28M -$426K -1,568 -16%
Bank Julius Baer & Co
484
Bank Julius Baer & Co
Switzerland
$2.23M +$7.07K +26 +0.3%
NA
485
NewEdge Advisors
Louisiana
$2.22M +$99.5K +366 +5%
HSA
486
HBK Sorce Advisory
Pennsylvania
$2.21M +$93.5K +344 +4%
NMERB
487
New Mexico Educational Retirement Board
New Mexico
$2.21M -$81.5K -300 -4%
AWS
488
Atria Wealth Solutions
New York
$2.2M +$155K +572 +8%
FNA
489
First National Advisers
Nebraska
$2.19M +$31.7K +125 +1%
IA
490
IFP Advisors
Florida
$2.19M +$18.8K +69 +0.9%
AIMA
491
Ables Iannone Moore & Associates
Georgia
$2.19M -$10.9K -40 -0.5%
SCM
492
Soros Capital Management
New York
$2.15M -$417K -1,533 -16%
ET
493
Entropy Technologies
New York
$2.15M -$3.9M -14,341 -64%
AP
494
Archon Partners
New Jersey
$2.13M – – –
NAMP
495
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.12M -$13.6K -50 -0.6%
TSWM
496
Triangle Securities Wealth Management
North Carolina
$2.11M -$5.16K -19 -0.2%
Nordea Investment Management
497
Nordea Investment Management
Sweden
$2.11M -$64.7K -239 -3%
CCM
498
Condor Capital Management
New Jersey
$2.1M -$62.2K -229 -3%
PHIMC
499
Private Harbour Investment Management & Counsel
Ohio
$2.06M -$44.8K -165 -2%
DILIC
500
Dai-ichi Life Insurance Company
Japan
$2.05M – – –
18 19
20
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