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Constellation Brands
STZ

Overview Fund Activity

1,331 hedge funds and large institutions have $37.5B invested in Constellation Brands in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 533 increasing their positions, 463 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
19.36%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.17%
New
123
Increased
533
Reduced
463
Closed
83
Calls
$360M
Puts
$475M
Net Calls
-$115M
Net Calls Change
-$63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$480M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$379M
3
Capital World Investors
Capital World Investors
California
+$217M
4
JGC
J. Goldman & Co
New York
+$111M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.4M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$184M
2
Invesco
Invesco
Georgia
-$149M
3
EIM
Elliott Investment Management
Florida
-$138M
4
JCM
Junto Capital Management
New York
-$130M
5
Barclays
Barclays
United Kingdom
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
476
Freemont Management
Switzerland
$2.32M -$11.5M -44,700 -83%
FNA
477
First National Advisers
Nebraska
$2.31M +$80.8K +314 +4%
HAG
478
HighPoint Advisor Group
Illinois
$2.3M +$1.37M +5,623 +148%
PWM
479
Perigon Wealth Management
California
$2.29M +$110K +429 +5%
D.E. Shaw & Co
480
D.E. Shaw & Co
New York
$2.27M -$2.41M -9,380 -52%
IMRF
481
Illinois Municipal Retirement Fund
Illinois
$2.25M – – –
RRA
482
Round Rock Advisors
Connecticut
$2.24M -$257K -1,000 -10%
BPC
483
Banque Pictet & Cie
Switzerland
$2.23M -$25.7K -100 -1%
HWA
484
HCR Wealth Advisors
California
$2.22M -$7.72K -30 -0.3%
FIM
485
Fernwood Investment Management
Massachusetts
$2.19M -$13.1K -51 -0.6%
Vontobel Holding
486
Vontobel Holding
Switzerland
$2.18M -$11.1M -43,075 -84%
CCA
487
Cobblestone Capital Advisors
New York
$2.18M +$515 +2 +0%
CIC
488
Carnegie Investment Counsel
Ohio
$2.17M – – –
SCTC
489
Sanibel Captiva Trust Company
Florida
$2.11M +$1.54M +5,993 +270%
OSAM
490
O'Shaughnessy Asset Management
Connecticut
$2.11M +$308K +1,199 +17%
AWS
491
Atria Wealth Solutions
New York
$2.11M +$25.2K +98 +1%
Bank Julius Baer & Co
492
Bank Julius Baer & Co
Switzerland
$2.1M -$250K -872 -11%
NMERB
493
New Mexico Educational Retirement Board
New Mexico
$2.09M – – –
BRWA
494
B. Riley Wealth Advisors
Florida
$2.09M -$256K -996 -11%
AIMA
495
Ables Iannone Moore & Associates
Georgia
$2.06M -$10.3K -40 -0.5%
XWM
496
Xcel Wealth Management
Florida
$2.05M +$189K +734 +10%
AP
497
Archon Partners
New Jersey
$2.01M – – –
IA
498
IFP Advisors
Florida
$2.01M -$66.4K -258 -3%
Nordea Investment Management
499
Nordea Investment Management
Sweden
$2.01M – – –
TSWM
500
Triangle Securities Wealth Management
North Carolina
$1.99M -$13.9K -54 -0.7%
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