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Constellation Brands
STZ

Overview Fund Activity

1,184 hedge funds and large institutions have $31.2B invested in Constellation Brands in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 421 increasing their positions, 477 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
-69
Holders Change %
-5.51%
% of All Funds
18.95%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
88
Increased
421
Reduced
477
Closed
133
Calls
$736M
Puts
$720M
Net Calls
+$16.7M
Net Calls Change
+$8.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$895M
2
Capital International Investors
Capital International Investors
California
+$761M
3
Barclays
Barclays
United Kingdom
+$288M
4
Invesco
Invesco
Georgia
+$190M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$130M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
2
AWA
Arete Wealth Advisors
Illinois
-$284M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$178M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$170M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
501
Wolverine Trading
Illinois
$1.6M +$1.19M +5,306 +293%
SP
502
SWS Partners
Ohio
$1.6M +$1.6M +7,087 New
AGAM
503
Audent Global Asset Management
California
$1.58M +$193K +853 +14%
PK
504
Pflug Koory
Nebraska
$1.58M -$5.65K -25 -0.4%
AUB
505
Atlantic Union Bankshares
Virginia
$1.57M -$1.09M -4,817 -41%
BWA
506
BDO Wealth Advisors
Florida
$1.56M -$34.6K -153 -2%
WA
507
Wambolt & Associates
Colorado
$1.56M -$18K -80 -1%
BAM
508
Belpointe Asset Management
Nevada
$1.54M -$592K -2,620 -28%
JFG
509
Jefferies Financial Group
New York
$1.52M +$1.03M +4,555 +208%
WJWM
510
Williams Jones Wealth Management
New York
$1.52M -$1.81K -8 -0.1%
VPIM
511
Vanguard Personalized Indexing Management
California
$1.51M +$4.74K +21 +0.3%
UB
512
UMB Bank
Missouri
$1.51M – – –
PP
513
Prudential plc
United Kingdom
$1.49M -$506K -2,240 -25%
KeyBank National Association
514
KeyBank National Association
Ohio
$1.48M +$674K +2,982 +83%
OC
515
Oppenheimer & Co
New York
$1.48M +$30.5K +135 +2%
PFO
516
Pathstone Family Office
New Jersey
$1.46M -$2.89M -12,790 -67%
MIM
517
Marco Investment Management
Georgia
$1.45M -$123K -545 -8%
GAMC
518
Garner Asset Management Corp
Texas
$1.44M +$10.6K +47 +0.7%
SPC
519
Sigma Planning Corp
Michigan
$1.42M -$134K -593 -9%
CIM
520
CIM Investment Management
Pennsylvania
$1.38M +$893K +3,955 +183%
BBVA
521
Banco Bilbao Vizcaya Argentaria
Spain
$1.37M +$298K +1,321 +28%
MIM
522
Miller Investment Management
Pennsylvania
$1.36M – – –
GC
523
Guardian Capital
Ontario, Canada
$1.35M +$117K +520 +10%
CPIA
524
Cornell Pochily Investment Advisors
New York
$1.33M -$1.36K -6 -0.1%
WSFS
525
Wilmington Savings Fund Society
Delaware
$1.33M – – –
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