STZ icon

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 %
Thrivent Financial for Lutherans
501
Thrivent Financial for Lutherans
Minnesota
$2.04M -$10.1M -37,337 -83%
GI
502
GS Investments
Minnesota
$2.03M – – –
CNBTD
503
Citizens National Bank Trust Department
Mississippi
$2.03M +$10.1K +37 +0.5%
SAM
504
Silvercrest Asset Management
New York
$2M -$1.09K -4 -0.1%
BAM
505
Belpointe Asset Management
Nevada
$1.98M +$559K +2,057 +39%
XWM
506
Xcel Wealth Management
Florida
$1.97M -$115K -425 -6%
PFP
507
Pinnacle Financial Partners
Tennessee
$1.96M -$26.1K -96 -1%
OAM
508
Oppenheimer Asset Management
New York
$1.96M -$92.4K -340 -5%
WOC
509
West Oak Capital
California
$1.95M +$25.8K +95 +1%
MIM
510
Marco Investment Management
Georgia
$1.94M -$13.6K -50 -0.7%
WB
511
Webster Bank
Connecticut
$1.93M -$54.9K -202 -3%
CT
512
Coastline Trust
Rhode Island
$1.93M -$692K -2,548 -26%
TWM
513
TriaGen Wealth Management
California
$1.92M +$1.92M +7,074 New
DEA
514
DoubleLine ETF Adviser
Florida
$1.92M +$1.92M +7,052 New
A
515
Allianz
Germany
$1.91M +$1.91M +7,017 New
OSAM
516
O'Shaughnessy Asset Management
Connecticut
$1.9M +$337K +1,239 +21%
USGIU
517
U.S. Global Investors (USGI)
Texas
$1.89M -$111K -410 -6%
Capstone Investment Advisors
518
Capstone Investment Advisors
New York
$1.87M +$1.61M +5,925 +610%
ZCI
519
Zevenbergen Capital Investments
Washington
$1.87M -$63.9K -235 -3%
CSI
520
Cross Staff Investments
New York
$1.85M +$272 +1 +0%
HPC
521
HM Payson & Co
Maine
$1.84M -$30.4K -112 -2%
MNBTD
522
Moody National Bank Trust Division
Texas
$1.84M -$3.53K -13 -0.2%
DL
523
DOHJ LLC
Washington
$1.83M +$1.27M +4,667 +224%
UB
524
UMB Bank
Missouri
$1.83M -$14.4K -53 -0.8%
PIM
525
Plato Investment Management
Australia
$1.83M +$1.82M +6,712 +22,373%
19 20
21
22 23