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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 %
NAMP
501
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.98M -$32.2K -125 -2%
DL
502
DOHJ LLC
Washington
$1.96M +$228K +886 +13%
PHIMC
503
Private Harbour Investment Management & Counsel
Ohio
$1.95M -$1.29K -5 -0.1%
OAM
504
Oppenheimer Asset Management
New York
$1.95M +$92.4K +359 +5%
CNBTD
505
Citizens National Bank Trust Department
Mississippi
$1.93M +$10.3K +40 +0.5%
GI
506
GS Investments
Minnesota
$1.93M – – –
CCM
507
Condor Capital Management
New Jersey
$1.92M -$67.9K -264 -3%
SAM
508
Silvercrest Asset Management
New York
$1.89M – – –
NA
509
NewEdge Advisors
Louisiana
$1.88M -$219K -852 -10%
PFP
510
Pinnacle Financial Partners
Tennessee
$1.87M +$1.04K +4 +0.1%
WOC
511
West Oak Capital
California
$1.86M +$15.4K +60 +0.8%
MIM
512
Marco Investment Management
Georgia
$1.84M – – –
PIM
513
Plato Investment Management
Australia
$1.84M +$102K +395 +6%
GAM
514
Gotham Asset Management
New York
$1.83M -$4.57M -17,779 -71%
TFA
515
Teamwork Financial Advisors
Texas
$1.82M +$320K +1,245 +21%
TWM
516
TriaGen Wealth Management
California
$1.82M -$4.12K -16 -0.2%
A
517
Allianz
Germany
$1.81M – – –
AF
518
Allworth Financial
California
$1.79M +$1.19M +4,854 +200%
USGIU
519
U.S. Global Investors (USGI)
Texas
$1.79M – – –
LTAS
520
Linden Thomas Advisory Services
North Carolina
$1.78M +$139K +539 +8%
MNBTD
521
Moody National Bank Trust Division
Texas
$1.78M +$39.4K +153 +2%
UB
522
UMB Bank
Missouri
$1.77M +$36.5K +142 +2%
RIM
523
Rakuten Investment Management
Japan
$1.77M +$652K +2,546 +58%
CSI
524
Cross Staff Investments
New York
$1.75M – – –
MFG
525
MidWestOne Financial Group
Iowa
$1.74M +$55.1K +214 +3%
19 20
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