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Constellation Brands
STZ

Overview Fund Activity

1,311 hedge funds and large institutions have $36.8B invested in Constellation Brands in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 495 increasing their positions, 523 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,311
Holders Change
-20
Holders Change %
-1.5%
% of All Funds
18.96%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
94
Increased
495
Reduced
523
Closed
99
Calls
$380M
Puts
$663M
Net Calls
-$283M
Net Calls Change
-$168M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$293M
2
BlackRock
BlackRock
New York
+$184M
3
Morgan Stanley
Morgan Stanley
New York
+$118M
4
Citadel Advisors
Citadel Advisors
Florida
+$108M
5
State Street
State Street
Massachusetts
+$104M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$205M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$130M
3
Capital World Investors
Capital World Investors
California
-$117M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$117M
5
JGC
J. Goldman & Co
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
501
Pitcairn
Pennsylvania
$1.82M +$490K +1,901 +37%
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$1.81M -$202K -822 -10%
OAM
503
Oppenheimer Asset Management
New York
$1.81M -$138K -534 -7%
TWM
504
TriaGen Wealth Management
California
$1.81M -$9.28K -36 -0.5%
AWS
505
Atria Wealth Solutions
New York
$1.81M -$306K -1,186 -14%
BRWA
506
B. Riley Wealth Advisors
Florida
$1.8M -$234K -932 -11%
LTAS
507
Linden Thomas Advisory Services
North Carolina
$1.78M -$2.06K -8 -0.1%
RCM
508
Radnor Capital Management
Pennsylvania
$1.78M +$61.8K +240 +4%
APP
509
Avantax Planning Partners
Iowa
$1.78M +$69.8K +271 +4%
HPC
510
HM Payson & Co
Maine
$1.77M +$66.5K +258 +4%
CSI
511
Cross Staff Investments
New York
$1.75M +$258 +1 +0%
MPWS
512
McCarter Private Wealth Services
Massachusetts
$1.75M +$1.75M +6,782 New
CL
513
Choreo LLC
Illinois
$1.74M +$122K +473 +8%
A
514
Allianz
Germany
$1.73M -$77.3K -300 -4%
PS
515
Principal Securities
Iowa
$1.73M +$654K +2,536 +61%
BPAMU
516
BTG Pactual Asset Management US
New York
$1.72M +$247K +959 +17%
MSFP
517
Mark Sheptoff Financial Planning
Connecticut
$1.71M – – –
CA
518
Clearstead Advisors
Ohio
$1.71M +$1.55K +6 +0.1%
NA
519
NewEdge Advisors
Louisiana
$1.71M -$179K -693 -9%
IAM
520
Infusive Asset Management
New York
$1.7M -$2.23M -8,650 -57%
PT
521
Plimoth Trust
Massachusetts
$1.7M +$323K +1,252 +23%
IIM
522
INTECH Investment Management
Florida
$1.68M -$850K -3,298 -34%
ZCI
523
Zevenbergen Capital Investments
Washington
$1.66M -$51.5K -200 -3%
NB
524
Norinchukin Bank
Japan
$1.65M +$190K +738 +13%
XWM
525
Xcel Wealth Management
Florida
$1.65M -$407K -1,580 -20%
19 20
21
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