STZ icon

Constellation Brands
STZ

Overview Fund Activity

1,253 hedge funds and large institutions have $31.8B invested in Constellation Brands in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+47
Holders Change %
+3.9%
% of All Funds
20.22%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
155
Increased
447
Reduced
449
Closed
84
Calls
$556M
Puts
$548M
Net Calls
+$8.44M
Net Calls Change
+$209M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$723M
2
Capital Research Global Investors
Capital Research Global Investors
California
$333M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$911M
4
AWA
Arete Wealth Advisors
Illinois
$284M
5
Morgan Stanley
Morgan Stanley
New York
$883M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$513M
2
Amundi
Amundi
France
$105M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$928M
4
Marshall Wace
Marshall Wace
United Kingdom
$7.81M
5
Citadel Advisors
Citadel Advisors
Florida
$6.26K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
526
Philadelphia Trust Company
Pennsylvania
$1.64M -$128K -551 -7%
MCM
527
MAI Capital Management
Ohio
$1.64M +$425K +1,834 +35%
BWA
528
BDO Wealth Advisors
Florida
$1.64M +$36.4K +157 +2%
PK
529
Pflug Koory
Nebraska
$1.63M -$2.32K -10 -0.1%
WA
530
Wambolt & Associates
Colorado
$1.62M +$4.17K +18 +0.3%
MIM
531
Marco Investment Management
Georgia
$1.62M – – –
SPC
532
Sigma Planning Corp
Michigan
$1.59M -$30.8K -133 -2%
WJWM
533
Williams Jones Wealth Management
New York
$1.56M -$1.16K -5 -0.1%
PAG
534
Private Advisor Group
New Jersey
$1.55M +$3.7K +44 +0.2%
VPIM
535
Vanguard Personalized Indexing Management
California
$1.55M -$75.8K -327 -5%
UB
536
UMB Bank
Missouri
$1.55M -$90.4K -390 -6%
CM
537
Capula Management
Cayman Islands
$1.54M +$1.54M +6,646 New
LWAC
538
Laurel Wealth Advisors (California)
California
$1.53M -$70K -302 -4%
AWM
539
Aevitas Wealth Management
Massachusetts
$1.5M +$1.85K +8 +0.1%
OC
540
Oppenheimer & Co
New York
$1.48M -$52.1K -225 -3%
CG
541
Colony Group
Massachusetts
$1.47M +$330K +1,423 +29%
GAMC
542
Garner Asset Management Corp
Texas
$1.46M +$695 +3 +0%
PRC
543
Pearl River Capital
Michigan
$1.43M +$1.43M +6,161 New
AGAM
544
Audent Global Asset Management
California
$1.43M -$294K -1,269 -17%
MIM
545
Miller Investment Management
Pennsylvania
$1.39M – – –
BFA
546
Benedict Financial Advisors
Georgia
$1.38M +$19.2K +83 +1%
MP
547
McDonald Partners
Ohio
$1.37M -$13.9K -60 -1%
CPIA
548
Cornell Pochily Investment Advisors
New York
$1.37M +$55.2K +238 +4%
WSFS
549
Wilmington Savings Fund Society
Delaware
$1.37M -$46.4K -200 -3%
CGH
550
Crossmark Global Holdings
Texas
$1.34M +$157K +679 +13%
20 21
22
23 24