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Constellation Brands
STZ

Overview Fund Activity

1,292 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 496 increasing their positions, 457 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,292
Holders Change
+43
Holders Change %
+3.44%
% of All Funds
18.94%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
146
Increased
496
Reduced
457
Closed
87
Calls
$584M
Puts
$473M
Net Calls
+$111M
Net Calls Change
+$64.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.08B
2
SC
Sculptor Capital
New York
+$242M
3
Marshall Wace
Marshall Wace
United Kingdom
+$208M
4
Citadel Advisors
Citadel Advisors
Florida
+$182M
5
Boston Partners
Boston Partners
Massachusetts
+$156M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$842M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$221M
3
Capital International Investors
Capital International Investors
California
-$153M
4
Holocene Advisors
Holocene Advisors
New York
-$151M
5
PF
Phoenix Financial
Israel
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
526
Oppenheimer Asset Management
New York
$1.82M -$34.3K -142 -2%
AWS
527
Atria Wealth Solutions
New York
$1.82M +$205K +846 +13%
GI
528
GS Investments
Minnesota
$1.81M – – –
CNBTD
529
Citizens National Bank Trust Department
Mississippi
$1.8M +$16.9K +70 +0.9%
SAM
530
Silvercrest Asset Management
New York
$1.78M -$67K -277 -4%
USGIU
531
U.S. Global Investors (USGI)
Texas
$1.78M +$1.78M +7,350 New
WB
532
Webster Bank
Connecticut
$1.77M -$46.9K -194 -3%
PFP
533
Pinnacle Financial Partners
Tennessee
$1.77M -$50.8K -210 -3%
CA
534
Cornerstone Advisors
North Carolina
$1.76M – – –
VPIM
535
Vanguard Personalized Indexing Management
California
$1.76M -$186K -768 -10%
MIM
536
Marco Investment Management
Georgia
$1.74M – – –
ZCI
537
Zevenbergen Capital Investments
Washington
$1.72M +$32.6K +135 +2%
OIA
538
OneDigital Investment Advisors
Kansas
$1.7M +$496K +2,051 +41%
AAF
539
Andra AP-fonden
Sweden
$1.69M -$1.6M -6,600 -49%
PK
540
Pflug Koory
Nebraska
$1.67M – – –
HPC
541
HM Payson & Co
Maine
$1.66M -$41.3K -171 -2%
A
542
AlphaQuest
New York
$1.66M +$1.66M +6,860 New
SCI
543
Stableford Capital II
Arizona
$1.66M +$545K +2,118 +49%
APP
544
Avantax Planning Partners
Iowa
$1.65M +$1.31M +5,427 +385%
CSI
545
Cross Staff Investments
New York
$1.64M – – –
UB
546
UMB Bank
Missouri
$1.64M +$52.9K +219 +3%
MNBTD
547
Moody National Bank Trust Division
Texas
$1.64M -$595K -2,461 -27%
MA
548
Montag & Associates
Georgia
$1.63M -$157K -650 -9%
MLICM
549
Metropolitan Life Insurance Company (MetLife)
New York
$1.59M -$23.2K -96 -1%
WJWM
550
Williams Jones Wealth Management
New York
$1.58M -$54.4K -225 -3%
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