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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 %
PK
526
Pflug Koory
Nebraska
$1.83M -$48.4K -178 -3%
MGP
527
Metis Global Partners
California
$1.82M +$284K +1,046 +19%
APP
528
Avantax Planning Partners
Iowa
$1.81M -$52.2K -192 -3%
CA
529
Cornerstone Advisors
North Carolina
$1.79M -$190K -700 -10%
Focus Partners Wealth
530
Focus Partners Wealth
Massachusetts
$1.79M +$1.08M +3,967 +151%
RCM
531
Radnor Capital Management
Pennsylvania
$1.79M +$144K +529 +9%
MFG
532
MidWestOne Financial Group
Iowa
$1.78M +$109K +401 +7%
RI
533
Redwood Investments
Massachusetts
$1.77M -$165K -675 -9%
MLICM
534
Metropolitan Life Insurance Company (MetLife)
New York
$1.76M -$25K -92 -1%
SCI
535
Stableford Capital II
Arizona
$1.75M +$4.35K +16 +0.2%
LTAS
536
Linden Thomas Advisory Services
North Carolina
$1.74M +$11.1K +41 +0.6%
SPC
537
Sigma Planning Corp
Michigan
$1.73M +$993K +3,652 +134%
BBVA
538
Banco Bilbao Vizcaya Argentaria
Spain
$1.73M +$32.9K +121 +2%
WJWM
539
Williams Jones Wealth Management
New York
$1.71M -$58.4K -215 -3%
KWM
540
Kingsview Wealth Management
Oregon
$1.71M -$26.9K -99 -2%
CA
541
Clearstead Advisors
Ohio
$1.7M +$44.5K +172 +3%
BA
542
Bellwether Advisors
Nebraska
$1.7M +$1.7M +6,249 New
VIM
543
Vinva Investment Management
Australia
$1.68M +$124K +457 +8%
SF
544
Synovus Financial
Georgia
$1.68M -$12.8K -47 -0.8%
PCM
545
Palisade Capital Management
New Jersey
$1.66M -$1.45M -5,350 -47%
BPWM
546
Badgley Phelps Wealth Managers
Washington
$1.64M +$5.44K +20 +0.3%
CIM
547
CIM Investment Management
Pennsylvania
$1.64M – – –
MIM
548
Miller Investment Management
Pennsylvania
$1.63M – – –
BFA
549
Benedict Financial Advisors
Georgia
$1.62M +$8.97K +33 +0.6%
HCM
550
Highview Capital Management
Illinois
$1.6M +$1.6M +5,896 New
20 21
22
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