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Constellation Brands
STZ

Overview Fund Activity

1,184 hedge funds and large institutions have $31.2B invested in Constellation Brands in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 421 increasing their positions, 477 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
-69
Holders Change %
-5.51%
% of All Funds
18.95%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
88
Increased
421
Reduced
477
Closed
133
Calls
$736M
Puts
$720M
Net Calls
+$16.7M
Net Calls Change
+$8.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$895M
2
Capital International Investors
Capital International Investors
California
+$761M
3
Barclays
Barclays
United Kingdom
+$288M
4
Invesco
Invesco
Georgia
+$190M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$130M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
2
AWA
Arete Wealth Advisors
Illinois
-$284M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$178M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$170M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
551
Tower Research Capital (TRC)
New York
$1.21M -$613K -2,711 -34%
BCM
552
Barden Capital Management
Texas
$1.21M -$26.7K -118 -2%
SIRP
553
Shelter Insurance Retirement Plan
Missouri
$1.2M – – –
MFG
554
MidWestOne Financial Group
Iowa
$1.2M +$267K +1,180 +29%
LBC
555
Lowe Brockenbrough & Co
Virginia
$1.19M +$228K +1,010 +24%
JCM
556
Jacobi Capital Management
Pennsylvania
$1.19M -$48.3K -214 -4%
WAOTB
557
Wealth Advisors of Tampa Bay
Florida
$1.18M -$14.7K -65 -1%
FCM
558
Fairbanks Capital Management
California
$1.18M +$62.1K +275 +6%
AF
559
Arrow Financial
New York
$1.17M -$26.4K -117 -2%
Brown Advisory
560
Brown Advisory
Maryland
$1.17M -$27.1K -120 -2%
VAS
561
Vestmark Advisory Solutions
Massachusetts
$1.16M -$23K -102 -2%
MGP
562
Metis Global Partners
California
$1.16M +$97.6K +432 +9%
NMIMC
563
Northwestern Mutual Investment Management Company
Wisconsin
$1.15M +$3.61K +16 +0.3%
CIM
564
Cambria Investment Management
California
$1.15M -$127K -564 -10%
AWS
565
Atria Wealth Solutions
New York
$1.14M -$6.78K -30 -0.6%
SCM
566
Shapiro Capital Management
Georgia
$1.14M – – –
ISWM
567
Independent Solutions Wealth Management
New York
$1.13M -$496K -2,195 -30%
HRC
568
Hoertkorn Richard Charles
$1.13M – – –
CM
569
Caption Management
Oklahoma
$1.13M +$1.13M +5,000 New
EWM
570
Executive Wealth Management
Michigan
$1.13M +$39.8K +176 +4%
WWM
571
WT Wealth Management
Arizona
$1.13M -$63.7K -282 -5%
FT
572
Fiduciary Trust
Massachusetts
$1.12M -$105K -467 -9%
NCM
573
Neumann Capital Management
California
$1.12M -$22.6K -100 -2%
PAM
574
Paradigm Asset Management
New York
$1.11M – – –
AA
575
Ancora Advisors
Ohio
$1.09M -$193K -855 -15%
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