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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 %
AC
551
AXQ Capital
New Jersey
$1.57M +$387K +1,600 +33%
SM
552
Sciencast Management
New Jersey
$1.56M +$1.23M +5,103 +379%
CA
553
Clearstead Advisors
Ohio
$1.55M -$1.54M -6,361 -50%
AGAM
554
Audent Global Asset Management
California
$1.55M +$1.08M +4,482 +233%
KWM
555
Kingsview Wealth Management
Oregon
$1.55M -$167K -689 -10%
LTAS
556
Linden Thomas Advisory Services
North Carolina
$1.54M -$14.5K -60 -0.9%
BBVA
557
Banco Bilbao Vizcaya Argentaria
Spain
$1.51M +$199K +825 +15%
SF
558
Synovus Financial
Georgia
$1.5M -$35.6K -147 -2%
BCM
559
Barden Capital Management
Texas
$1.5M +$153K +612 +11%
MFG
560
MidWestOne Financial Group
Iowa
$1.48M +$20.1K +83 +1%
AAS
561
Ameritas Advisory Services
Nebraska
$1.47M +$22.1K +91 +2%
RCM
562
Radnor Capital Management
Pennsylvania
$1.46M +$1.46M +6,050 New
Parallax Volatility Advisers
563
Parallax Volatility Advisers
California
$1.46M -$1.16M -4,817 -44%
BPWM
564
Badgley Phelps Wealth Managers
Washington
$1.46M +$732K +3,029 +101%
CIM
565
CIM Investment Management
Pennsylvania
$1.46M – – –
PWM
566
Perigon Wealth Management
California
$1.45M +$458K +1,893 +46%
EIM
567
Essex Investment Management
Massachusetts
$1.45M -$267K -1,106 -16%
MIM
568
Miller Investment Management
Pennsylvania
$1.45M – – –
BFA
569
Benedict Financial Advisors
Georgia
$1.43M +$3.87K +16 +0.3%
CA
570
Cullinan Associates
Kentucky
$1.43M -$991K -4,100 -41%
JCM
571
Jacobi Capital Management
Pennsylvania
$1.4M +$22K +91 +2%
OSAM
572
O'Shaughnessy Asset Management
Connecticut
$1.39M +$323K +1,338 +30%
KRSITF
573
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.39M +$5.8K +24 +0.4%
VIM
574
Vinva Investment Management
Australia
$1.39M +$199K +822 +17%
PTP
575
Platform Technology Partners
New York
$1.38M +$204K +826 +17%
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