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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 %
FBT
551
First Bankers Trust
Kentucky
$1.58M +$67.4K +248 +4%
TFA
552
Teamwork Financial Advisors
Texas
$1.58M +$1.23M +4,527 +351%
I
553
InceptionR
California
$1.58M +$1.58M +5,800 New
AAS
554
Ameritas Advisory Services
Nebraska
$1.57M -$47K -176 -3%
JCM
555
Jacobi Capital Management
Pennsylvania
$1.57M -$10.3K -38 -0.7%
UM
556
UniSuper Management
Australia
$1.56M +$1.15M +4,239 +286%
WSFS
557
Wilmington Savings Fund Society
Delaware
$1.54M +$1.54M +5,682 New
AWM
558
Axxcess Wealth Management
California
$1.53M +$326K +1,200 +27%
PWA
559
Prairie Wealth Advisors
Nebraska
$1.53M +$1.53M +5,621 New
Wolverine Trading
560
Wolverine Trading
Illinois
$1.51M -$1.49M -5,468 -50%
MAM
561
Martingale Asset Management
Massachusetts
$1.51M +$1.51M +5,561 New
NB
562
Norinchukin Bank
Japan
$1.51M -$22K -81 -1%
AWM
563
Aberdeen Wealth Management
Illinois
$1.51M -$27.2K -100 -2%
GWMIA
564
Global Wealth Management Investment Advisory
Florida
$1.51M +$1.45M +5,350 +2,744%
MP
565
McDonald Partners
Ohio
$1.49M +$4.35K +16 +0.3%
AWP
566
Ascent Wealth Partners
New York
$1.47M +$426K +1,621 +41%
LD
567
Lipe & Dalton
New York
$1.47M -$6.8K -25 -0.5%
CPIA
568
Cornell Pochily Investment Advisors
New York
$1.47M -$11.7K -43 -0.8%
UCFA
569
United Capital Financial Advisors
Texas
$1.46M -$30.2K -111 -2%
BG
570
Bahl & Gaynor
Ohio
$1.46M +$125K +459 +9%
TIA
571
Trust Investment Advisors
Indiana
$1.45M -$45.1K -166 -3%
KRSITF
572
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.44M -$122K -449 -8%
SIRP
573
Shelter Insurance Retirement Plan
Missouri
$1.44M – – –
CGH
574
Crossmark Global Holdings
Texas
$1.43M +$815 +3 +0.1%
FT
575
Fiduciary Trust
Massachusetts
$1.42M +$18.8K +69 +1%
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