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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 %
USCWA
576
U.S. Capital Wealth Advisors
Texas
$1.09M – – –
VIM
577
Vinva Investment Management
Australia
$1.09M +$1.09M +4,841 New
TAF
578
Tredje AP-fonden
Sweden
$1.08M – – –
BHB
579
Bank Hapoalim BM
Israel
$1.08M -$110K -485 -9%
WA
580
Wealth Alliance
New York
$1.06M -$1.81K -8 -0.2%
IGWM
581
ICA Group Wealth Management
Colorado
$1.05M +$46.8K +207 +5%
WWM
582
Western Wealth Management
Colorado
$1.05M +$48.3K +214 +5%
SBH
583
Segall Bryant & Hamill
Illinois
$1.05M +$90.1K +399 +9%
SWM
584
Spire Wealth Management
Virginia
$1.04M +$86.5K +383 +9%
TSS
585
Two Sigma Securities
New York
$1.04M +$1.04M +4,617 New
BI
586
Ballast Inc
Kentucky
$1.04M +$66.4K +294 +7%
GI
587
GAMCO Investors
Connecticut
$1.04M – – –
SS
588
Simplicity Solutions
Minnesota
$1.03M +$691K +3,060 +202%
LCM
589
Logan Capital Management
Pennsylvania
$1.03M -$6.86M -30,374 -87%
BPCE
590
Bank Pictet & Cie (Europe)
Germany
$1.03M – – –
CIA
591
Choate Investment Advisors
Massachusetts
$1.02M -$13.6K -60 -1%
BG
592
Bahl & Gaynor
Ohio
$1.02M -$68.9K -305 -6%
CS
593
Crescent Sterling
Louisiana
$1.01M +$152K +674 +18%
AAS
594
Ameritas Advisory Services
Nebraska
$1.01M +$12.1K +54 +1%
BAM
595
Byrne Asset Management
New Jersey
$1.01M -$41.8K -185 -4%
PTP
596
Platform Technology Partners
New York
$995K -$8.58K -38 -0.9%
AAF
597
Andra AP-fonden
Sweden
$994K -$226K -1,000 -19%
MCM
598
Magnolia Capital Management
New York
$992K – – –
BTWM
599
Baker Tilly Wealth Management
Wisconsin
$990K -$39.8K -176 -4%
TP
600
Tranquility Partners
Tennessee
$990K +$244K +1,082 +33%
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