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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 %
LAM
576
LECAP Asset Management
United Kingdom
$1.38M +$1.38M +5,724 New
RIA
577
Realta Investment Advisors
Delaware
$1.38M -$457K -1,889 -25%
BHCM
578
Brevan Howard Capital Management
Jersey
$1.38M +$956K +3,953 +224%
AWM
579
Aberdeen Wealth Management
Illinois
$1.37M – – –
MGP
580
Metis Global Partners
California
$1.36M -$66.7K -276 -5%
NB
581
Norinchukin Bank
Japan
$1.36M -$121K -500 -8%
FBT
582
First Bankers Trust
Kentucky
$1.35M +$1.35M +5,581 New
UCFA
583
United Capital Financial Advisors
Texas
$1.33M +$1.01M +4,161 +312%
TIA
584
Trust Investment Advisors
Indiana
$1.33M -$13.3K -55 -1%
Acadian Asset Management
585
Acadian Asset Management
Massachusetts
$1.32M +$225K +933 +21%
MP
586
McDonald Partners
Ohio
$1.32M +$25.9K +107 +2%
CPIA
587
Cornell Pochily Investment Advisors
New York
$1.32M -$44.7K -185 -3%
AAM
588
Advisors Asset Management
Colorado
$1.31M +$96K +397 +8%
LD
589
Lipe & Dalton
New York
$1.31M -$11.8K -49 -0.9%
KWA
590
Kingswood Wealth Advisors
California
$1.31M +$931K +3,849 +246%
BFM
591
Boothbay Fund Management
New York
$1.31M -$556K -2,301 -30%
SIRP
592
Shelter Insurance Retirement Plan
Missouri
$1.28M – – –
Carson Wealth (CWM LLC)
593
Carson Wealth (CWM LLC)
Nebraska
$1.28M +$198K +820 +18%
TPCW
594
TD Private Client Wealth
New York
$1.27M -$209K -863 -14%
CGH
595
Crossmark Global Holdings
Texas
$1.27M +$29.3K +121 +2%
SFI
596
Siemens Fonds Invest
Germany
$1.27M +$180K +743 +17%
KIG
597
Kennedy Investment Group
New Jersey
$1.27M +$1.45K +6 +0.1%
SC
598
Scotia Capital
Ontario, Canada
$1.26M +$171K +708 +16%
BAM
599
Belpointe Asset Management
Nevada
$1.26M -$165K -684 -12%
EWS
600
Evergreen Wealth Solutions
Pennsylvania
$1.26M -$38.7K -160 -3%
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