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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 %
KTC
601
Kistler-Tiffany Companies
Pennsylvania
$979K -$20.6K -91 -2%
WW
602
Waterfront Wealth
Kansas
$976K +$46.3K +205 +5%
SRAM
603
Spouting Rock Asset Management
Pennsylvania
$970K -$10.6K -47 -1%
IC
604
IEQ Capital
California
$969K +$18.5K +82 +2%
VVP
605
Venture Visionary Partners
Ohio
$966K -$66.9K -296 -6%
V
606
Veritable
Delaware
$944K -$90.6K -401 -9%
WSCM
607
Wellington Shields Capital Management
New York
$942K +$169K +750 +22%
CCM
608
CAAS Capital Management
New York
$934K +$934K +4,134 New
CA
609
Clearstead Advisors
Ohio
$929K -$103K -456 -10%
PWP
610
Private Wealth Partners
California
$905K +$905K +4,005 New
SIP
611
Scott Investment Partners
United Kingdom
$904K – – –
DIA
612
Dana Investment Advisors
Wisconsin
$894K -$81.3K -360 -8%
MFP
613
Meridian Financial Partners
Virginia
$888K -$1.59K -7 -0.2%
PFS
614
Prospera Financial Services
Texas
$888K +$120K +531 +16%
TCA
615
Transcend Capital Advisors
New Jersey
$882K -$28.5K -126 -3%
EM
616
ELCO Management
New York
$870K +$1.13K +5 +0.1%
AAM
617
Advisors Asset Management
Colorado
$869K +$273K +1,208 +46%
EHWM
618
Eads & Heald Wealth Management
Georgia
$868K -$12.6K -56 -1%
PWM
619
Perigon Wealth Management
California
$864K -$24.4K -108 -3%
Fidelity International
620
Fidelity International
Bermuda
$863K -$12.6M -55,671 -94%
Carson Wealth (CWM LLC)
621
Carson Wealth (CWM LLC)
Nebraska
$861K +$82.5K +365 +11%
MWM
622
Marion Wealth Management
Pennsylvania
$859K +$78.2K +346 +10%
DFA
623
Delta Financial Advisors
Louisiana
$857K -$21.9K -97 -2%
LWP
624
Lumature Wealth Partners
Georgia
$853K +$141K +625 +20%
IAA
625
Independent Advisor Alliance
North Carolina
$849K +$849K +3,759 New
23 24
25
26 27