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Constellation Brands

1,224 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 418 increasing their positions, 464 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+40
Holders Change %
+3.38%
% of All Funds
19.3%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
120
Increased
418
Reduced
464
Closed
74
Calls
$624M
Puts
$416M
Net Calls
+$208M
Net Calls Change
+$191M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
601
Spire Wealth Management
Virginia
$1.1M -$39.9K -162 -4%
TP
602
Tranquility Partners
Tennessee
$1.09M +$10.8K +44 +1%
NA
603
NewEdge Advisors
Louisiana
$1.09M -$1.09M -4,434 -50%
MCM
604
Magnolia Capital Management
New York
$1.08M
VVP
605
Venture Visionary Partners
Ohio
$1.07M +$22.4K +91 +2%
V
606
Veritable
Delaware
$1.06M +$29.5K +120 +3%
SRAM
607
Spouting Rock Asset Management
Pennsylvania
$1.06M
BG
608
Bahl & Gaynor
Ohio
$1.05M -$60.8K -247 -5%
CIM
609
Cambria Investment Management
California
$1.03M -$216K -876 -17%
DFA
610
Delta Financial Advisors
Louisiana
$1.03M +$95.5K +388 +10%
WSCM
611
Wellington Shields Capital Management
New York
$1.03M
Carson Wealth (CWM LLC)
612
Carson Wealth (CWM LLC)
Nebraska
$1.02M +$83K +337 +9%
TRCT
613
Tower Research Capital (TRC)
New York
$1.02M -$297K -1,206 -23%
BCI
614
Brinker Capital Investments
Pennsylvania
$1.01M +$136K +554 +16%
OPS
615
Orion Portfolio Solutions
Nebraska
$1.01M +$136K +554 +16%
PWM
616
Perigon Wealth Management
California
$999K +$57.6K +234 +6%
AIM
617
Achmea Investment Management
Netherlands
$988K +$71.6K +291 +8%
SIP
618
Scott Investment Partners
United Kingdom
$985K
HRC
619
Hoertkorn Richard Charles
$985K -$246K -1,000 -20%
SIM
620
Sandia Investment Management
Massachusetts
$985K +$615K +2,500 +167%
IC
621
IEQ Capital
California
$973K -$82.9K -337 -8%
CG
622
Cutler Group
California
$967K +$831K +3,377 +608%
MWM
623
Marion Wealth Management
Pennsylvania
$958K +$21.9K +89 +2%
TCA
624
Transcend Capital Advisors
New Jersey
$950K -$10.8K -44 -1%
PWP
625
Private Wealth Partners
California
$949K -$36.9K -150 -4%