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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 %
ZCM
601
Ziegler Capital Management
Illinois
$1.25M -$15.5K -64 -1%
FT
602
Fiduciary Trust
Massachusetts
$1.25M +$8.22K +34 +0.7%
Credit Agricole
603
Credit Agricole
France
$1.24M +$786K +3,253 +173%
FCM
604
Fairbanks Capital Management
California
$1.24M +$64.3K +266 +5%
NMIMC
605
Northwestern Mutual Investment Management Company
Wisconsin
$1.24M +$6.04K +25 +0.5%
EA
606
Emerald Advisers
Pennsylvania
$1.23M -$82.2K -340 -6%
GC
607
Gilbert & Cook
Iowa
$1.23M -$229K -949 -16%
NRD
608
Nebula Research & Development
New York
$1.23M +$1.23M +5,072 New
MWM
609
Marion Wealth Management
Pennsylvania
$1.22M +$278K +1,151 +29%
CA
610
Cetera Advisors
Colorado
$1.22M +$174K +719 +17%
WWM
611
Western Wealth Management
Colorado
$1.22M -$12.3K -51 -1%
TCBWMS
612
Texas Capital Bank Wealth Management Services
Texas
$1.21M +$1.21M +5,018 New
CIA
613
Choate Investment Advisors
Massachusetts
$1.2M +$7.49K +31 +0.6%
FRM
614
Fox Run Management
Connecticut
$1.2M +$1.2M +4,973 New
NCM
615
Neumann Capital Management
California
$1.2M – – –
APG Asset Management
616
APG Asset Management
Netherlands
$1.19M -$89.9K -411 -7%
BG
617
Bahl & Gaynor
Ohio
$1.18M +$159K +657 +15%
USCWA
618
U.S. Capital Wealth Advisors
Texas
$1.18M -$17.9K -74 -1%
Brown Advisory
619
Brown Advisory
Maryland
$1.18M -$139K -575 -11%
LBC
620
Lowe Brockenbrough & Co
Virginia
$1.16M -$88.2K -365 -7%
AA
621
Ancora Advisors
Ohio
$1.16M +$38.7K +160 +3%
SCM
622
Shapiro Capital Management
Georgia
$1.16M -$12.1K -50 -1%
IC
623
IEQ Capital
California
$1.15M +$89.7K +371 +8%
WW
624
Waterfront Wealth
Kansas
$1.15M +$26.8K +111 +2%
AW
625
Alaethes Wealth
Nevada
$1.14M +$72K +298 +7%
23 24
25
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