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Constellation Brands
STZ

Overview Fund Activity

1,313 hedge funds and large institutions have $39.6B invested in Constellation Brands in 2024 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 492 increasing their positions, 475 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
+21
Holders Change %
+1.63%
% of All Funds
19.03%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
134
Increased
492
Reduced
475
Closed
95
Calls
$456M
Puts
$508M
Net Calls
-$52M
Net Calls Change
-$163M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$898M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$368M
3
Capital World Investors
Capital World Investors
California
+$197M
4
DCP
D1 Capital Partners
New York
+$178M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$126M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$637M
2
Marshall Wace
Marshall Wace
United Kingdom
-$371M
3
Citadel Advisors
Citadel Advisors
Florida
-$306M
4
BlackRock
BlackRock
New York
-$144M
5
ECM
ExodusPoint Capital Management
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
601
Shapiro Capital Management
Georgia
$1.3M – – –
DFA
602
Delta Financial Advisors
Louisiana
$1.29M +$155K +570 +14%
CGIM
603
Capital Group Investment Management
Singapore
$1.29M -$5.6M -20,604 -81%
AA
604
Ancora Advisors
Ohio
$1.29M -$10.3K -38 -0.8%
SAM
605
Secure Asset Management
Michigan
$1.27M +$987K +3,633 +345%
ANBT
606
American National Bank & Trust
Texas
$1.27M +$1.14M +4,200 +875%
EWS
607
Evergreen Wealth Solutions
Pennsylvania
$1.27M -$143K -527 -10%
BAM
608
Byrne Asset Management
New Jersey
$1.27M +$33.4K +123 +3%
AW
609
Alaethes Wealth
Nevada
$1.26M -$16.3K -60 -1%
DWP
610
Daymark Wealth Partners
Ohio
$1.25M -$12K -44 -0.9%
1CP
611
17 Capital Partners
Arizona
$1.25M – – –
HAIM
612
Hunter Associates Investment Management
Pennsylvania
$1.24M +$178K +653 +17%
NCM
613
Neumann Capital Management
California
$1.24M -$109K -400 -8%
SCM
614
Shelton Capital Management
Colorado
$1.24M – – –
CS
615
Crescent Sterling
Louisiana
$1.23M -$9.78K -36 -0.8%
Fidelity International
616
Fidelity International
Bermuda
$1.23M +$85.1K +313 +7%
MCP
617
Mirador Capital Partners
California
$1.23M +$186K +685 +18%
NP
618
NorthRock Partners
Minnesota
$1.23M +$184K +677 +18%
SW
619
SteelPeak Wealth
California
$1.22M +$16.6K +61 +1%
SP
620
Stablepoint Partners
Massachusetts
$1.21M +$354K +1,304 +41%
LBC
621
Lowe Brockenbrough & Co
Virginia
$1.21M -$94.8K -349 -7%
DPAM
622
Degroof Petercam Asset Management
Belgium
$1.2M – – –
HS
623
HighVista Strategies
Massachusetts
$1.2M +$1.2M +4,400 New
BPCE
624
Bank Pictet & Cie (Europe)
Germany
$1.19M – – –
Squarepoint
625
Squarepoint
New York
$1.19M -$45.7M -168,177 -97%
23 24
25
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