STZ icon

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 %
AIM
626
Achmea Investment Management
Netherlands
$842K – – –
DAM
627
Diamant Asset Management
Connecticut
$841K – – –
PSB
628
Piscataqua Savings Bank
New Hampshire
$838K – – –
VFPI
629
Vantage Financial Partners (Illinois)
Illinois
$836K +$22.6K +100 +3%
PWM
630
Prentice Wealth Management
New York
$833K -$36.4K -161 -4%
EFS
631
Essex Financial Services
Connecticut
$832K +$226 +1 +0%
Bessemer Group
632
Bessemer Group
New Jersey
$831K -$65.8K -291 -7%
SW
633
SVB Wealth
Massachusetts
$830K -$72.5K -321 -8%
ATC
634
Argent Trust Co
Tennessee
$829K +$91K +403 +12%
SWA
635
SFMG Wealth Advisors
Texas
$826K +$19.4K +86 +2%
PCM
636
Parsons Capital Management
Rhode Island
$822K – – –
MGIA
637
Moneta Group Investment Advisors
Missouri
$821K -$22.8K -101 -3%
FC
638
Forte Capital
New York
$816K – – –
P
639
Pitcairn
Pennsylvania
$812K +$3.84K +17 +0.5%
CNFG
640
Creegan & Nassoura Financial Group
New Hampshire
$808K +$808K +3,575 New
BCI
641
Brinker Capital Investments
Pennsylvania
$798K -$185K -819 -19%
OPS
642
Orion Portfolio Solutions
Nebraska
$798K +$401K +1,774 +101%
MIC
643
Meridian Investment Counsel
California
$793K -$14.7K -65 -2%
LA
644
LVW Advisors
New York
$788K -$45.2K -200 -5%
FNA
645
First National Advisers
Nebraska
$787K +$16.5K +73 +2%
LA
646
LBP AM
France
$784K -$245K -1,084 -24%
RMAM
647
Raab & Moskowitz Asset Management
New Jersey
$779K -$21.9K -97 -3%
HTC
648
Haverford Trust Company
Pennsylvania
$774K +$289K +1,278 +59%
LFA
649
Laraway Financial Advisors
Minnesota
$773K -$45K -200 -6%
MCP
650
Mirador Capital Partners
California
$768K -$8.36K -37 -1%
24 25
26
27 28