STZ icon

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 %
WA
626
Wambolt & Associates
Colorado
$1.13M -$251K -1,040 -18%
DWP
627
Daymark Wealth Partners
Ohio
$1.12M +$775K +3,206 +222%
1CP
628
17 Capital Partners
Arizona
$1.11M +$1.11M +4,593 New
CS
629
Crescent Sterling
Louisiana
$1.11M +$9.19K +38 +0.8%
SCM
630
Shelton Capital Management
Colorado
$1.1M -$17.2K -71 -2%
GAMC
631
Garner Asset Management Corp
Texas
$1.1M -$107K -443 -9%
BAM
632
Byrne Asset Management
New Jersey
$1.09M – – –
CG
633
Cutler Group
California
$1.09M -$198K -819 -15%
BWG
634
Boomfish Wealth Group
Georgia
$1.08M +$1.08M +4,448 New
SW
635
SteelPeak Wealth
California
$1.07M +$1.07M +4,440 New
AWM
636
Axxcess Wealth Management
California
$1.07M +$673K +2,784 +169%
DPAM
637
Degroof Petercam Asset Management
Belgium
$1.06M +$1.06M +4,400 New
SAM
638
Synergy Asset Management
Washington
$1.06M +$1.06M +4,368 New
BPCE
639
Bank Pictet & Cie (Europe)
Germany
$1.05M -$44.7K -185 -4%
SWM
640
Spire Wealth Management
Virginia
$1.04M -$26.2K -103 -2%
HAG
641
HighPoint Advisor Group
Illinois
$1.04M +$1.04M +3,839 New
VVP
642
Venture Visionary Partners
Ohio
$1.03M -$23K -95 -2%
Fidelity International
643
Fidelity International
Bermuda
$1.02M +$76.9K +318 +8%
ISWM
644
Independent Solutions Wealth Management
New York
$1.02M -$86.5K -358 -8%
CIM
645
Cambria Investment Management
California
$1.02M – – –
FI
646
FJ Investments
Utah
$1.01M +$1.01M +4,188 New
DFA
647
Delta Financial Advisors
Louisiana
$1.01M +$725 +3 +0.1%
JWBC
648
J.W. Burns & Co
New York
$1.01M -$27.3K -113 -3%
SW
649
SVB Wealth
Massachusetts
$1.01M +$144K +596 +17%
MYLI
650
Meiji Yasuda Life Insurance
Japan
$1.01M – – –
24 25
26
27 28