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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 %
FNA
651
First National Advisers
Nebraska
$845K -$12.6K -51 -1%
BFG
652
Bleakley Financial Group
New Jersey
$842K +$57.6K +234 +7%
SS
653
Simplicity Solutions
Minnesota
$838K -$288K -1,170 -26%
SFI
654
Siemens Fonds Invest
Germany
$824K
CA
655
Cetera Advisors
Colorado
$816K +$12.3K +50 +2%
AB
656
Atlas Brown
Kentucky
$814K
CCM
657
Community Capital Management
Florida
$812K
OSAM
658
O'Shaughnessy Asset Management
Connecticut
$810K +$131K +533 +19%
IAA
659
Independent Advisor Alliance
North Carolina
$810K -$115K -469 -12%
PA
660
Paragon Advisors
Texas
$804K -$599K -2,434 -43%
GC
661
Guardian Capital
Ontario, Canada
$800K -$671K -2,725 -46%
AWM
662
AE Wealth Management
Kansas
$799K -$3.06M -12,428 -79%
LFA
663
Laraway Financial Advisors
Minnesota
$797K -$47.7K -194 -6%
HTC
664
Haverford Trust Company
Pennsylvania
$794K -$49K -199 -6%
TMAM
665
Tokio Marine Asset Management
Japan
$788K +$40.4K +164 +5%
TF
666
TLWM Financial
Texas
$781K +$2.71K +11 +0.3%
DA
667
Dover Advisors
Virginia
$780K -$16K -65 -2%
ECM
668
Exchange Capital Management
Michigan
$771K -$6.15K -25 -0.8%
FHA
669
First Horizon Advisors
Tennessee
$768K +$30K +122 +4%
HCM
670
HMS Capital Management
Tennessee
$768K -$4.92K -20 -0.6%
FFM
671
Forum Financial Management
Illinois
$761K +$8.12K +33 +1%
HKIMG
672
Hutchens & Kramer Investment Management Group
Indiana
$759K -$61.8K -251 -8%
MGIA
673
Moneta Group Investment Advisors
Missouri
$741K -$154K -626 -17%
GI
674
GAMCO Investors
Connecticut
$738K -$394K -1,600 -35%
TA
675
Tectonic Advisors
Texas
$733K +$72.4K +294 +11%