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 %
CIA
651
Concurrent Investment Advisors
Florida
$1.01M +$1.01M +4,162 New
FMLI
652
Fukoku Mutual Life Insurance
Japan
$991K +$484K +2,000 +95%
FCAS
653
First Command Advisory Services
Texas
$989K -$147K -607 -13%
SRAM
654
Spouting Rock Asset Management
Pennsylvania
$972K +$1.21K +5 +0.1%
HRC
655
Hoertkorn Richard Charles
$967K – – –
AWP
656
Ascent Wealth Partners
New York
$962K +$962K +3,978 New
Los Angeles Capital Management
657
Los Angeles Capital Management
California
$961K -$25.5M -105,568 -96%
PPWP
658
Premier Path Wealth Partners
New Jersey
$959K +$959K +3,943 New
QC
659
Quadrature Capital
United Kingdom
$958K +$958K +3,964 New
FHB
660
First Hawaiian Bank
Hawaii
$957K -$160K -662 -14%
MCM
661
Magnolia Capital Management
New York
$954K -$108K -447 -10%
HAIM
662
Hunter Associates Investment Management
Pennsylvania
$949K +$182K +753 +24%
EA
663
Everpar Advisors
Oklahoma
$945K +$945K +3,910 New
EHWM
664
Eads & Heald Wealth Management
Georgia
$933K +$32.9K +136 +4%
IMCOOI
665
Investment Management Corp of Ontario (IMCO)
Canada
$932K +$932K +3,855 New
SC
666
Syon Capital
California
$931K +$576K +2,381 +162%
NP
667
NorthRock Partners
Minnesota
$930K +$688K +2,846 +284%
MCP
668
Mirador Capital Partners
California
$930K +$41.1K +170 +5%
GP
669
Girard Partners
Pennsylvania
$927K -$717K -2,964 -44%
HFS
670
Hantz Financial Services
Michigan
$925K +$153K +632 +20%
WSCM
671
Wellington Shields Capital Management
New York
$917K +$526K +2,175 +134%
HW
672
Hancock Whitney
Mississippi
$916K -$135K -560 -13%
BCI
673
Brinker Capital Investments
Pennsylvania
$909K -$103K -413 -10%
OPS
674
Orion Portfolio Solutions
Nebraska
$909K -$103K -413 -10%
FHA
675
First Horizon Advisors
Tennessee
$909K +$90.2K +373 +11%
25 26
27
28 29