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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 %
WSCM
651
Wellington Shields Capital Management
New York
$1.03M – – –
SFA
652
Sequoia Financial Advisors
Ohio
$1.01M -$1.61M -5,912 -62%
DAM
653
Diamant Asset Management
Connecticut
$1M – – –
PSB
654
Piscataqua Savings Bank
New Hampshire
$1M -$5.16K -19 -0.5%
FCAS
655
First Command Advisory Services
Texas
$1M -$108K -397 -10%
SAM
656
Synergy Asset Management
Washington
$1M -$185K -680 -16%
BCI
657
Brinker Capital Investments
Pennsylvania
$999K +$10.6K +39 +1%
OPS
658
Orion Portfolio Solutions
Nebraska
$999K +$10.6K +39 +1%
HIA
659
Harbor Investment Advisory
Maryland
$987K +$456K +1,678 +86%
HAG
660
HighPoint Advisor Group
Illinois
$986K -$7.24K -28 -0.7%
HW
661
Hancock Whitney
Mississippi
$982K -$47.6K -175 -5%
PWM
662
Prentice Wealth Management
New York
$978K +$37.8K +139 +4%
PWP
663
Private Wealth Partners
California
$978K +$58.4K +215 +6%
SWM
664
Spire Wealth Management
Virginia
$976K -$137K -505 -12%
EIM
665
Essex Investment Management
Massachusetts
$973K -$658K -2,422 -40%
WC
666
Waterloo Capital
Texas
$969K +$205K +755 +27%
Bessemer Group
667
Bessemer Group
New Jersey
$965K +$52.7K +194 +6%
AIM
668
Achmea Investment Management
Netherlands
$962K – – –
AAM
669
Advisors Asset Management
Colorado
$955K -$523K -1,925 -35%
CMANY
670
Capital Management Associates (New York)
New York
$951K – – –
PIM
671
Penobscot Investment Management
Massachusetts
$949K +$123K +452 +15%
DA
672
Dover Advisors
Virginia
$947K +$211K +775 +29%
CC
673
Cipher Capital
New York
$941K +$941K +3,464 New
CNFG
674
Creegan & Nassoura Financial Group
New Hampshire
$938K – – –
GP
675
Girard Partners
Pennsylvania
$934K -$108K -397 -10%
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