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Constellation Brands
STZ

Overview Fund Activity

1,253 hedge funds and large institutions have $31.8B invested in Constellation Brands in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+47
Holders Change %
+3.9%
% of All Funds
20.22%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
155
Increased
447
Reduced
449
Closed
84
Calls
$556M
Puts
$548M
Net Calls
+$8.44M
Net Calls Change
+$209M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$366M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$333M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$312M
4
AWA
Arete Wealth Advisors
Illinois
+$284M
5
Morgan Stanley
Morgan Stanley
New York
+$211M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$581M
2
Amundi
Amundi
France
-$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$200M
4
Marshall Wace
Marshall Wace
United Kingdom
-$79.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWS
676
SYSTM Wealth Solutions
Illinois
$808K +$808K +3,487 New
MWM
677
Marion Wealth Management
Pennsylvania
$801K +$122K +526 +18%
Carson Wealth (CWM LLC)
678
Carson Wealth (CWM LLC)
Nebraska
$798K +$107K +460 +15%
MCP
679
Mirador Capital Partners
California
$796K +$30.8K +133 +4%
WSCM
680
Wellington Shields Capital Management
New York
$793K -$313K -1,350 -28%
FNA
681
First National Advisers
Nebraska
$790K +$83.4K +360 +12%
TC
682
Toews Corporation
New Jersey
$788K -$324K -1,400 -29%
PFS
683
Prospera Financial Services
Texas
$788K +$329K +1,421 +72%
IAIM
684
International Assets Investment Management
Florida
$783K +$228K +986 +41%
SFI
685
Siemens Fonds Invest
Germany
$783K -$68.6K -296 -8%
CG
686
Cutler Group
California
$777K +$692K +2,991 +817%
AB
687
Atlas Brown
Kentucky
$766K – – –
TP
688
Tranquility Partners
Tennessee
$765K +$91.1K +393 +14%
CCM
689
Community Capital Management
Florida
$765K – – –
GC
690
Gilbert & Cook
Iowa
$763K +$5.1K +22 +0.7%
ATC
691
Argent Trust Co
Tennessee
$757K -$16.7K -72 -2%
ECM
692
Exchange Capital Management
Michigan
$755K -$9.27K -40 -1%
KAM
693
Knightsbridge Asset Management
California
$752K +$752K +3,244 New
TF
694
TLWM Financial
Texas
$739K -$540K -2,331 -42%
PAS
695
Park Avenue Securities
New York
$738K -$32.9K -142 -4%
GT
696
Glenmede Trust
Pennsylvania
$738K -$148K -640 -17%
IB
697
Intrust Bank
Kansas
$734K -$106K -456 -13%
BFEC
698
Benjamin F. Edwards & Company
Missouri
$733K -$15.7K -68 -2%
PA
699
Procyon Advisors
Connecticut
$732K -$38K -164 -5%
LWP
700
Lumature Wealth Partners
Georgia
$731K +$731K +3,153 New
26 27
28
29 30