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Constellation Brands
STZ

Overview Fund Activity

1,184 hedge funds and large institutions have $31.2B invested in Constellation Brands in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 421 increasing their positions, 477 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
-69
Holders Change %
-5.51%
% of All Funds
18.95%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
88
Increased
421
Reduced
477
Closed
133
Calls
$736M
Puts
$720M
Net Calls
+$16.7M
Net Calls Change
+$8.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$895M
2
Capital International Investors
Capital International Investors
California
+$761M
3
Barclays
Barclays
United Kingdom
+$288M
4
Invesco
Invesco
Georgia
+$190M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$130M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
2
AWA
Arete Wealth Advisors
Illinois
-$284M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$178M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$170M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
PD
676
Planning Directions
Pennsylvania
$628K -$31.4K -139 -5%
OSAM
677
O'Shaughnessy Asset Management
Connecticut
$623K +$65.3K +289 +12%
SIA
678
Schear Investment Advisers
Ohio
$622K +$16K +71 +3%
ACS
679
Archford Capital Strategies
Illinois
$621K -$29.2K -132 -4%
BCV
680
Banque Cantonale Vaudoise
Switzerland
$620K – – –
MYLI
681
Meiji Yasuda Life Insurance
Japan
$619K – – –
IIM
682
Intact Investment Management
Quebec, Canada
$610K +$67.8K +300 +13%
TCM
683
Teza Capital Management
Illinois
$609K +$609K +2,696 New
TA
684
Tectonic Advisors
Texas
$606K +$244K +1,081 +67%
GIA
685
Gateway Investment Advisers
Ohio
$605K -$76.1K -337 -11%
EF
686
Empirical Finance
Pennsylvania
$600K -$48.6K -215 -7%
GT
687
Glenmede Trust
Pennsylvania
$597K -$122K -541 -17%
AIM
688
Anchor Investment Management
South Carolina
$591K -$6.1K -27 -1%
SC
689
Scotia Capital
Ontario, Canada
$590K -$3.96M -17,514 -87%
IFU
690
iSAM Funds (UK)
United Kingdom
$579K +$579K +2,561 New
Wealthfront Advisers
691
Wealthfront Advisers
California
$577K -$1.93M -8,524 -77%
DWA
692
Douglass Winthrop Advisors
New York
$576K -$1.13K -5 -0.2%
RAM
693
Roanoke Asset Management
New Jersey
$576K – – –
BPWM
694
Badgley Phelps Wealth Managers
Washington
$576K – – –
LNC
695
Lincoln National Corp
Pennsylvania
$570K -$15.4K -68 -3%
GCA
696
Guardian Capital Advisors
Ontario, Canada
$568K -$643K -2,840 -53%
TFS
697
Thoroughbred Financial Services
Tennessee
$567K – – –
RPCONE
698
Retirement Planning Company of New England
Rhode Island
$565K +$38.6K +171 +7%
AC
699
Armistice Capital
New York
$563K +$563K +2,492 New
PWMG
700
Prestige Wealth Management Group
New Jersey
$563K +$221K +980 +65%
26 27
28
29 30