STZ icon

Constellation Brands

1,249 hedge funds and large institutions have $35.7B invested in Constellation Brands in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 459 increasing their positions, 478 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,249
Holders Change
+25
Holders Change %
+2.04%
% of All Funds
19.91%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.38%
New
116
Increased
459
Reduced
478
Closed
74
Calls
$572M
Puts
$525M
Net Calls
+$46.4M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Shares
Change %
TF
676
TLWM Financial
Texas
$818K +$19.9K +79 +2%
LFA
677
Laraway Financial Advisors
Minnesota
$814K
IB
678
Intrust Bank
Kansas
$808K +$59.1K +235 +8%
HAIM
679
Hunter Associates Investment Management
Pennsylvania
$806K +$806K +3,168 New
MIC
680
Meridian Investment Counsel
California
$804K -$77.9K -310 -9%
HFS
681
Hantz Financial Services
Michigan
$802K +$775K +3,083 +2,828%
TCA
682
Transcend Capital Advisors
New Jersey
$797K -$173K -688 -18%
DA
683
Dover Advisors
Virginia
$796K
HTC
684
Haverford Trust Company
Pennsylvania
$794K -$16.6K -66 -2%
IAA
685
Independent Advisor Alliance
North Carolina
$789K -$37.7K -150 -5%
FFM
686
Forum Financial Management
Illinois
$777K +$503 +2 +0.1%
FC
687
Forte Capital
New York
$776K -$132K -525 -15%
Wealthfront Advisers
688
Wealthfront Advisers
California
$767K +$132K +526 +21%
MGIA
689
Moneta Group Investment Advisors
Missouri
$758K +$2.01K +8 +0.3%
QCM
690
QRG Capital Management
Illinois
$758K +$758K +3,014 New
HCM
691
HMS Capital Management
Tennessee
$757K -$26.9K -107 -3%
IWM
692
IHT Wealth Management
Illinois
$755K +$83.7K +333 +12%
GI
693
GAMCO Investors
Connecticut
$754K
BPWM
694
Badgley Phelps Wealth Managers
Washington
$753K +$107K +424 +16%
MFS
695
Mirabella Financial Services
United Kingdom
$749K +$374K +1,487 +100%
HKIMG
696
Hutchens & Kramer Investment Management Group
Indiana
$745K -$21.9K -88 -3%
CC
697
Centiva Capital
New York
$743K +$392K +1,558 +111%
BTWM
698
Baker Tilly Wealth Management
Wisconsin
$737K -$226K -900 -23%
ECM
699
Exchange Capital Management
Michigan
$735K -$52K -207 -7%
EP
700
Edgestream Partners
New Jersey
$731K +$295K +1,174 +68%