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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 %
PSB
676
Piscataqua Savings Bank
New Hampshire
$898K +$3.63K +15 +0.4%
TMAM
677
Tokio Marine Asset Management
Japan
$897K +$32.2K +133 +4%
AEPWM
678
Atlantic Edge Private Wealth Management
Florida
$894K +$894K +3,696 New
DAM
679
Diamant Asset Management
Connecticut
$893K – – –
FA
680
FDx Advisors
Illinois
$890K +$327K +1,354 +58%
WAP
681
Wealthcare Advisory Partners
Pennsylvania
$878K +$363K +1,500 +70%
ACA
682
Anchor Capital Advisors
Massachusetts
$875K +$3.63K +15 +0.4%
PCM
683
Parsons Capital Management
Rhode Island
$873K – – –
MC
684
Machina Capital
France
$867K +$867K +3,586 New
SWA
685
SFMG Wealth Advisors
Texas
$864K -$4.84K -20 -0.6%
MYAM
686
Meiji Yasuda Asset Management
Japan
$860K -$49.8K -206 -5%
NS
687
NBC Securities
Alabama
$859K -$966 -4 -0.1%
AIM
688
Achmea Investment Management
Netherlands
$856K – – –
IP
689
Intellectus Partners
California
$849K -$277K -1,144 -25%
CMANY
690
Capital Management Associates (New York)
New York
$846K +$242K +1,000 +40%
EFS
691
Essex Financial Services
Connecticut
$842K -$27.1K -112 -3%
CQS
692
Credential Qtrade Securities
$839K +$245K +1,015 +41%
PWM
693
Prentice Wealth Management
New York
$837K +$8.7K +36 +1%
CNFG
694
Creegan & Nassoura Financial Group
New Hampshire
$834K – – –
P
695
Pitcairn
Pennsylvania
$834K -$1.21K -5 -0.1%
TFS
696
Thoroughbred Financial Services
Tennessee
$830K -$41.3K -171 -5%
MIS
697
Morningstar Investment Services
Illinois
$827K +$402K +1,660 +95%
EM
698
ELCO Management
New York
$824K -$2.9K -12 -0.4%
PWP
699
Private Wealth Partners
California
$818K -$116K -480 -12%
FFM
700
Forum Financial Management
Illinois
$814K +$66.2K +274 +9%
26 27
28
29 30