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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 %
EFS
676
Essex Financial Services
Connecticut
$930K -$16.8K -62 -2%
EM
677
ELCO Management
New York
$927K – – –
FFM
678
Forum Financial Management
Illinois
$915K – – –
SWA
679
SFMG Wealth Advisors
Texas
$909K -$62.2K -229 -6%
PCM
680
Parsons Capital Management
Rhode Island
$906K -$76.1K -280 -8%
KIA
681
KCM Investment Advisors
California
$904K +$124K +457 +16%
EF
682
Empowered Funds
Pennsylvania
$901K +$374K +1,377 +71%
BPGAM
683
BTG Pactual Global Asset Management
Bermuda
$899K +$899K +3,309 New
AB
684
Atlas Brown
Kentucky
$899K +$272 +1 +0%
NW
685
NewEdge Wealth
Pennsylvania
$890K +$321K +1,264 +56%
QCM
686
QRG Capital Management
Illinois
$887K +$97.8K +360 +12%
LFA
687
Laraway Financial Advisors
Minnesota
$881K – – –
PAS
688
Park Avenue Securities
New York
$878K +$266K +980 +44%
Public Sector Pension Investment Board (PSP Investments)
689
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$870K – – –
TF
690
TLWM Financial
Texas
$867K -$23.1K -85 -3%
MGIA
691
Moneta Group Investment Advisors
Missouri
$864K +$59.2K +218 +7%
MA
692
Montag & Associates
Georgia
$861K -$972K -3,577 -53%
BMSSC
693
B. Metzler seel. Sohn & Co
Germany
$859K +$65.8K +242 +8%
IAA
694
Independent Advisor Alliance
North Carolina
$858K +$95.1K +350 +12%
CG
695
Caprock Group
Idaho
$857K +$91.3K +336 +12%
TA
696
Tectonic Advisors
Texas
$851K +$61.7K +227 +8%
STA
697
Summit Trail Advisors
New York
$849K +$264K +973 +45%
Twin Tree Management
698
Twin Tree Management
Texas
$848K -$5.96M -21,926 -88%
HTC
699
Haverford Trust Company
Pennsylvania
$842K -$8.97K -33 -1%
CFG
700
Cooper Financial Group
California
$839K +$74.7K +275 +10%
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