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Constellation Brands
STZ

Overview Fund Activity

1,331 hedge funds and large institutions have $37.5B invested in Constellation Brands in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 533 increasing their positions, 463 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
19.36%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.17%
New
123
Increased
533
Reduced
463
Closed
83
Calls
$360M
Puts
$475M
Net Calls
-$115M
Net Calls Change
-$63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$480M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$379M
3
Capital World Investors
Capital World Investors
California
+$217M
4
JGC
J. Goldman & Co
New York
+$111M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.4M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$184M
2
Invesco
Invesco
Georgia
-$149M
3
EIM
Elliott Investment Management
Florida
-$138M
4
JCM
Junto Capital Management
New York
-$130M
5
Barclays
Barclays
United Kingdom
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
676
Harbor Investment Advisory
Maryland
$962K +$27.8K +108 +3%
PWP
677
Private Wealth Partners
California
$957K +$30.9K +120 +3%
SIA
678
Schear Investment Advisers
Ohio
$951K +$247K +960 +35%
DAM
679
Diamant Asset Management
Connecticut
$951K – – –
PSB
680
Piscataqua Savings Bank
New Hampshire
$946K -$3.86K -15 -0.4%
FTDI
681
First Trust Direct Indexing
Massachusetts
$943K +$222K +861 +31%
CG
682
Caprock Group
Idaho
$937K +$126K +489 +16%
FTWA
683
Fifth Third Wealth Advisors
Ohio
$924K +$413K +1,607 +81%
FCAS
684
First Command Advisory Services
Texas
$921K -$29.6K -115 -3%
AAM
685
Advisors Asset Management
Colorado
$915K +$11.6K +45 +1%
PWM
686
Prentice Wealth Management
New York
$914K -$12.1K -47 -1%
AIM
687
Achmea Investment Management
Netherlands
$911K – – –
PAS
688
Park Avenue Securities
New York
$910K +$79.2K +308 +10%
DA
689
Dover Advisors
Virginia
$910K +$13.1K +51 +1%
DAS
690
Diversify Advisory Services
Utah
$902K +$455K +1,806 +102%
CMANY
691
Capital Management Associates (New York)
New York
$900K – – –
BP
692
BNP Paribas
France
$898K -$412K -1,600 -31%
IFU
693
iSAM Funds (UK)
United Kingdom
$897K +$897K +3,485 New
SW
694
SVB Wealth
Massachusetts
$895K -$155K -602 -15%
PSC
695
Portman Square Capital
United Kingdom
$890K +$890K +3,461 New
CNFG
696
Creegan & Nassoura Financial Group
New Hampshire
$888K – – –
CFG
697
Cooper Financial Group
California
$885K +$90.8K +353 +11%
TA
698
Tectonic Advisors
Texas
$879K +$73.6K +286 +9%
TCA
699
Transcend Capital Advisors
New Jersey
$878K +$209K +812 +31%
Wealthfront Advisers
700
Wealthfront Advisers
California
$878K -$364K -1,416 -29%
26 27
28
29 30