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Constellation Brands
STZ

Overview Fund Activity

1,311 hedge funds and large institutions have $36.8B invested in Constellation Brands in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 495 increasing their positions, 523 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,311
Holders Change
-20
Holders Change %
-1.5%
% of All Funds
18.96%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
94
Increased
495
Reduced
523
Closed
99
Calls
$380M
Puts
$663M
Net Calls
-$283M
Net Calls Change
-$168M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$293M
2
BlackRock
BlackRock
New York
+$184M
3
Morgan Stanley
Morgan Stanley
New York
+$118M
4
Citadel Advisors
Citadel Advisors
Florida
+$108M
5
State Street
State Street
Massachusetts
+$104M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$205M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$130M
3
Capital World Investors
Capital World Investors
California
-$117M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$117M
5
JGC
J. Goldman & Co
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
676
Advisors Asset Management
Colorado
$913K -$4.12K -16 -0.4%
FCA
677
FLC Capital Advisors
California
$912K +$912K +3,538 New
PWM
678
Prentice Wealth Management
New York
$903K -$12.6K -49 -1%
CMANY
679
Capital Management Associates (New York)
New York
$902K – – –
DAM
680
Diamant Asset Management
Connecticut
$901K -$51.5K -200 -5%
MM
681
MQS Management
New York
$899K +$899K +3,487 New
TA
682
Tectonic Advisors
Texas
$897K +$16.5K +64 +2%
CNFG
683
Creegan & Nassoura Financial Group
New Hampshire
$889K – – –
BP
684
BNP Paribas
France
$878K -$21.6K -84 -2%
JWM
685
Jupiter Wealth Management
Colorado
$878K +$298K +1,158 +51%
IBOK
686
Independence Bank of Kentucky
Kentucky
$876K +$248K +961 +39%
CFG
687
Cooper Financial Group
California
$875K -$11.6K -45 -1%
EM
688
ELCO Management
New York
$874K – – –
KIA
689
KCM Investment Advisors
California
$872K +$14.4K +56 +2%
QI
690
Qtron Investments
Massachusetts
$867K – – –
CT
691
Coastline Trust
Rhode Island
$863K -$874K -3,390 -50%
AA
692
Ancora Advisors
Ohio
$863K -$409K -1,589 -32%
SWA
693
SFMG Wealth Advisors
Texas
$862K +$773 +3 +0.1%
TFS
694
Thoroughbred Financial Services
Tennessee
$856K -$14.4K -56 -2%
AB
695
Atlas Brown
Kentucky
$852K -$258 -1 -0%
FTDI
696
First Trust Direct Indexing
Massachusetts
$848K -$96.1K -373 -10%
PCM
697
Parsons Capital Management
Rhode Island
$846K – – –
QCM
698
QRG Capital Management
Illinois
$844K -$19.6K -76 -2%
OIM
699
Oder Investment Management
California
$842K +$57.2K +222 +7%
CWM
700
Congress Wealth Management
Massachusetts
$839K +$839K +3,254 New
26 27
28
29 30