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Constellation Brands
STZ

Overview Fund Activity

1,253 hedge funds and large institutions have $31.8B invested in Constellation Brands in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+47
Holders Change %
+3.9%
% of All Funds
20.22%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
155
Increased
447
Reduced
449
Closed
84
Calls
$556M
Puts
$548M
Net Calls
+$8.44M
Net Calls Change
+$209M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$366M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$333M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$312M
4
AWA
Arete Wealth Advisors
Illinois
+$284M
5
Morgan Stanley
Morgan Stanley
New York
+$211M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$581M
2
Amundi
Amundi
France
-$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$200M
4
Marshall Wace
Marshall Wace
United Kingdom
-$79.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
701
Peterson Financial Group
Iowa
$728K -$398K -1,716 -35%
HCM
702
HMS Capital Management
Tennessee
$724K -$42.6K -184 -6%
SAM
703
Seelaus Asset Management
New Jersey
$722K -$123K -533 -15%
VIA
704
Vident Investment Advisory
Georgia
$707K -$100K -433 -12%
BFG
705
Bleakley Financial Group
New Jersey
$707K +$707K +3,049 New
GIA
706
Gateway Investment Advisers
Ohio
$699K +$63.3K +273 +10%
FHA
707
First Horizon Advisors
Tennessee
$683K +$2.32K +10 +0.3%
ACS
708
Archford Capital Strategies
Illinois
$681K -$34.3K -148 -5%
LWM
709
Laidlaw Wealth Management
New York
$680K +$3.01K +13 +0.4%
PD
710
Planning Directions
Pennsylvania
$677K -$34.3K -148 -5%
OPA
711
Old Port Advisors
Maine
$670K -$5.1K -22 -0.8%
EF
712
Empirical Finance
Pennsylvania
$666K – – –
BFA
713
Bragg Financial Advisors
North Carolina
$655K +$10.4K +45 +2%
AWM
714
Aries Wealth Management
Maine
$651K +$18.5K +80 +3%
DA
715
Dover Advisors
Virginia
$648K +$648K +2,795 New
CF
716
Copperwynd Financial
Arizona
$645K -$4.87K -21 -0.7%
MAS
717
Meeder Advisory Services
Ohio
$637K +$637K +2,750 New
BCV
718
Banque Cantonale Vaudoise
Switzerland
$636K – – –
MYLI
719
Meiji Yasuda Life Insurance
Japan
$635K -$12.7K -55 -2%
CCT
720
Chemung Canal Trust
New York
$634K -$96.9K -418 -13%
SIA
721
Schear Investment Advisers
Ohio
$622K +$622K +2,682 New
AC
722
ASB Consultores
Florida
$620K +$3.01K +13 +0.5%
AIM
723
Anchor Investment Management
South Carolina
$613K +$5.1K +22 +0.8%
LHC
724
Little House Capital
Massachusetts
$611K -$6.95K -30 -1%
AAM
725
Advisors Asset Management
Colorado
$611K +$474K +2,046 +346%
27 28
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