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Constellation Brands
STZ

Overview Fund Activity

1,184 hedge funds and large institutions have $31.2B invested in Constellation Brands in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 421 increasing their positions, 477 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
-69
Holders Change %
-5.51%
% of All Funds
18.95%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
88
Increased
421
Reduced
477
Closed
133
Calls
$736M
Puts
$720M
Net Calls
+$16.7M
Net Calls Change
+$8.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$895M
2
Capital International Investors
Capital International Investors
California
+$761M
3
Barclays
Barclays
United Kingdom
+$288M
4
Invesco
Invesco
Georgia
+$190M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$130M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
2
AWA
Arete Wealth Advisors
Illinois
-$284M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$178M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$170M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
701
CIBC Private Wealth Group
Georgia
$558K +$10.2K +45 +2%
Voloridge Investment Management
702
Voloridge Investment Management
Florida
$555K -$12.1M -53,659 -96%
CQS
703
Credential Qtrade Securities
$555K +$16.7K +74 +3%
CA
704
Cornerstone Advisory
Maryland
$550K +$315K +1,395 +134%
TCM
705
Tufton Capital Management
Maryland
$550K -$4.52K -20 -0.8%
WA
706
WBH Advisory
Maryland
$545K +$545K +2,412 New
PMA
707
Prudent Man Advisors
Illinois
$544K -$3.16K -14 -0.6%
IWM
708
IHT Wealth Management
Illinois
$543K +$10.2K +45 +2%
AL
709
Arnhold LLC
New York
$542K – – –
CCT
710
Chemung Canal Trust
New York
$536K -$82.5K -365 -13%
GT
711
Greenleaf Trust
Michigan
$534K -$30K -133 -5%
AIM
712
Athena Investment Management
California
$534K – – –
WAP
713
Wealthcare Advisory Partners
Pennsylvania
$530K -$15.4K -68 -3%
HCA
714
Harbor Capital Advisors
Illinois
$529K +$529K +2,341 New
PNC
715
Park National Corp
Ohio
$523K -$15.8K -70 -3%
PG
716
Patten Group
Tennessee
$523K -$4.52K -20 -0.9%
IAIM
717
International Assets Investment Management
Florida
$523K -$241K -1,065 -32%
WGAM
718
Wilkinson Global Asset Management
New York
$522K – – –
1IA
719
1620 Investment Advisors
Massachusetts
$513K -$1.58K -7 -0.3%
HCM
720
Hillman Capital Management
Maryland
$509K +$5.42K +24 +1%
NDSI
721
Newman Dignan & Sheerar Inc
Rhode Island
$504K +$23.9K +106 +5%
TYCC
722
Texas Yale Capital Corp
Florida
$500K – – –
SWA
723
Stratos Wealth Advisors
Ohio
$500K -$31.2K -138 -6%
AF
724
Allworth Financial
California
$500K -$12.6K -56 -2%
DS
725
DRW Securities
Illinois
$497K +$497K +2,200 New
27 28
29
30 31