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Constellation Brands

1,224 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 418 increasing their positions, 464 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+40
Holders Change %
+3.38%
% of All Funds
19.3%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
120
Increased
418
Reduced
464
Closed
74
Calls
$624M
Puts
$416M
Net Calls
+$208M
Net Calls Change
+$191M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
701
Morningstar Investment Management
Illinois
$634K +$634K +2,574 New
BPWM
702
Badgley Phelps Wealth Managers
Washington
$633K +$5.91K +24 +0.9%
DWA
703
Douglass Winthrop Advisors
New York
$628K
RAM
704
Roanoke Asset Management
New Jersey
$628K
Wealthfront Advisers
705
Wealthfront Advisers
California
$621K -$7.38K -30 -1%
SC
706
Savant Capital
Illinois
$620K +$620K +2,518 New
LNC
707
Lincoln National Corp
Pennsylvania
$619K -$2.46K -10 -0.4%
CG
708
Caprock Group
Idaho
$618K +$98.7K +401 +19%
ZCM
709
Zenyatta Capital Management
Delaware
$615K +$615K +2,500 New
GT
710
Greenleaf Trust
Michigan
$614K +$32.7K +133 +6%
TFS
711
Thoroughbred Financial Services
Tennessee
$604K -$13K -53 -2%
AIM
712
Anchor Investment Management
South Carolina
$602K -$41.8K -170 -6%
CQS
713
Credential Qtrade Securities
$602K -$1.97K -8 -0.3%
CA
714
Cornerstone Advisory
Maryland
$600K +$492 +2 +0.1%
GT
715
Glenmede Trust
Pennsylvania
$597K
RPCONE
716
Retirement Planning Company of New England
Rhode Island
$591K -$24.1K -98 -4%
IIM
717
Intact Investment Management
Quebec, Canada
$591K -$73.8K -300 -11%
AL
718
Arnhold LLC
New York
$591K
CFG
719
Cooper Financial Group
California
$590K +$228K +928 +63%
CPA
720
Cardiff Park Advisors
California
$588K +$588K +2,387 New
BMCM
721
Burns Matteson Capital Management
New York
$587K +$55.1K +224 +10%
CCT
722
Chemung Canal Trust
New York
$584K
PMA
723
Prudent Man Advisors
Illinois
$583K -$9.6K -39 -2%
WA
724
WBH Advisory
Maryland
$581K -$12.3K -50 -2%
AIM
725
Athena Investment Management
California
$581K