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Constellation Brands
STZ

Overview Fund Activity

1,292 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 496 increasing their positions, 457 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,292
Holders Change
+43
Holders Change %
+3.44%
% of All Funds
18.94%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
146
Increased
496
Reduced
457
Closed
87
Calls
$584M
Puts
$473M
Net Calls
+$111M
Net Calls Change
+$64.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.08B
2
SC
Sculptor Capital
New York
+$242M
3
Marshall Wace
Marshall Wace
United Kingdom
+$208M
4
Citadel Advisors
Citadel Advisors
Florida
+$182M
5
Boston Partners
Boston Partners
Massachusetts
+$156M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$842M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$221M
3
Capital International Investors
Capital International Investors
California
-$153M
4
Holocene Advisors
Holocene Advisors
New York
-$151M
5
PF
Phoenix Financial
Israel
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
701
Raymond James Trust
Florida
$814K -$24.7K -102 -3%
Bessemer Group
702
Bessemer Group
New Jersey
$811K +$10.4K +43 +1%
Wealthfront Advisers
703
Wealthfront Advisers
California
$801K +$63.6K +263 +9%
AB
704
Atlas Brown
Kentucky
$799K -$5.32K -22 -0.7%
TF
705
TLWM Financial
Texas
$792K +$5.32K +22 +0.7%
PT
706
Plimoth Trust
Massachusetts
$785K +$785K +3,247 New
LFA
707
Laraway Financial Advisors
Minnesota
$783K – – –
VFPI
708
Vantage Financial Partners (Illinois)
Illinois
$780K -$60.4K -250 -7%
Public Sector Pension Investment Board (PSP Investments)
709
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$774K -$3.4M -14,078 -81%
IB
710
Intrust Bank
Kansas
$765K -$11.6K -48 -1%
MIC
711
Meridian Investment Counsel
California
$764K -$9.67K -40 -1%
SP
712
Stablepoint Partners
Massachusetts
$763K +$763K +3,156 New
AWM
713
Apollon Wealth Management
South Carolina
$762K +$310K +1,281 +69%
TP
714
Tranquility Partners
Tennessee
$757K -$73.7K -305 -9%
HTC
715
Haverford Trust Company
Pennsylvania
$757K -$7.49K -31 -1%
GI
716
GAMMA Investing
California
$755K +$755K +3,080 New
DIA
717
Dana Investment Advisors
Wisconsin
$753K -$193K -799 -20%
QCM
718
Quantinno Capital Management
New York
$751K -$989K -4,087 -57%
XT
719
XTX Topco
Cayman Islands
$750K +$130K +537 +21%
HAS
720
HBW Advisory Services
California
$750K -$136K -561 -15%
FC
721
Forte Capital
New York
$747K – – –
PIM
722
Penobscot Investment Management
Massachusetts
$735K +$135K +560 +23%
GI
723
GAMCO Investors
Connecticut
$725K – – –
HCM
724
HMS Capital Management
Tennessee
$721K -$7.74K -32 -1%
MGIA
725
Moneta Group Investment Advisors
Missouri
$716K -$13.5K -56 -2%
27 28
29
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