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Constellation Brands
STZ

Overview Fund Activity

1,313 hedge funds and large institutions have $39.6B invested in Constellation Brands in 2024 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 492 increasing their positions, 475 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
+21
Holders Change %
+1.63%
% of All Funds
19.03%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
134
Increased
492
Reduced
475
Closed
95
Calls
$456M
Puts
$508M
Net Calls
-$52M
Net Calls Change
-$163M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$898M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$368M
3
Capital World Investors
Capital World Investors
California
+$197M
4
DCP
D1 Capital Partners
New York
+$178M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$126M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$637M
2
Marshall Wace
Marshall Wace
United Kingdom
-$371M
3
Citadel Advisors
Citadel Advisors
Florida
-$306M
4
BlackRock
BlackRock
New York
-$144M
5
ECM
ExodusPoint Capital Management
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
701
Forte Capital
New York
$835K -$4.08K -15 -0.5%
IB
702
Intrust Bank
Kansas
$832K -$28K -103 -3%
MIC
703
Meridian Investment Counsel
California
$832K -$27.2K -100 -3%
BAMF
704
BI Asset Management Fondsmaeglerselskab
Denmark
$830K -$2.01M -7,383 -71%
NIM
705
NEOS Investment Management
Connecticut
$823K +$245K +901 +42%
EA
706
Everpar Advisors
Oklahoma
$822K -$241K -887 -23%
GI
707
GAMCO Investors
Connecticut
$815K – – –
CB
708
CNB Bank
Pennsylvania
$810K +$94K +346 +13%
BCP
709
Blackhawk Capital Partners
Wisconsin
$803K +$64.7K +238 +9%
AT
710
Arlington Trust
Alabama
$788K -$2.45K -9 -0.3%
MAS
711
Meeder Advisory Services
Ohio
$785K +$12.5K +46 +2%
BFG
712
Bleakley Financial Group
New Jersey
$780K +$41.8K +154 +6%
BMCM
713
Burns Matteson Capital Management
New York
$779K +$99.7K +367 +15%
SW
714
Simplicity Wealth
New Jersey
$778K +$778K +2,863 New
NS
715
NBC Securities
Alabama
$776K -$190K -699 -20%
IWM
716
IHT Wealth Management
Illinois
$773K +$35.9K +132 +5%
BTWM
717
Baker Tilly Wealth Management
Wisconsin
$773K -$26.1K -96 -3%
RMAM
718
Raab & Moskowitz Asset Management
New Jersey
$772K -$19K -70 -2%
HCM
719
HMS Capital Management
Tennessee
$768K -$42.1K -155 -5%
FTDI
720
First Trust Direct Indexing
Massachusetts
$762K +$156K +574 +26%
HKIMG
721
Hutchens & Kramer Investment Management Group
Indiana
$762K +$55.9K +210 +8%
RJT
722
Raymond James Trust
Florida
$762K -$153K -562 -17%
FCBT
723
First Citizens Bank & Trust
North Carolina
$761K +$761K +2,802 New
LNC
724
Lincoln National Corp
Pennsylvania
$761K – – –
AWM
725
Aries Wealth Management
Maine
$760K -$9.51K -35 -1%
27 28
29
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