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Constellation Brands
STZ

Overview Fund Activity

1,331 hedge funds and large institutions have $37.5B invested in Constellation Brands in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 533 increasing their positions, 463 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
19.36%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.17%
New
123
Increased
533
Reduced
463
Closed
83
Calls
$360M
Puts
$475M
Net Calls
-$115M
Net Calls Change
-$63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$480M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$379M
3
Capital World Investors
Capital World Investors
California
+$217M
4
JGC
J. Goldman & Co
New York
+$111M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.4M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$184M
2
Invesco
Invesco
Georgia
-$149M
3
EIM
Elliott Investment Management
Florida
-$138M
4
JCM
Junto Capital Management
New York
-$130M
5
Barclays
Barclays
United Kingdom
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
701
ELCO Management
New York
$872K -$5.15K -20 -0.6%
TFS
702
Thoroughbred Financial Services
Tennessee
$869K +$348K +1,352 +67%
Jones Financial Companies
703
Jones Financial Companies
Missouri
$868K +$811K +3,151 +1,413%
EA
704
Everpar Advisors
Oklahoma
$867K +$89.3K +347 +11%
FFM
705
Forum Financial Management
Illinois
$866K -$257 -1 -0%
QI
706
Qtron Investments
Massachusetts
$865K +$595K +2,314 +221%
GT
707
Glenmede Trust
Pennsylvania
$863K +$163K +634 +23%
FRM
708
Fox Run Management
Connecticut
$862K +$862K +3,352 New
QCM
709
QRG Capital Management
Illinois
$862K +$22.1K +86 +3%
SWA
710
SFMG Wealth Advisors
Texas
$860K -$515 -2 -0.1%
SAM
711
Synergy Asset Management
Washington
$856K -$92.9K -361 -10%
KIA
712
KCM Investment Advisors
California
$856K +$257 +1 +0%
AB
713
Atlas Brown
Kentucky
$851K +$257 +1 +0%
PCM
714
Parsons Capital Management
Rhode Island
$844K -$12.9K -50 -2%
Schroder Investment Management Group
715
Schroder Investment Management Group
United Kingdom
$838K +$838K +3,258 New
TF
716
TLWM Financial
Texas
$834K +$12.9K +50 +2%
LFA
717
Laraway Financial Advisors
Minnesota
$834K – – –
LWL
718
Leo Wealth LLC
Texas
$829K +$829K +3,224 New
BAMF
719
BI Asset Management Fondsmaeglerselskab
Denmark
$828K +$42.2K +164 +5%
NP
720
NorthRock Partners
Minnesota
$822K -$342K -1,329 -29%
IAA
721
Independent Advisor Alliance
North Carolina
$816K +$3.86K +15 +0.5%
BMSSC
722
B. Metzler seel. Sohn & Co
Germany
$813K – – –
IB
723
Intrust Bank
Kansas
$805K +$17.2K +67 +2%
NICM
724
Neo Ivy Capital Management
New York
$804K +$804K +3,124 New
BFEC
725
Benjamin F. Edwards & Company
Missouri
$802K +$99K +385 +14%
27 28
29
30 31