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Constellation Brands
STZ

Overview Fund Activity

1,253 hedge funds and large institutions have $31.8B invested in Constellation Brands in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+47
Holders Change %
+3.9%
% of All Funds
20.22%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
155
Increased
447
Reduced
449
Closed
84
Calls
$556M
Puts
$548M
Net Calls
+$8.44M
Net Calls Change
+$209M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$366M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$333M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$312M
4
AWA
Arete Wealth Advisors
Illinois
+$284M
5
Morgan Stanley
Morgan Stanley
New York
+$211M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$581M
2
Amundi
Amundi
France
-$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$200M
4
Marshall Wace
Marshall Wace
United Kingdom
-$79.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
726
Aristotle Atlantic Partners
Florida
$608K -$84.4K -364 -12%
ETC
727
Exchange Traded Concepts
Oklahoma
$603K +$16.2K +70 +3%
LNC
728
Lincoln National Corp
Pennsylvania
$601K -$13.7K -59 -2%
TMAM
729
Tokio Marine Asset Management
Japan
$596K +$48K +207 +9%
DWA
730
Douglass Winthrop Advisors
New York
$593K -$6.03K -26 -1%
RAM
731
Roanoke Asset Management
New Jersey
$591K – – –
BPWM
732
Badgley Phelps Wealth Managers
Washington
$590K -$1.16K -5 -0.2%
BP
733
Ballentine Partners
Massachusetts
$582K +$38.5K +166 +7%
TFS
734
Thoroughbred Financial Services
Tennessee
$581K +$47.5K +205 +9%
GT
735
Greenleaf Trust
Michigan
$578K -$7.18K -31 -1%
VV
736
Verity & Verity
South Carolina
$575K +$575K +2,480 New
E
737
Ergoteles
New York
$574K -$11.6M -49,875 -95%
OSAM
738
O'Shaughnessy Asset Management
Connecticut
$572K -$658K -2,838 -53%
TCM
739
Tufton Capital Management
Maryland
$568K -$3.48K -15 -0.6%
CIBC Private Wealth Group
740
CIBC Private Wealth Group
Georgia
$562K +$70.9K +306 +14%
PMA
741
Prudent Man Advisors
Illinois
$562K +$160K +688 +40%
WAP
742
Wealthcare Advisory Partners
Pennsylvania
$560K +$31.8K +137 +6%
IIM
743
Intact Investment Management
Quebec, Canada
$556K -$139K -600 -20%
AL
744
Arnhold LLC
New York
$556K – – –
PNC
745
Park National Corp
Ohio
$553K +$5.79K +25 +1%
CQS
746
Credential Qtrade Securities
$552K +$2.32K +10 +0.4%
AIM
747
Athena Investment Management
California
$547K – – –
HBT
748
Heartland Bank & Trust
Illinois
$547K +$28.3K +122 +5%
IWM
749
IHT Wealth Management
Illinois
$547K +$64.2K +277 +13%
PG
750
Pendal Group
Australia
$546K +$259K +1,118 +90%
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