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Constellation Brands
STZ

Overview Fund Activity

1,184 hedge funds and large institutions have $31.2B invested in Constellation Brands in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 421 increasing their positions, 477 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
-69
Holders Change %
-5.51%
% of All Funds
18.95%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
88
Increased
421
Reduced
477
Closed
133
Calls
$736M
Puts
$720M
Net Calls
+$16.7M
Net Calls Change
+$8.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$895M
2
Capital International Investors
Capital International Investors
California
+$761M
3
Barclays
Barclays
United Kingdom
+$288M
4
Invesco
Invesco
Georgia
+$190M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$130M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
2
AWA
Arete Wealth Advisors
Illinois
-$284M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$178M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$170M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
726
WealthTrust Axiom
Pennsylvania
$497K – – –
PCS
727
Personal CFO Solutions
New Jersey
$493K +$29.6K +131 +6%
UCFA
728
United Capital Financial Advisors
Texas
$493K +$65.3K +289 +15%
TCM
729
Tributary Capital Management
Nebraska
$490K -$18.1K -80 -4%
CAM
730
Cresset Asset Management
Illinois
$489K +$489K +2,166 New
BMCM
731
Burns Matteson Capital Management
New York
$488K +$65.7K +291 +16%
Koshinski Asset Management
732
Koshinski Asset Management
Illinois
$487K – – –
PA
733
Profund Advisors
Maryland
$487K +$84.7K +375 +21%
LB
734
Legacy Bridge
Iowa
$485K – – –
CAM
735
Cozad Asset Management
Illinois
$483K -$47.2K -209 -9%
SDWIA
736
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$482K – – –
BP
737
Ballentine Partners
Massachusetts
$479K -$88.3K -391 -16%
AWM
738
Apollon Wealth Management
South Carolina
$479K +$4.74K +21 +1%
AAP
739
Aristotle Atlantic Partners
Florida
$478K -$115K -508 -19%
ACM
740
Allred Capital Management
Texas
$477K +$452 +2 +0.1%
CG
741
Caprock Group
Idaho
$477K -$2.49K -11 -0.5%
CHA
742
Cooper/Haims Advisors
New York
$475K -$22.4K -99 -4%
FMLI
743
Fukoku Mutual Life Insurance
Japan
$474K – – –
AC
744
AXQ Capital
New Jersey
$474K +$474K +2,100 New
CWS
745
Confluence Wealth Services
Pennsylvania
$471K – – –
NL
746
Navalign LLC
California
$471K -$6.1K -27 -1%
RMC
747
Resources Management Corp
Connecticut
$468K -$1.1M -13,043 -70%
LNWWM
748
Laird Norton Wetherby Wealth Management
California
$466K -$29.6K -131 -6%
CB
749
CNB Bank
Pennsylvania
$465K +$17.8K +79 +4%
MWA
750
Meridian Wealth Advisors
Texas
$465K – – –
28 29
30
31 32