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Constellation Brands

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
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
726
Transcend Capital Advisors
New Jersey
$713K -$53.7K -222 -7%
BTWM
727
Baker Tilly Wealth Management
Wisconsin
$711K +$1.45K +6 +0.2%
BMSSC
728
B. Metzler seel. Sohn & Co
Germany
$706K -$1.71M -7,086 -71%
RMAM
729
Raab & Moskowitz Asset Management
New Jersey
$703K +$18.1K +75 +3%
AT
730
Arlington Trust
Alabama
$703K +$703K +2,909 New
QCM
731
QRG Capital Management
Illinois
$702K -$26.4K -109 -4%
TA
732
Tectonic Advisors
Texas
$702K +$52K +215 +8%
CT
733
ClearAlpha Technologies
Connecticut
$701K +$701K +2,900 New
LWCFA
734
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$700K +$128K +522 +22%
BFEC
735
Benjamin F. Edwards & Company
Missouri
$698K +$26.1K +108 +4%
KIA
736
KCM Investment Advisors
California
$693K +$55.4K +229 +9%
MAS
737
Meeder Advisory Services
Ohio
$687K +$43.5K +180 +7%
AWM
738
Aries Wealth Management
Maine
$684K -$62.9K -260 -8%
CG
739
Caprock Group
Idaho
$681K +$57.8K +239 +9%
CFG
740
Cooper Financial Group
California
$680K +$81.2K +336 +14%
WC
741
Waterloo Capital
Texas
$679K +$679K +2,810 New
IAA
742
Independent Advisor Alliance
North Carolina
$679K -$80.3K -332 -11%
LNC
743
Lincoln National Corp
Pennsylvania
$678K +$57.3K +237 +9%
OPA
744
Old Port Advisors
Maine
$677K -$5.8K -24 -0.8%
CF
745
Copperwynd Financial
Arizona
$672K +$10.4K +43 +2%
BBHC
746
Brown Brothers Harriman & Co
New York
$667K +$30.2K +125 +5%
ECM
747
Exchange Capital Management
Michigan
$667K -$40.6K -168 -6%
SPC
748
Sigma Planning Corp
Michigan
$659K -$853K -3,530 -56%
BCP
749
Blackhawk Capital Partners
Wisconsin
$657K +$19.8K +82 +3%
BFG
750
Bleakley Financial Group
New Jersey
$656K +$19.6K +81 +3%