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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 %
OPA
726
Old Port Advisors
Maine
$759K -$2.72K -10 -0.4%
CF
727
Copperwynd Financial
Arizona
$755K – – –
SC
728
Savant Capital
Illinois
$755K +$29.6K +109 +4%
CI Investments Inc
729
CI Investments Inc
Ontario, Canada
$754K +$98.1K +361 +15%
HAS
730
HBW Advisory Services
California
$750K – – –
ECM
731
Exchange Capital Management
Michigan
$747K -$2.72K -10 -0.4%
AWM
732
Apollon Wealth Management
South Carolina
$745K -$111K -410 -13%
SIA
733
Schear Investment Advisers
Ohio
$744K +$58.4K +215 +9%
LWCFA
734
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$743K +$1.82K +7 +0.2%
BFEC
735
Benjamin F. Edwards & Company
Missouri
$743K -$42.1K -155 -5%
GT
736
Glenmede Trust
Pennsylvania
$739K +$169K +622 +30%
DWA
737
Douglass Winthrop Advisors
New York
$736K +$42.1K +155 +6%
BCV
738
Banque Cantonale Vaudoise
Switzerland
$734K +$734K +2,699 New
PG
739
Patten Group
Tennessee
$724K +$65.2K +240 +10%
IMCOOI
740
Investment Management Corp of Ontario (IMCO)
Canada
$722K -$326K -1,200 -31%
RAM
741
Roanoke Asset Management
New Jersey
$720K +$27.2K +100 +4%
LA
742
LVW Advisors
New York
$720K -$7.61K -28 -1%
MIM
743
Morningstar Investment Management
Illinois
$717K – – –
VFPI
744
Vantage Financial Partners (Illinois)
Illinois
$714K -$163K -600 -19%
EF
745
Empirical Finance
Pennsylvania
$710K -$2.45K -9 -0.3%
TCA
746
Transcend Capital Advisors
New Jersey
$707K -$95.4K -351 -12%
PCS
747
Personal CFO Solutions
New Jersey
$706K +$46.2K +170 +7%
BP
748
Ballentine Partners
Massachusetts
$703K +$39.7K +146 +6%
GIA
749
Gateway Investment Advisers
Ohio
$699K +$7.34K +27 +1%
SIC
750
Sterling Investment Counsel
New York
$697K +$32.6K +120 +5%
28 29
30
31 32