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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 %
SWA
751
Stratos Wealth Advisors
Ohio
$545K -$12.1K -52 -2%
CAM
752
Cozad Asset Management
Illinois
$544K -$16.7K -72 -3%
S
753
Seeyond
France
$544K -$1.1M -4,727 -67%
PG
754
Patten Group
Tennessee
$541K +$58.2K +251 +12%
RPCONE
755
Retirement Planning Company of New England
Rhode Island
$540K -$1.39K -6 -0.3%
CT
756
Chicago Trust
Illinois
$537K -$15.1K -65 -3%
WGAM
757
Wilkinson Global Asset Management
New York
$535K -$9.27K -40 -2%
BL
758
Balentine LLC
Georgia
$531K +$25K +108 +5%
1IA
759
1620 Investment Advisors
Massachusetts
$528K +$19.5K +84 +4%
AF
760
Allworth Financial
California
$526K +$10.9K +47 +2%
FAIM
761
Financial Advocates Investment Management
Washington
$521K -$970K -4,185 -65%
TCM
762
Tributary Capital Management
Nebraska
$521K -$6.95K -30 -1%
LIG
763
Lokken Investment Group
Delaware
$519K +$24.3K +105 +5%
MM
764
MQS Management
New York
$517K +$517K +2,233 New
HCM
765
Hillman Capital Management
Maryland
$517K -$127K -548 -20%
TYCC
766
Texas Yale Capital Corp
Florida
$513K – – –
CHA
767
Cooper/Haims Advisors
New York
$510K +$16.2K +70 +3%
WA
768
WealthTrust Axiom
Pennsylvania
$510K – – –
JFG
769
Jefferies Financial Group
New York
$509K +$509K +2,195 New
LNWWM
770
Laird Norton Wetherby Wealth Management
California
$508K -$33.8K -146 -6%
CIM
771
CIM Investment Management
Pennsylvania
$500K -$13.2K -57 -3%
Koshinski Asset Management
772
Koshinski Asset Management
Illinois
$500K – – –
OIA
773
OneDigital Investment Advisors
Kansas
$499K -$31.5K -136 -6%
HTC
774
Haverford Trust Company
Pennsylvania
$498K +$97.3K +420 +24%
LB
775
Legacy Bridge
Iowa
$497K +$9.5K +41 +2%
29 30
31
32 33