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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 %
HI
751
Harbour Investments
Wisconsin
$464K +$45.9K +203 +11%
OIA
752
OneDigital Investment Advisors
Kansas
$463K -$23.3K -103 -5%
HIA
753
Harbor Investment Advisory
Maryland
$462K +$19.2K +85 +4%
RGF
754
Retirement Guys Formula
Ohio
$459K +$20.3K +90 +5%
SIG
755
Spinnaker Investment Group
California
$457K – – –
BLC
756
Brown, Lisle/Cummings
Rhode Island
$456K +$11.3K +50 +3%
LWCFA
757
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$453K – – –
VV
758
Verity & Verity
South Carolina
$452K -$108K -480 -19%
CB
759
Community Bank
New York
$452K – – –
PP
760
Paloma Partners
Connecticut
$452K +$452K +2,000 New
KWM
761
Keebeck Wealth Management
Illinois
$450K – – –
PVI
762
Pine Valley Investments
New Jersey
$448K +$448K +2,344 New
GWSG
763
GPS Wealth Strategies Group
Colorado
$448K +$448K +1,983 New
SIC
764
Sterling Investment Counsel
New York
$447K +$62.8K +278 +16%
SWM
765
Silverlake Wealth Management
Vermont
$447K -$1.36K -6 -0.3%
FAIM
766
Financial Advocates Investment Management
Washington
$445K -$63.2K -280 -12%
FMAEN1
767
Fund Management at Engine No 1
California
$445K +$41.3K +183 +10%
AIP
768
Ameritas Investment Partners
Nebraska
$443K – – –
JF
769
Jump Financial
Illinois
$443K +$220K +972 +98%
SFA
770
Sequoia Financial Advisors
Ohio
$442K -$399K -1,768 -47%
NF
771
Nvest Financial
New Hampshire
$441K +$1.36K +6 +0.3%
HI
772
Horizon Investments
North Carolina
$440K +$38K +169 +9%
ACM
773
Armbruster Capital Management
New York
$437K – – –
GC
774
Gilbert & Cook
Iowa
$436K -$307K -1,360 -41%
CI Investments Inc
775
CI Investments Inc
Ontario, Canada
$436K +$21.9K +97 +5%
29 30
31
32 33