STZ icon

Constellation Brands
STZ

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.08B
2
SC
Sculptor Capital
New York
+$242M
3
Marshall Wace
Marshall Wace
United Kingdom
+$208M
4
Citadel Advisors
Citadel Advisors
Florida
+$182M
5
Boston Partners
Boston Partners
Massachusetts
+$156M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$842M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$221M
3
Capital International Investors
Capital International Investors
California
-$153M
4
Holocene Advisors
Holocene Advisors
New York
-$151M
5
PF
Phoenix Financial
Israel
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
751
Dover Advisors
Virginia
$655K -$111K -458 -14%
IWM
752
IHT Wealth Management
Illinois
$655K -$70.3K -291 -10%
SS
753
Simplicity Solutions
Minnesota
$655K +$17.9K +74 +3%
LA
754
LVW Advisors
New York
$647K -$45.7K -189 -7%
SC
755
Savant Capital
Illinois
$645K -$242 -1 -0%
HKIMG
756
Hutchens & Kramer Investment Management Group
Indiana
$642K -$82.4K -341 -11%
MIM
757
Morningstar Investment Management
Illinois
$638K +$15.7K +65 +3%
CB
758
CNB Bank
Pennsylvania
$637K +$83.6K +346 +15%
Focus Partners Wealth
759
Focus Partners Wealth
Massachusetts
$636K +$636K +2,632 New
EF
760
Empirical Finance
Pennsylvania
$634K -$967 -4 -0.2%
MOS
761
MGO One Seven
Ohio
$629K +$141K +582 +29%
IIM
762
Intact Investment Management
Quebec, Canada
$629K +$121K +500 +24%
DWA
763
Douglass Winthrop Advisors
New York
$617K – – –
RAM
764
Roanoke Asset Management
New Jersey
$616K – – –
AF
765
Allworth Financial
California
$616K +$78.6K +325 +15%
GIA
766
Gateway Investment Advisers
Ohio
$615K -$16.9K -70 -3%
SIA
767
Schear Investment Advisers
Ohio
$610K +$10.6K +44 +2%
BFA
768
Bragg Financial Advisors
North Carolina
$606K -$24.9K -103 -4%
BMCM
769
Burns Matteson Capital Management
New York
$604K +$10.2K +42 +2%
CA
770
Cornerstone Advisory
Maryland
$596K +$4.35K +18 +0.7%
WCM
771
Washington Capital Management
Washington
$592K +$72.5K +300 +14%
SIC
772
Sterling Investment Counsel
New York
$591K +$61.9K +256 +12%
BP
773
Ballentine Partners
Massachusetts
$590K +$967 +4 +0.2%
PCS
774
Personal CFO Solutions
New Jersey
$587K +$4.6K +19 +0.8%
PG
775
Patten Group
Tennessee
$586K -$14.5K -60 -2%
29 30
31
32 33