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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 %
PS
751
Principal Securities
Iowa
$692K +$227K +835 +49%
CL
752
Choreo LLC
Illinois
$690K +$34.8K +128 +5%
WS
753
Wedbush Securities
California
$687K +$63.5K +234 +10%
IIM
754
Intact Investment Management
Quebec, Canada
$679K -$27.2K -100 -4%
CA
755
Cornerstone Advisory
Maryland
$676K +$5.71K +21 +0.9%
AIM
756
Anchor Investment Management
South Carolina
$672K +$40.8K +150 +6%
TCM
757
Tufton Capital Management
Maryland
$668K +$183K +675 +38%
GBT
758
Grove Bank & Trust
Florida
$667K +$583K +2,145 +690%
MOS
759
MGO One Seven
Ohio
$667K -$40.5K -149 -6%
WCM
760
Washington Capital Management
Washington
$666K – – –
GFG
761
Greystone Financial Group
Michigan
$664K +$664K +2,444 New
AF
762
Allworth Financial
California
$659K -$33.7K -124 -5%
AL
763
Arnhold LLC
New York
$652K – – –
1IA
764
1620 Investment Advisors
Massachusetts
$642K +$2.99K +11 +0.5%
AIM
765
Athena Investment Management
California
$642K – – –
AS
766
Altshuler Shaham
Israel
$638K +$26.4K +97 +4%
HI
767
Horizon Investments
North Carolina
$637K +$44.4K +164 +7%
EH
768
Equitable Holdings
New York
$635K +$13.9K +51 +2%
SWA
769
Stratos Wealth Advisors
Ohio
$633K +$33.4K +123 +6%
BFA
770
Bragg Financial Advisors
North Carolina
$629K -$51.9K -191 -8%
PNC
771
Park National Corp
Ohio
$628K – – –
SC
772
Sapient Capital
Indiana
$625K – – –
ACA
773
Atlas Capital Advisors
Wyoming
$616K +$163K +600 +36%
SDWIA
774
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$614K +$2.72K +10 +0.4%
GT
775
Greenleaf Trust
Michigan
$611K +$2.99K +11 +0.5%
29 30
31
32 33