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Constellation Brands

1,331 hedge funds and large institutions have $37.5B invested in Constellation Brands in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 533 increasing their positions, 463 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
19.36%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.17%
New
123
Increased
533
Reduced
463
Closed
83
Calls
$360M
Puts
$475M
Net Calls
-$115M
Net Calls Change
-$63M
Name Holding Trade Value Shares
Change
Shares
Change %
GBT
751
Grove Bank & Trust
Florida
$724K +$92.1K +358 +15%
AWM
752
Aries Wealth Management
Maine
$719K
OPA
753
Old Port Advisors
Maine
$717K -$772 -3 -0.1%
BFA
754
Brown Financial Advisors
Ohio
$710K +$710K +2,761 New
LWCFA
755
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$710K
BCP
756
Blackhawk Capital Partners
Wisconsin
$709K -$51.7K -201 -7%
PFS
757
Prospera Financial Services
Texas
$708K +$133K +515 +23%
ECM
758
Exchange Capital Management
Michigan
$706K -$515 -2 -0.1%
CI Investments Inc
759
CI Investments Inc
Ontario, Canada
$705K -$8.75K -34 -1%
SWA
760
Stratos Wealth Advisors
Ohio
$705K +$105K +410 +18%
LA
761
Legacy Advisors
Pennsylvania
$703K +$703K +2,734 New
DWA
762
Douglass Winthrop Advisors
New York
$701K +$4.89K +19 +0.7%
PG
763
Patten Group
Tennessee
$700K +$14.4K +56 +2%
KPP
764
Kings Path Partners
Texas
$699K +$699K +2,716 New
GP
765
Girard Partners
Pennsylvania
$698K -$186K -723 -21%
RJT
766
Raymond James Trust
Florida
$694K -$27K -105 -4%
IWM
767
IHT Wealth Management
Illinois
$693K -$38.1K -148 -5%
HAS
768
HBW Advisory Services
California
$688K -$110K -426 -14%
SIC
769
Sterling Investment Counsel
New York
$687K +$27.8K +108 +4%
HWM
770
HB Wealth Management
Georgia
$686K +$236K +918 +53%
STA
771
Summit Trail Advisors
New York
$685K -$119K -462 -15%
SWM
772
Shelton Wealth Management
Texas
$685K +$135K +523 +24%
LA
773
LVW Advisors
New York
$683K +$1.29K +5 +0.2%
PCM
774
Prelude Capital Management
New York
$682K +$682K +2,649 New
MIM
775
Morningstar Investment Management
Illinois
$679K