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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 %
MWM
776
Meridian Wealth Management
Kentucky
$434K +$13.1K +58 +3%
DI
777
DFPG Investments
Utah
$433K +$23.3K +103 +6%
RFN
778
RDA Financial Network
Iowa
$432K -$5.65K -25 -1%
PL
779
Perpetual Ltd
Australia
$426K +$426K +1,886 New
AS
780
Altshuler Shaham
Israel
$425K -$42.7K -189 -9%
MA
781
MONECO Advisors
Connecticut
$424K +$904 +4 +0.2%
CRIG
782
Charter Research & Investment Group
Connecticut
$423K – – –
MFA
783
Mayflower Financial Advisors
Massachusetts
$423K +$1.36K +6 +0.3%
WA
784
Wealth Advisors
California
$422K -$22.8K -100 -5%
SIM
785
Studio Investment Management
Illinois
$420K +$17.4K +77 +4%
CI
786
Cigna Investments
Connecticut
$420K -$9.27K -41 -2%
Capstone Investment Advisors
787
Capstone Investment Advisors
New York
$418K +$45K +199 +12%
WS
788
Wedbush Securities
California
$418K +$11.3K +50 +3%
EGA
789
E&G Advisors
Texas
$418K – – –
4WM
790
44 Wealth Management
Oregon
$416K – – –
BFA
791
Beaumont Financial Advisors
Massachusetts
$415K -$28.2K -125 -6%
CFMC
792
Curbstone Financial Management Corp
New Hampshire
$414K +$13.1K +58 +3%
LSPW
793
Lake Street Private Wealth
Illinois
$410K -$17.2K -76 -4%
UBV
794
United Bank (Virginia)
Virginia
$407K – – –
JIP
795
Jaffetilchin Investment Partners
Florida
$406K +$226 +1 +0.1%
AWM
796
Axxcess Wealth Management
California
$405K -$32.5K -144 -7%
AI
797
Atom Investors
Texas
$403K +$88.8K +393 +28%
AC
798
ASB Consultores
Florida
$402K -$202K -893 -33%
BCP
799
Berkeley Capital Partners
Georgia
$401K +$21K +93 +6%
LC
800
Lavaca Capital
Texas
$400K – – –
30 31
32
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