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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 %
CSPIA
776
Cary Street Partners Investment Advisory
Virginia
$609K +$149K +550 +33%
RWM
777
Ritholtz Wealth Management
New York
$608K -$47.8K -176 -7%
PFS
778
Prospera Financial Services
Texas
$608K +$1.63K +6 +0.3%
PA
779
Procyon Advisors
Connecticut
$605K +$3.26K +12 +0.5%
SCTC
780
Sanibel Captiva Trust Company
Florida
$603K +$603K +2,218 New
TYCC
781
Texas Yale Capital Corp
Florida
$602K – – –
PMA
782
Prudent Man Advisors
Illinois
$601K -$12.5K -46 -2%
LSAG
783
Lake Street Advisors Group
New Hampshire
$600K -$16.6K -61 -3%
WA
784
WealthTrust Axiom
Pennsylvania
$598K – – –
MS
785
Maven Securities
Jersey
$596K +$170K +627 +40%
SA
786
SpiderRock Advisors
Delaware
$592K +$592K +2,223 New
HCA
787
Harbor Capital Advisors
Illinois
$589K -$42.7K -157 -7%
HL
788
HeadInvest LLC
Maine
$587K +$79.6K +293 +16%
KIA
789
Knollwood Investment Advisory
Maryland
$586K – – –
FCA
790
Fortis Capital Advisors
Kansas
$583K +$583K +2,147 New
BLC
791
Brown, Lisle/Cummings
Rhode Island
$583K – – –
CA
792
CoreCap Advisors
Michigan
$583K +$38.6K +142 +7%
ACM
793
Allred Capital Management
Texas
$582K – – –
SB
794
Strategic Blueprint
Georgia
$582K +$129K +476 +29%
JWM
795
Jupiter Wealth Management
Colorado
$581K +$581K +2,250 New
SWM
796
Shelton Wealth Management
Texas
$581K -$25.8K -95 -4%
GRP
797
Global Retirement Partners
California
$581K +$32.6K +120 +6%
IAIM
798
International Assets Investment Management
Florida
$575K -$48.7K -183 -8%
CAM
799
Cozad Asset Management
Illinois
$575K – – –
CWS
800
Confluence Wealth Services
Pennsylvania
$573K -$23.9K -88 -4%
30 31
32
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