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Constellation Brands
STZ

Overview Fund Activity

1,253 hedge funds and large institutions have $31.8B invested in Constellation Brands in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+47
Holders Change %
+3.9%
% of All Funds
20.22%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
155
Increased
447
Reduced
449
Closed
84
Calls
$556M
Puts
$548M
Net Calls
+$8.44M
Net Calls Change
+$209M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$366M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$333M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$312M
4
AWA
Arete Wealth Advisors
Illinois
+$284M
5
Morgan Stanley
Morgan Stanley
New York
+$211M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$581M
2
Amundi
Amundi
France
-$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$200M
4
Marshall Wace
Marshall Wace
United Kingdom
-$79.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
801
Quantinno Capital Management
New York
$453K -$1.09M -4,690 -71%
KLC
802
Knowledge Leaders Capital
Colorado
$452K +$695 +3 +0.2%
WA
803
Wealth Advisors
California
$452K -$348K -1,500 -43%
NF
804
Nvest Financial
New Hampshire
$452K +$927 +4 +0.2%
RGF
805
Retirement Guys Formula
Ohio
$451K +$67.7K +292 +18%
RFN
806
RDA Financial Network
Iowa
$449K -$17.6K -76 -4%
AWM
807
Axxcess Wealth Management
California
$449K +$449K +1,938 New
ACM
808
Armbruster Capital Management
New York
$448K – – –
HWM
809
HB Wealth Management
Georgia
$448K +$201K +866 +81%
GAMA
810
Graticule Asia Macro Advisors
New York
$446K +$446K +1,924 New
CI
811
Cigna Investments
Connecticut
$440K – – –
AIP
812
Ameritas Investment Partners
Nebraska
$439K – – –
UCFA
813
United Capital Financial Advisors
Texas
$439K +$105K +452 +31%
LSPW
814
Lake Street Private Wealth
Illinois
$439K +$45.2K +195 +11%
MA
815
MONECO Advisors
Connecticut
$435K -$22.9K -99 -5%
CRIG
816
Charter Research & Investment Group
Connecticut
$434K -$7.88K -34 -2%
CCA
817
Checchi Capital Advisers
California
$433K -$29.9K -129 -6%
BMCM
818
Burns Matteson Capital Management
New York
$433K -$3.71K -16 -0.8%
MWM
819
Meridian Wealth Management
Kentucky
$432K +$22.5K +97 +5%
MFA
820
Mayflower Financial Advisors
Massachusetts
$432K -$1.16K -5 -0.3%
GWM
821
GSB Wealth Management
Connecticut
$429K -$11.4K -49 -3%
EGA
822
E&G Advisors
Texas
$429K – – –
HI
823
Harbour Investments
Wisconsin
$429K -$36.1K -156 -8%
4WM
824
44 Wealth Management
Oregon
$427K -$101K -434 -19%
XSC
825
X-Square Capital
Puerto Rico
$426K +$926 +4 +0.2%
31 32
33
34 35