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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 %
IA
801
IFG Advisory
Georgia
$398K +$78.4K +347 +25%
CCA
802
Checchi Capital Advisers
California
$396K -$25.5K -113 -6%
TWP
803
Tempus Wealth Planning
California
$396K +$9.26K +41 +2%
SIA
804
Strategic Investment Advisors
Michigan
$395K +$46.5K +206 +13%
JIC
805
Johnson Investment Counsel
Ohio
$394K -$19.9K -88 -5%
DFG
806
Delta Financial Group
New Jersey
$391K -$16K -71 -4%
APP
807
Avantax Planning Partners
Iowa
$389K -$5.87K -26 -1%
TIA
808
Tiemann Investment Advisors
California
$387K +$11.3K +50 +3%
CMANY
809
Capital Management Associates (New York)
New York
$384K -$745K -3,300 -66%
DIP
810
Davis Investment Partners
North Carolina
$384K – – –
Tudor Investment Corp
811
Tudor Investment Corp
Connecticut
$383K -$74.3K -329 -16%
TF
812
TIAA FSB
Florida
$381K -$22.6K -100 -6%
ACA
813
Atlas Capital Advisors
Wyoming
$377K – – –
OWP
814
Obermeyer Wealth Partners
Colorado
$376K +$34.8K +153 +10%
ST
815
Spinnaker Trust
Maine
$371K -$4.74K -21 -1%
LF
816
Lee Financial
Texas
$370K +$8.81K +39 +2%
MHS
817
M Holdings Securities
Oregon
$370K +$5.42K +24 +1%
BFG
818
Berger Financial Group
Minnesota
$370K -$9.71K -43 -3%
FHA
819
Flagship Harbor Advisors
Massachusetts
$367K +$76.6K +339 +26%
AA
820
Alesco Advisors
New York
$365K -$32.7K -145 -8%
GRP
821
Global Retirement Partners
California
$364K -$22.8K -101 -6%
MA
822
Mutual Advisors
Nebraska
$362K -$1.13K -5 -0.3%
WPW
823
Waldron Private Wealth
Pennsylvania
$359K -$24.6K -109 -6%
BWP
824
BSW Wealth Partners
Colorado
$357K +$357K +1,581 New
RTC
825
Riverview Trust Company
Washington
$356K – – –
31 32
33
34 35