STZ icon

Constellation Brands
STZ

Overview Fund Activity

1,292 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 496 increasing their positions, 457 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,292
Holders Change
+43
Holders Change %
+3.44%
% of All Funds
18.94%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
146
Increased
496
Reduced
457
Closed
87
Calls
$584M
Puts
$473M
Net Calls
+$111M
Net Calls Change
+$64.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.08B
2
SC
Sculptor Capital
New York
+$242M
3
Marshall Wace
Marshall Wace
United Kingdom
+$208M
4
Citadel Advisors
Citadel Advisors
Florida
+$182M
5
Boston Partners
Boston Partners
Massachusetts
+$156M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$842M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$221M
3
Capital International Investors
Capital International Investors
California
-$153M
4
Holocene Advisors
Holocene Advisors
New York
-$151M
5
PF
Phoenix Financial
Israel
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
801
Prospera Financial Services
Texas
$539K +$27.3K +113 +5%
FTDI
802
First Trust Direct Indexing
Massachusetts
$539K +$97.9K +405 +22%
PA
803
Profund Advisors
Maryland
$537K +$79.5K +329 +17%
PA
804
Procyon Advisors
Connecticut
$536K -$13.1K -54 -2%
TYCC
805
Texas Yale Capital Corp
Florida
$535K – – –
SWA
806
Stratos Wealth Advisors
Ohio
$533K +$18.6K +77 +4%
WA
807
WealthTrust Axiom
Pennsylvania
$532K – – –
LWM
808
Laidlaw Wealth Management
New York
$531K -$33.8K -140 -6%
CWS
809
Confluence Wealth Services
Pennsylvania
$531K +$14.5K +60 +3%
HI
810
Horizon Investments
North Carolina
$528K -$21.9K -91 -4%
JIC
811
Johnson Investment Counsel
Ohio
$523K -$89K -368 -15%
KIA
812
Knollwood Investment Advisory
Maryland
$522K +$522K +2,158 New
STA
813
Summit Trail Advisors
New York
$520K +$28K +116 +6%
BLC
814
Brown, Lisle/Cummings
Rhode Island
$519K – – –
ACM
815
Allred Capital Management
Texas
$518K +$725 +3 +0.1%
GRP
816
Global Retirement Partners
California
$516K +$13.3K +52 +3%
NIM
817
NEOS Investment Management
Connecticut
$514K +$151K +625 +42%
CAM
818
Cozad Asset Management
Illinois
$511K -$4.35K -18 -0.8%
CHA
819
Cooper/Haims Advisors
New York
$508K +$242 +1 +0%
LP
820
LMR Partners
United Kingdom
$508K +$508K +2,101 New
GT
821
Glenmede Trust
Pennsylvania
$507K -$25.9K -107 -5%
NF
822
Nvest Financial
New Hampshire
$504K -$14.5K -60 -3%
DL
823
DOHJ LLC
Washington
$503K +$503K +2,080 New
RPCONE
824
Retirement Planning Company of New England
Rhode Island
$501K +$53.9K +223 +12%
LNWWM
825
Laird Norton Wetherby Wealth Management
California
$498K -$30K -124 -6%
31 32
33
34 35