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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 %
CHA
801
Cooper/Haims Advisors
New York
$571K – – –
NL
802
Navalign LLC
California
$571K +$19.8K +73 +4%
RPCONE
803
Retirement Planning Company of New England
Rhode Island
$561K -$2.72K -10 -0.5%
Swedbank
804
Swedbank
Sweden
$561K +$561K +2,063 New
ACM
805
Arcataur Capital Management
Wisconsin
$559K – – –
SIG
806
Spinnaker Investment Group
California
$558K +$8.15K +30 +1%
CFGS
807
Concourse Financial Group Securities
Alabama
$555K +$298K +1,098 +116%
WA
808
Wambolt & Associates
Colorado
$555K -$689K -2,590 -55%
NDSI
809
Newman Dignan & Sheerar Inc
Rhode Island
$553K -$76.1K -280 -12%
CRIG
810
Charter Research & Investment Group
Connecticut
$552K +$57.1K +210 +12%
LNWWM
811
Laird Norton Wetherby Wealth Management
California
$551K -$8.43K -31 -2%
TFS
812
Thoroughbred Financial Services
Tennessee
$551K -$382K -1,405 -41%
TCBWMS
813
Texas Capital Bank Wealth Management Services
Texas
$544K -$820K -3,016 -60%
CB
814
Community Bank
New York
$544K – – –
FTWA
815
Fifth Third Wealth Advisors
Ohio
$539K +$80.4K +296 +18%
FMLI
816
Fukoku Mutual Life Insurance
Japan
$535K -$579K -2,130 -52%
CCA
817
Checchi Capital Advisers
California
$535K -$3.81K -14 -0.7%
SC
818
Syon Capital
California
$533K -$514K -1,890 -49%
Man Group
819
Man Group
United Kingdom
$532K -$11.6M -42,616 -96%
SP
820
Symmetry Partners
Connecticut
$531K +$186K +684 +54%
IP
821
Intellectus Partners
California
$531K -$424K -1,559 -44%
WA
822
Wealth Alliance
New York
$526K -$18.7K -69 -3%
IBOK
823
Independence Bank of Kentucky
Kentucky
$526K +$127K +468 +32%
BBHC
824
Brown Brothers Harriman & Co
New York
$523K -$227K -835 -30%
RFN
825
RDA Financial Network
Iowa
$523K +$12K +44 +2%
31 32
33
34 35