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Constellation Brands
STZ

Overview Fund Activity

1,331 hedge funds and large institutions have $37.5B invested in Constellation Brands in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 533 increasing their positions, 463 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
19.36%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.17%
New
123
Increased
533
Reduced
463
Closed
83
Calls
$360M
Puts
$475M
Net Calls
-$115M
Net Calls Change
-$63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$480M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$379M
3
Capital World Investors
Capital World Investors
California
+$217M
4
JGC
J. Goldman & Co
New York
+$111M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.4M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$184M
2
Invesco
Invesco
Georgia
-$149M
3
EIM
Elliott Investment Management
Florida
-$138M
4
JCM
Junto Capital Management
New York
-$130M
5
Barclays
Barclays
United Kingdom
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRIG
801
Charter Research & Investment Group
Connecticut
$609K +$86.2K +335 +16%
AIM
802
Athena Investment Management
California
$607K -$1.03K -4 -0.2%
WS
803
Wedbush Securities
California
$602K -$48.9K -190 -8%
AS
804
Altshuler Shaham
Israel
$600K -$3.86K -15 -0.6%
Nomura Holdings
805
Nomura Holdings
Japan
$600K +$269K +1,047 +81%
PNC
806
Park National Corp
Ohio
$599K +$4.63K +18 +0.8%
SC
807
Sapient Capital
Indiana
$593K +$1.54K +6 +0.3%
PMA
808
Prudent Man Advisors
Illinois
$590K +$21.1K +82 +4%
SDWIA
809
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$581K – – –
HI
810
Horizon Investments
North Carolina
$571K -$34.7K -135 -6%
NL
811
Navalign LLC
California
$570K +$29.6K +115 +5%
EIM
812
Essex Investment Management
Massachusetts
$570K -$352K -1,367 -38%
TYCC
813
Texas Yale Capital Corp
Florida
$570K – – –
WA
814
WealthTrust Axiom
Pennsylvania
$566K – – –
HCA
815
Harbor Capital Advisors
Illinois
$560K +$2.57K +10 +0.5%
ACM
816
Allred Capital Management
Texas
$553K +$1.29K +5 +0.2%
Axa
817
Axa
France
$552K +$194K +754 +54%
IAIM
818
International Assets Investment Management
Florida
$552K -$4.12K -16 -0.7%
BLC
819
Brown, Lisle/Cummings
Rhode Island
$552K – – –
JWM
820
Jupiter Wealth Management
Colorado
$552K – – –
CWS
821
Confluence Wealth Services
Pennsylvania
$544K +$1.8K +7 +0.3%
CHA
822
Cooper/Haims Advisors
New York
$541K – – –
RWM
823
Ritholtz Wealth Management
New York
$537K -$38.3K -149 -7%
HL
824
HeadInvest LLC
Maine
$536K -$19.6K -76 -4%
LSPW
825
Lake Street Private Wealth
Illinois
$532K +$153K +593 +40%
31 32
33
34 35