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Constellation Brands
STZ

Overview Fund Activity

1,311 hedge funds and large institutions have $36.8B invested in Constellation Brands in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 495 increasing their positions, 523 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,311
Holders Change
-20
Holders Change %
-1.5%
% of All Funds
18.96%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
94
Increased
495
Reduced
523
Closed
99
Calls
$380M
Puts
$663M
Net Calls
-$283M
Net Calls Change
-$168M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$293M
2
BlackRock
BlackRock
New York
+$184M
3
Morgan Stanley
Morgan Stanley
New York
+$118M
4
Citadel Advisors
Citadel Advisors
Florida
+$108M
5
State Street
State Street
Massachusetts
+$104M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$205M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$130M
3
Capital World Investors
Capital World Investors
California
-$117M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$117M
5
JGC
J. Goldman & Co
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCONE
801
Retirement Planning Company of New England
Rhode Island
$545K +$60.3K +234 +12%
CWS
802
Confluence Wealth Services
Pennsylvania
$542K -$2.83K -11 -0.5%
CPIG
803
Chicago Partners Investment Group
Illinois
$541K +$63.3K +262 +13%
HL
804
HeadInvest LLC
Maine
$537K – – –
CHA
805
Cooper/Haims Advisors
New York
$529K -$12.9K -50 -2%
EWA
806
EverSource Wealth Advisors
Alabama
$528K +$25K +97 +5%
LSAG
807
Lake Street Advisors Group
New Hampshire
$527K -$258 -1 -0%
EIM
808
Essex Investment Management
Massachusetts
$526K -$44.6K -173 -8%
ACM
809
Arcataur Capital Management
Wisconsin
$523K -$1.03K -4 -0.2%
CCA
810
Checchi Capital Advisers
California
$523K -$1.29K -5 -0.2%
SC
811
Syon Capital
California
$519K +$3.61K +14 +0.7%
BFA
812
Bragg Financial Advisors
North Carolina
$516K – – –
CB
813
Community Bank
New York
$515K – – –
GC
814
Guidance Capital
Kentucky
$508K +$192K +795 +61%
Koshinski Asset Management
815
Koshinski Asset Management
Illinois
$504K -$6.18K -24 -1%
QIM
816
Quantitative Investment Management
Virginia
$503K +$503K +1,954 New
TFA
817
Teamwork Financial Advisors
Texas
$500K -$1.32M -5,120 -73%
BBHC
818
Brown Brothers Harriman & Co
New York
$490K -$5.41K -21 -1%
WPC
819
Wedmont Private Capital
Pennsylvania
$489K +$114K +468 +30%
RWM
820
Ritholtz Wealth Management
New York
$488K -$50.3K -195 -9%
WA
821
WBH Advisory
Maryland
$487K +$3.87K +15 +0.8%
BFA
822
Beaumont Financial Advisors
Massachusetts
$487K -$1.03K -4 -0.2%
AWM
823
Avior Wealth Management
Nebraska
$486K – – –
PA
824
Procyon Advisors
Connecticut
$486K -$10.8K -42 -2%
LB
825
Legacy Bridge
Iowa
$484K – – –
31 32
33
34 35