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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 %
KA
826
Kovack Advisors
Florida
$356K +$452 +2 +0.1%
NRW
827
Nova R Wealth
Kansas
$355K +$9.26K +41 +3%
CMI
828
Clare Market Investments
Texas
$354K +$1.13K +5 +0.3%
FFN
829
Focus Financial Network
Minnesota
$353K – – –
SBIA
830
Sheaff Brock Investment Advisors
Indiana
$352K -$11.3K -50 -3%
HFM
831
Hartford Funds Management
Pennsylvania
$351K +$4.07K +18 +1%
FTDI
832
First Trust Direct Indexing
Massachusetts
$351K +$96.7K +428 +38%
SCA
833
Sandy Cove Advisors
Massachusetts
$349K – – –
HBW
834
Hazlett, Burt & Watson
West Virginia
$347K +$452 +2 +0.1%
MIS
835
Morningstar Investment Services
Illinois
$346K +$672 +3 +0.2%
XF
836
XML Financial
Maryland
$346K -$8.81K -39 -2%
NF
837
Nikulski Financial
Iowa
$343K -$24.8K -110 -7%
CT
838
Chicago Trust
Illinois
$343K -$180K -796 -34%
PIMG
839
Patriot Investment Management Group
Tennessee
$343K -$50.6K -224 -13%
RFO
840
RiverGlades Family Offices
Florida
$339K – – –
SIM
841
Sandia Investment Management
Massachusetts
$339K – – –
PGWM
842
Pitti Group Wealth Management
New York
$336K -$3.61K -16 -1%
VWA
843
Visionary Wealth Advisors
Illinois
$335K – – –
CFG
844
Cooper Financial Group
California
$332K +$332K +1,468 New
JWCA
845
J.W. Cole Advisors
Florida
$330K -$23.5K -104 -7%
CUAMC
846
China Universal Asset Management Company
China
$324K +$324K +1,436 New
AWE
847
Avidian Wealth Enterprises
Texas
$323K +$15.6K +69 +5%
RFC
848
Regions Financial Corp
Alabama
$320K -$1.8K -8 -0.6%
CAGAS
849
Capital Advisory Group Advisory Services
Minnesota
$319K +$25.1K +111 +9%
Luther King Capital Management (LKCM)
850
Luther King Capital Management (LKCM)
Texas
$316K – – –
32 33
34
35 36