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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 %
ACM
826
Arcataur Capital Management
Wisconsin
$497K +$7.98K +33 +2%
DC
827
Diametric Capital
Massachusetts
$493K +$11.6K +48 +2%
NL
828
Navalign LLC
California
$490K -$7.98K -33 -2%
TCM
829
Tributary Capital Management
Nebraska
$490K -$12.1K -50 -2%
SIG
830
Spinnaker Investment Group
California
$489K – – –
RGF
831
Retirement Guys Formula
Ohio
$486K -$1.21K -5 -0.2%
WA
832
Wealth Alliance
New York
$485K -$31.7K -131 -6%
CA
833
CoreCap Advisors
Michigan
$484K +$128K +528 +36%
CB
834
Community Bank
New York
$484K – – –
CCA
835
Checchi Capital Advisers
California
$479K +$55.4K +229 +13%
LB
836
Legacy Bridge
Iowa
$475K – – –
HIA
837
Harbor Investment Advisory
Maryland
$472K -$483 -2 -0.1%
IIC
838
Ironwood Investment Counsel
Arizona
$472K -$17.7K -73 -4%
EF
839
Empowered Funds
Pennsylvania
$469K +$67.7K +280 +17%
CBT
840
Central Bank & Trust
Kentucky
$465K +$168K +694 +57%
BFA
841
Beaumont Financial Advisors
Massachusetts
$463K -$2.42K -10 -0.5%
KWM
842
Keebeck Wealth Management
Illinois
$459K – – –
ARC
843
Advisor Resource Council
Texas
$458K +$458K +1,893 New
MWM
844
Meridian Wealth Management
Kentucky
$457K +$34.6K +143 +8%
WA
845
WBH Advisory
Maryland
$456K -$30.2K -125 -6%
TPI
846
Trust Point Inc
Wisconsin
$454K +$454K +1,880 New
RFN
847
RDA Financial Network
Iowa
$454K -$56.8K -235 -11%
PD
848
Planning Directions
Pennsylvania
$454K -$112K -463 -20%
ACM
849
Armbruster Capital Management
New York
$453K -$14.5K -60 -3%
HL
850
HeadInvest LLC
Maine
$451K +$223K +924 +98%
32 33
34
35 36