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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 %
BFA
826
Beaumont Financial Advisors
Massachusetts
$522K +$1.63K +6 +0.3%
VA
827
Vident Advisory
Georgia
$521K +$39.4K +145 +8%
BCP
828
Berkeley Capital Partners
Georgia
$510K +$6.52K +24 +1%
WA
829
WBH Advisory
Maryland
$510K -$2.99K -11 -0.6%
NF
830
Nvest Financial
New Hampshire
$509K -$57.9K -213 -10%
ACM
831
Armbruster Capital Management
New York
$509K – – –
OWP
832
Obermeyer Wealth Partners
Colorado
$509K +$16.8K +62 +3%
PA
833
Profund Advisors
Maryland
$509K -$94.3K -347 -16%
LB
834
Legacy Bridge
Iowa
$507K -$27.2K -100 -5%
CFMC
835
Curbstone Financial Management Corp
New Hampshire
$507K – – –
KWM
836
Keebeck Wealth Management
Illinois
$501K -$15.5K -57 -3%
IC
837
Inscription Capital
Texas
$496K +$208K +765 +72%
VAS
838
Vestmark Advisory Solutions
Massachusetts
$495K +$98.9K +364 +25%
MIS
839
Morningstar Investment Services
Illinois
$494K -$436K -1,601 -47%
XT
840
XTX Topco
Cayman Islands
$482K -$361K -1,329 -43%
DBRC
841
D.B. Root & Company
Pennsylvania
$477K +$477K +1,756 New
JWCA
842
J.W. Cole Advisors
Florida
$476K +$17.7K +65 +4%
HWM
843
HB Wealth Management
Georgia
$475K +$45.1K +166 +10%
SC
844
Scholtz & Company
Connecticut
$474K +$474K +1,743 New
HI
845
Harbour Investments
Wisconsin
$473K +$16K +59 +4%
AIP
846
Ameritas Investment Partners
Nebraska
$473K -$15.2K -56 -3%
DAS
847
Diversify Advisory Services
Utah
$471K +$471K +1,771 New
CI
848
Cigna Investments
Connecticut
$468K – – –
DIP
849
Davis Investment Partners
North Carolina
$466K – – –
IIC
850
Ironwood Investment Counsel
Arizona
$466K -$64.7K -238 -12%
32 33
34
35 36