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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 %
RVPG
826
Relative Value Partners Group
$532K +$532K +2,067 New
CAM
827
Cozad Asset Management
Illinois
$529K -$15.4K -60 -3%
LSAG
828
Lake Street Advisors Group
New Hampshire
$527K -$41.4K -161 -7%
ACM
829
Arcataur Capital Management
Wisconsin
$524K -$5.66K -22 -1%
CCA
830
Checchi Capital Advisers
California
$523K +$17K +66 +3%
Tudor Investment Corp
831
Tudor Investment Corp
Connecticut
$519K +$519K +2,019 New
ACA
832
Atlas Capital Advisors
Wyoming
$519K -$64.3K -250 -11%
BFA
833
Bragg Financial Advisors
North Carolina
$516K -$80K -311 -13%
WCM
834
Washington Capital Management
Washington
$515K -$116K -450 -18%
CB
835
Community Bank
New York
$515K – – –
SC
836
Syon Capital
California
$514K +$10K +39 +2%
CFGS
837
Concourse Financial Group Securities
Alabama
$514K -$11.8K -46 -2%
NDSI
838
Newman Dignan & Sheerar Inc
Rhode Island
$508K -$15.2K -59 -3%
LNWWM
839
Laird Norton Wetherby Wealth Management
California
$505K -$16.7K -65 -3%
SB
840
Strategic Blueprint
Georgia
$503K -$47.6K -185 -9%
Koshinski Asset Management
841
Koshinski Asset Management
Illinois
$499K +$220K +871 +79%
PA
842
Procyon Advisors
Connecticut
$496K -$77.2K -300 -13%
BBHC
843
Brown Brothers Harriman & Co
New York
$495K – – –
BFA
844
Beaumont Financial Advisors
Massachusetts
$487K -$6.95K -27 -1%
AWM
845
Avior Wealth Management
Nebraska
$485K +$105K +410 +28%
RPCONE
846
Retirement Planning Company of New England
Rhode Island
$484K -$47.1K -183 -9%
RFN
847
RDA Financial Network
Iowa
$484K -$11.1K -43 -2%
LB
848
Legacy Bridge
Iowa
$483K +$2.83K +11 +0.6%
WA
849
WBH Advisory
Maryland
$483K – – –
NF
850
Nvest Financial
New Hampshire
$482K -$514 -2 -0.1%
32 33
34
35 36