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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 %
SOAMC
851
Spirit of America Management Corp
New York
$316K – – –
HCM
852
Highlander Capital Management
New Jersey
$316K -$45.1K -200 -13%
DC
853
Diametric Capital
Massachusetts
$316K +$316K +1,397 New
WRM
854
Weybosset Research & Management
Rhode Island
$311K – – –
BBHC
855
Brown Brothers Harriman & Co
New York
$309K +$33.2K +147 +12%
CPC
856
Cookson Peirce & Co
Pennsylvania
$309K -$20.4M -90,499 -99%
SP
857
Symmetry Partners
Connecticut
$309K -$172K -761 -36%
KCM
858
KRS Capital Management
Michigan
$307K +$30.7K +136 +11%
SB
859
Strategic Blueprint
Georgia
$305K +$15.4K +68 +5%
RSWM
860
Robertson Stephens Wealth Management
California
$303K +$26.4K +117 +10%
AFP
861
Ausdal Financial Partners
Iowa
$303K -$6.33K -28 -2%
AIM
862
Alhambra Investment Management
Florida
$302K +$452 +2 +0.1%
FTC
863
Farmers Trust Company
Ohio
$297K – – –
RMCM
864
Reynders McVeigh Capital Management
Massachusetts
$297K – – –
FA
865
FDx Advisors
Illinois
$297K – – –
SVWAG
866
Sound View Wealth Advisors Group
Georgia
$296K +$82.2K +364 +38%
AC
867
AlphaCore Capital
California
$296K +$6.78K +30 +2%
IPW
868
Inlet Private Wealth
Florida
$294K – – –
SOS
869
Silver Oak Securities
Tennessee
$293K -$35.7K -158 -11%
SCM
870
Stevens Capital Management
Pennsylvania
$293K +$293K +1,297 New
CGL
871
Clarius Group LLC
Washington
$293K -$37.3K -165 -11%
NFG
872
Nations Financial Group
Iowa
$291K -$47.2K -209 -14%
HWM
873
HB Wealth Management
Georgia
$291K -$146K -645 -33%
WTC
874
WhitTier Trust Company
Nevada
$291K +$42.2K +187 +17%
ECG
875
Edge Capital Group
Georgia
$291K +$291K +1,287 New
33 34
35
36 37