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Constellation Brands

1,249 hedge funds and large institutions have $35.7B invested in Constellation Brands in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 459 increasing their positions, 478 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,249
Holders Change
+25
Holders Change %
+2.04%
% of All Funds
19.91%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.38%
New
116
Increased
459
Reduced
478
Closed
74
Calls
$572M
Puts
$525M
Net Calls
+$46.4M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Shares
Change %
TIA
851
Tiemann Investment Advisors
California
$423K -$7.29K -29 -2%
AC
852
AlphaCore Capital
California
$422K +$75.4K +300 +22%
IA
853
IFG Advisory
Georgia
$422K +$422K +1,678 New
MA
854
Mutual Advisors
Nebraska
$422K +$2.01K +8 +0.5%
OWP
855
Obermeyer Wealth Partners
Colorado
$421K +$3.27K +13 +0.8%
ACA
856
Atlas Capital Advisors
Wyoming
$419K
EF
857
Empowered Funds
Pennsylvania
$417K +$84.9K +338 +26%
AWM
858
Axxcess Wealth Management
California
$413K +$413K +1,645 New
DI
859
DFPG Investments
Utah
$410K -$54.2K -227 -12%
EGA
860
E&G Advisors
Texas
$408K -$50.3K -200 -11%
WSCM
861
Wellington Shields Capital Management
New York
$407K -$641K -2,550 -61%
HWM
862
HB Wealth Management
Georgia
$407K +$82.9K +330 +26%
ST
863
Spinnaker Trust
Maine
$406K
AA
864
Alesco Advisors
New York
$405K -$1.26K -5 -0.3%
VA
865
Vident Advisory
Georgia
$404K +$404K +1,607 New
MFA
866
Mayflower Financial Advisors
Massachusetts
$404K -$68.6K -273 -15%
LF
867
Lee Financial
Texas
$402K
FHA
868
Flagship Harbor Advisors
Massachusetts
$399K +$251 +1 +0.1%
RTC
869
Riverview Trust Company
Washington
$396K
PWMG
870
Prestige Wealth Management Group
New Jersey
$395K +$7.54K +30 +2%
SB
871
Strategic Blueprint
Georgia
$395K +$21.1K +84 +6%
ACS
872
Archford Capital Strategies
Illinois
$394K -$3.52K -14 -0.9%
KWA
873
Kingswood Wealth Advisors
California
$394K -$272K -1,081 -41%
1IA
874
1834 Investment Advisors
Wisconsin
$393K +$54.5K +217 +16%
BFG
875
Berger Financial Group
Minnesota
$392K -$13.1K -52 -3%