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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 %
CFMC
851
Curbstone Financial Management Corp
New Hampshire
$451K +$7.25K +30 +2%
BCP
852
Berkeley Capital Partners
Georgia
$448K +$7.98K +33 +2%
PI
853
PGGM Investments
Netherlands
$444K +$173K +717 +64%
CRIG
854
Charter Research & Investment Group
Connecticut
$440K -$12.1K -50 -3%
OWP
855
Obermeyer Wealth Partners
Colorado
$438K +$32.6K +135 +8%
UBV
856
United Bank (Virginia)
Virginia
$435K – – –
AIP
857
Ameritas Investment Partners
Nebraska
$434K -$16K -66 -4%
MA
858
MONECO Advisors
Connecticut
$433K +$967 +4 +0.2%
TCM
859
Tufton Capital Management
Maryland
$431K +$15.2K +63 +4%
GWSG
860
GPS Wealth Strategies Group
Colorado
$430K – – –
VA
861
Vident Advisory
Georgia
$429K +$40.1K +166 +10%
DIP
862
Davis Investment Partners
North Carolina
$426K – – –
FAIM
863
Financial Advocates Investment Management
Washington
$426K -$12.3K -51 -3%
HFM
864
Hartford Funds Management
Pennsylvania
$424K -$109K -452 -20%
LSPW
865
Lake Street Private Wealth
Illinois
$424K -$16K -66 -4%
IF
866
IRON Financial
Illinois
$423K -$22K -91 -5%
DI
867
DFPG Investments
Utah
$422K +$7.97K +33 +2%
AF
868
Arrow Financial
New York
$417K -$87.3K -361 -17%
CI
869
Cigna Investments
Connecticut
$417K – – –
PS
870
Principal Securities
Iowa
$414K +$414K +1,711 New
BA
871
Bluesphere Advisors
Pennsylvania
$411K +$411K +1,700 New
CSPIA
872
Cary Street Partners Investment Advisory
Virginia
$409K +$238K +984 +139%
AC
873
AlphaCore Capital
California
$408K +$2.18K +9 +0.5%
JIP
874
Jaffetilchin Investment Partners
Florida
$408K -$12.6K -52 -3%
FTWA
875
Fifth Third Wealth Advisors
Ohio
$408K -$18.9K -78 -4%
33 34
35
36 37