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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 %
IIM
851
InTrack Investment Management
Vermont
$465K +$465K +1,712 New
BA
852
Bluesphere Advisors
Pennsylvania
$462K – – –
EI
853
Ellevest Inc
New York
$458K +$8.43K +31 +2%
TWP
854
Tempus Wealth Planning
California
$453K -$1.63K -6 -0.4%
Kayne Anderson Rudnick Investment Management
855
Kayne Anderson Rudnick Investment Management
California
$450K +$448K +1,650 +23,571%
AC
856
AlphaCore Capital
California
$449K -$9.78K -36 -2%
MA
857
Mutual Advisors
Nebraska
$449K +$7.34K +27 +2%
EWA
858
EverSource Wealth Advisors
Alabama
$443K +$24.3K +96 +6%
JIP
859
Jaffetilchin Investment Partners
Florida
$443K -$16K -59 -3%
BP
860
BBR Partners
New York
$442K +$442K +1,625 New
TIA
861
Tiemann Investment Advisors
California
$440K +$9.51K +35 +2%
HFM
862
Hartford Funds Management
Pennsylvania
$440K -$37K -136 -8%
AIA
863
Angeles Investment Advisors
California
$438K – – –
AA
864
Alesco Advisors
New York
$438K – – –
LF
865
Lee Financial
Texas
$436K +$1.63K +6 +0.4%
GWSG
866
GPS Wealth Strategies Group
Colorado
$434K -$48.9K -180 -10%
PWMG
867
Prestige Wealth Management Group
New Jersey
$433K +$8.15K +30 +2%
FAIM
868
Financial Advocates Investment Management
Washington
$433K -$45.7K -168 -10%
BIG
869
Brooklyn Investment Group
New York
$430K -$14.4K -54 -3%
RTC
870
Riverview Trust Company
Washington
$429K – – –
PD
871
Planning Directions
Pennsylvania
$427K -$83.4K -307 -16%
LCM
872
Logan Capital Management
Pennsylvania
$426K – – –
AC
873
Armistice Capital
New York
$426K -$34.3M -126,302 -99%
KA
874
Kovack Advisors
Florida
$425K -$19.3K -71 -4%
NRW
875
Nova R Wealth
Kansas
$424K +$163K +600 +63%
33 34
35
36 37