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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 %
CPIG
851
Chicago Partners Investment Group
Illinois
$481K +$195K +801 +68%
WIA
852
World Investment Advisors
California
$480K +$480K +1,867 New
EWA
853
EverSource Wealth Advisors
Alabama
$478K +$49K +200 +11%
RMCM
854
Reynders McVeigh Capital Management
Massachusetts
$478K +$171K +666 +56%
PA
855
Profund Advisors
Maryland
$478K -$4.12K -16 -0.9%
IP
856
Intellectus Partners
California
$477K -$25.5K -99 -5%
HI
857
Harbour Investments
Wisconsin
$476K +$27.8K +108 +6%
KWM
858
Keebeck Wealth Management
Illinois
$474K – – –
IIM
859
InTrack Investment Management
Vermont
$473K +$32.7K +127 +7%
CFMC
860
Curbstone Financial Management Corp
New Hampshire
$472K -$7.72K -30 -2%
BCP
861
Berkeley Capital Partners
Georgia
$472K -$11.3K -44 -2%
VAS
862
Vestmark Advisory Solutions
Massachusetts
$470K +$772 +3 +0.2%
Parallax Volatility Advisers
863
Parallax Volatility Advisers
California
$469K -$2.81M -10,907 -86%
OWP
864
Obermeyer Wealth Partners
Colorado
$468K -$14.2K -55 -3%
FMLI
865
Fukoku Mutual Life Insurance
Japan
$466K -$41.2K -160 -8%
EI
866
Ellevest Inc
New York
$463K +$29.3K +114 +7%
BCM
867
Bayesian Capital Management
New York
$463K +$463K +1,800 New
MIS
868
Morningstar Investment Services
Illinois
$461K -$3.33K -13 -0.7%
Fisher Asset Management
869
Fisher Asset Management
Washington
$458K +$147K +570 +47%
DIP
870
Davis Investment Partners
North Carolina
$457K – – –
OIS
871
Okabena Investment Services
Minnesota
$455K +$455K +1,770 New
OFG
872
Oxford Financial Group
Indiana
$452K +$84.9K +330 +23%
TSS
873
Two Sigma Securities
New York
$452K +$92.9K +361 +26%
DBRC
874
D.B. Root & Company
Pennsylvania
$448K -$3.35K -13 -0.7%
QWM
875
Quadcap Wealth Management
Texas
$444K +$444K +1,726 New
33 34
35
36 37