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Constellation Brands
STZ

Overview Fund Activity

1,253 hedge funds and large institutions have $31.8B invested in Constellation Brands in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+47
Holders Change %
+3.9%
% of All Funds
20.22%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
155
Increased
447
Reduced
449
Closed
84
Calls
$556M
Puts
$548M
Net Calls
+$8.44M
Net Calls Change
+$209M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$366M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$333M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$312M
4
AWA
Arete Wealth Advisors
Illinois
+$284M
5
Morgan Stanley
Morgan Stanley
New York
+$211M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$581M
2
Amundi
Amundi
France
-$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$200M
4
Marshall Wace
Marshall Wace
United Kingdom
-$79.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
876
Hartford Funds Management
Pennsylvania
$356K +$95.9K +414 +37%
HBW
877
Hazlett, Burt & Watson
West Virginia
$356K -$23.2K -100 -6%
BHWM
878
Bar Harbor Wealth Management
New Hampshire
$356K – – –
NRW
879
Nova R Wealth
Kansas
$355K +$463 +2 +0.1%
MIS
880
Morningstar Investment Services
Illinois
$353K +$5.27K +23 +2%
SS
881
Simplicity Solutions
Minnesota
$351K -$192K -829 -35%
BTI
882
Blue Trust Inc
Georgia
$351K +$242K +1,055 +222%
PWMG
883
Prestige Wealth Management Group
New Jersey
$350K -$193K -834 -36%
PGWM
884
Pitti Group Wealth Management
New York
$349K -$7.88K -34 -2%
RFO
885
RiverGlades Family Offices
Florida
$348K +$348K +1,500 New
ACM
886
Absolute Capital Management
Pennsylvania
$348K +$348K +1,500 New
SIM
887
Sandia Investment Management
Massachusetts
$348K +$348K +1,500 New
OWP
888
Obermeyer Wealth Partners
Colorado
$347K +$98.3K +424 +39%
NFG
889
Nations Financial Group
Iowa
$347K +$347K +1,498 New
VWA
890
Visionary Wealth Advisors
Illinois
$344K +$695 +3 +0.2%
HSWM
891
Hubbell Strickland Wealth Management
Louisiana
$343K +$134K +579 +64%
ALAM
892
Asahi Life Asset Management
Japan
$343K +$343K +1,480 New
PCIA
893
Prime Capital Investment Advisors
Kansas
$339K -$56.5K -244 -14%
CGL
894
Clarius Group LLC
Washington
$339K -$4.64K -20 -1%
SOS
895
Silver Oak Securities
Tennessee
$337K +$337K +1,455 New
GHAM
896
Gilman Hill Asset Management
Connecticut
$335K -$52.6K -227 -14%
RFC
897
Regions Financial Corp
Alabama
$331K -$13.7K -59 -4%
IA
898
IFG Advisory
Georgia
$327K +$327K +1,413 New
PA
899
Probity Advisors
Texas
$327K -$10.2K -44 -3%
Luther King Capital Management (LKCM)
900
Luther King Capital Management (LKCM)
Texas
$324K – – –
34 35
36
37 38