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Constellation Brands
STZ

Overview Fund Activity

1,184 hedge funds and large institutions have $31.2B invested in Constellation Brands in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 421 increasing their positions, 477 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
-69
Holders Change %
-5.51%
% of All Funds
18.95%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
88
Increased
421
Reduced
477
Closed
133
Calls
$736M
Puts
$720M
Net Calls
+$16.7M
Net Calls Change
+$8.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$895M
2
Capital International Investors
Capital International Investors
California
+$761M
3
Barclays
Barclays
United Kingdom
+$288M
4
Invesco
Invesco
Georgia
+$190M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$130M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
2
AWA
Arete Wealth Advisors
Illinois
-$284M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$178M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$170M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
876
ICW Investment Advisors
Arizona
$289K +$4.97K +22 +2%
NSIM
877
North Star Investment Management
Illinois
$288K +$226 +1 +0.1%
CCG
878
Cypress Capital Group
Florida
$285K -$1.13K -5 -0.4%
KIA
879
Kraematon Investment Advisors
Massachusetts
$282K +$452 +2 +0.2%
IAMOG
880
Investors Asset Management of Georgia
Georgia
$280K -$11.1K -49 -4%
HBT
881
Hills Bank & Trust
Iowa
$280K – – –
GW
882
GW & Wade
Massachusetts
$279K -$677 -3 -0.2%
FWP
883
FAS Wealth Partners
Kansas
$279K – – –
WAOI
884
Wealth Advisors of Iowa
Iowa
$278K – – –
AIP
885
Almanack Investment Partners
Pennsylvania
$274K -$6.55K -29 -2%
BWM
886
Buckley Wealth Management
Nevada
$274K -$2.26K -10 -0.8%
SFS
887
Sowell Financial Services
Arkansas
$273K +$273K +1,209 New
BTW
888
Boston Trust Walden
Massachusetts
$271K – – –
VCG
889
Vantage Consulting Group
Virginia
$271K +$30.9K +137 +13%
SA
890
Syntax Advisors
New York
$271K +$30.9K +137 +13%
AWM
891
Accurate Wealth Management
Florida
$271K -$674 -3 -0.2%
AWA
892
Arkadios Wealth Advisors
Georgia
$270K +$40.2K +178 +17%
AWM
893
Avior Wealth Management
Nebraska
$268K – – –
SC
894
Searle & Co
Connecticut
$264K – – –
V
895
ViaWealth
Kansas
$263K +$226 +1 +0.1%
IAN
896
Integrated Advisors Network
Texas
$262K +$58.5K +259 +29%
CWM
897
Centurion Wealth Management
Virginia
$262K – – –
ETIA
898
Epic Trust Investment Advisors
Washington
$262K -$113K -501 -30%
BOPW
899
Brandywine Oak Private Wealth
Pennsylvania
$261K -$52K -230 -17%
KIA
900
KCM Investment Advisors
California
$258K +$258K +1,143 New
34 35
36
37 38