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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 %
JWCA
876
J.W. Cole Advisors
Florida
$408K -$15.5K -64 -4%
HI
877
Harbour Investments
Wisconsin
$407K +$122K +504 +43%
TWP
878
Tempus Wealth Planning
California
$404K -$29.7K -123 -7%
BIG
879
Brooklyn Investment Group
New York
$404K +$404K +1,670 New
ACA
880
Atlas Capital Advisors
Wyoming
$403K – – –
SB
881
Strategic Blueprint
Georgia
$402K +$22.5K +93 +6%
EI
882
Ellevest Inc
New York
$400K -$28.3K -117 -7%
EWA
883
EverSource Wealth Advisors
Alabama
$400K +$57.5K +238 +17%
KA
884
Kovack Advisors
Florida
$396K -$53.7K -222 -12%
MA
885
Mutual Advisors
Nebraska
$393K -$12.8K -53 -3%
AIA
886
Angeles Investment Advisors
California
$390K +$390K +1,613 New
AA
887
Alesco Advisors
New York
$389K – – –
LF
888
Lee Financial
Texas
$387K – – –
CA
889
Cresta Advisors
Texas
$387K +$387K +1,600 New
BI
890
Ballast Inc
Kentucky
$387K -$44.2K -183 -10%
TIA
891
Tiemann Investment Advisors
California
$383K -$24.2K -100 -6%
HWM
892
HB Wealth Management
Georgia
$382K -$9.19K -38 -2%
MFA
893
Mayflower Financial Advisors
Massachusetts
$382K -$6.53K -27 -2%
RTC
894
Riverview Trust Company
Washington
$381K – – –
LCM
895
Logan Capital Management
Pennsylvania
$379K -$128K -529 -25%
BWP
896
BSW Wealth Partners
Colorado
$379K -$32.2K -133 -8%
MS
897
Maven Securities
Jersey
$379K +$379K +1,566 New
PWMG
898
Prestige Wealth Management Group
New Jersey
$378K -$1.93K -8 -0.5%
FHA
899
Flagship Harbor Advisors
Massachusetts
$374K -$10.2K -42 -3%
CRC
900
Curi RMB Capital
Illinois
$373K +$46.9K +194 +14%
34 35
36
37 38