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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 %
XF
876
XML Financial
Maryland
$420K +$1.36K +5 +0.3%
MFA
877
Mayflower Financial Advisors
Massachusetts
$418K -$11.4K -42 -3%
SCA
878
Sandy Cove Advisors
Massachusetts
$416K +$5.44K +20 +1%
CIA
879
Cladis Investment Advisory
Montana
$415K +$2.72K +10 +0.7%
VWA
880
Visionary Wealth Advisors
Illinois
$410K +$10.6K +39 +3%
FHA
881
Flagship Harbor Advisors
Massachusetts
$409K -$10.6K -39 -3%
JIC
882
Johnson Investment Counsel
Ohio
$408K -$180K -663 -31%
NF
883
Nikulski Financial
Iowa
$408K – – –
BTW
884
Boston Trust Walden
Massachusetts
$408K +$81.5K +300 +25%
AF
885
Arrow Financial
New York
$407K -$62.2K -229 -13%
AWM
886
Avior Wealth Management
Nebraska
$401K +$32.9K +121 +9%
LSPW
887
Lake Street Private Wealth
Illinois
$401K -$76.1K -280 -16%
KFS
888
Keynote Financial Services
Connecticut
$396K +$396K +1,457 New
TCM
889
Tributary Capital Management
Nebraska
$396K -$155K -569 -28%
DC
890
Diametric Capital
Massachusetts
$395K -$160K -589 -29%
RFO
891
RiverGlades Family Offices
Florida
$391K – – –
AWM
892
Aviso Wealth Management
Washington
$391K +$73.7K +271 +23%
DFG
893
Delta Financial Group
New Jersey
$389K -$25.8K -95 -6%
OFG
894
Oxford Financial Group
Indiana
$388K +$12.2K +45 +3%
ST
895
Spinnaker Trust
Maine
$385K -$33.7K -124 -8%
WGAM
896
Wilkinson Global Asset Management
New York
$382K -$245K -900 -39%
SOAMC
897
Spirit of America Management Corp
New York
$380K – – –
P
898
Pitcairn
Pennsylvania
$380K -$557K -2,051 -59%
TSS
899
Two Sigma Securities
New York
$379K +$379K +1,395 New
Axa
900
Axa
France
$378K +$114K +418 +43%
34 35
36
37 38