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Constellation Brands
STZ

Overview Fund Activity

1,311 hedge funds and large institutions have $36.8B invested in Constellation Brands in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 495 increasing their positions, 523 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,311
Holders Change
-20
Holders Change %
-1.5%
% of All Funds
18.96%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
94
Increased
495
Reduced
523
Closed
99
Calls
$380M
Puts
$663M
Net Calls
-$283M
Net Calls Change
-$168M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$293M
2
BlackRock
BlackRock
New York
+$184M
3
Morgan Stanley
Morgan Stanley
New York
+$118M
4
Citadel Advisors
Citadel Advisors
Florida
+$108M
5
State Street
State Street
Massachusetts
+$104M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$205M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$130M
3
Capital World Investors
Capital World Investors
California
-$117M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$117M
5
JGC
J. Goldman & Co
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
876
Davis Investment Partners
North Carolina
$404K -$45.8K -179 -10%
NRW
877
Nova R Wealth
Kansas
$403K -$5.67K -22 -1%
MA
878
Montag & Associates
Georgia
$399K -$354K -1,374 -47%
SCA
879
Sandy Cove Advisors
Massachusetts
$395K -$515 -2 -0.1%
TIA
880
Tiemann Investment Advisors
California
$394K -$34.8K -135 -8%
IC
881
Inscription Capital
Texas
$394K +$1.29K +5 +0.3%
FMLI
882
Fukoku Mutual Life Insurance
Japan
$391K -$75.2K -292 -16%
MFA
883
Mayflower Financial Advisors
Massachusetts
$391K -$7.73K -30 -2%
RFO
884
RiverGlades Family Offices
Florida
$387K – – –
BWP
885
BSW Wealth Partners
Colorado
$387K -$11.6K -45 -3%
IAMOG
886
Investors Asset Management of Georgia
Georgia
$386K +$70.9K +275 +23%
MA
887
Mutual Advisors
Nebraska
$384K -$4.57K -19 -1%
RSWM
888
Robertson Stephens Wealth Management
California
$383K +$6.44K +25 +2%
CT
889
Chicago Trust
Illinois
$382K +$25.8K +100 +7%
VWA
890
Visionary Wealth Advisors
Illinois
$380K +$1.29K +5 +0.3%
AIA
891
Angeles Investment Advisors
California
$377K -$38.7K -150 -9%
KFS
892
Keynote Financial Services
Connecticut
$375K – – –
FRA
893
Frank Rimerman Advisors
California
$369K -$55.4K -215 -13%
XF
894
XML Financial
Maryland
$368K -$19.3K -75 -5%
ST
895
Spinnaker Trust
Maine
$365K – – –
Luther King Capital Management (LKCM)
896
Luther King Capital Management (LKCM)
Texas
$364K +$40.2K +156 +12%
AA
897
Alesco Advisors
New York
$362K – – –
SOAMC
898
Spirit of America Management Corp
New York
$361K – – –
OFG
899
Oxford Financial Group
Indiana
$358K -$94.3K -366 -21%
AC
900
AlphaCore Capital
California
$358K -$4.9K -19 -1%
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