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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 %
SOAMC
901
Spirit of America Management Corp
New York
$324K +$46.4K +200 +17%
SG Americas Securities
902
SG Americas Securities
New York
$324K -$2.07M -8,946 -86%
AI
903
Atom Investors
Texas
$322K +$322K +1,389 New
BOPW
904
Brandywine Oak Private Wealth
Pennsylvania
$321K – – –
WRM
905
Weybosset Research & Management
Rhode Island
$319K – – –
AFP
906
Ausdal Financial Partners
Iowa
$317K -$13K -56 -4%
AWE
907
Avidian Wealth Enterprises
Texas
$315K +$315K +1,361 New
AIM
908
Alhambra Investment Management
Florida
$309K – – –
RMCM
909
Reynders McVeigh Capital Management
Massachusetts
$305K – – –
FTC
910
Farmers Trust Company
Ohio
$305K +$20.9K +90 +7%
ACM
911
Acrisure Capital Management
Texas
$303K +$303K +1,309 New
CAGAS
912
Capital Advisory Group Advisory Services
Minnesota
$302K +$9.97K +43 +3%
IPW
913
Inlet Private Wealth
Florida
$302K +$302K +1,301 New
IAMOG
914
Investors Asset Management of Georgia
Georgia
$299K +$11.6K +50 +4%
FHA
915
Flagship Harbor Advisors
Massachusetts
$297K +$7.41K +32 +3%
CA
916
Claro Advisors
Massachusetts
$297K -$17.6K -76 -6%
SB
917
Strategic Blueprint
Georgia
$297K +$3.24K +14 +1%
FA
918
FDx Advisors
Illinois
$297K -$1.39K -6 -0.5%
AC
919
AlphaCore Capital
California
$297K +$55.6K +240 +23%
NSIM
920
North Star Investment Management
Illinois
$295K +$1.62K +7 +0.6%
CCG
921
Cypress Capital Group
Florida
$294K +$294K +1,267 New
OTL
922
Oak Thistle LLC
New York
$292K +$292K +1,258 New
IIA
923
ICW Investment Advisors
Arizona
$291K +$2.78K +12 +1%
CA
924
Calton & Associates
Florida
$291K +$22.9K +99 +9%
KIA
925
Kraematon Investment Advisors
Massachusetts
$289K +$232 +1 +0.1%
35 36
37
38 39