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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 %
PA
901
PFG Advisors
Arizona
$256K +$11.5K +51 +5%
SIS
902
Strategic Investment Solutions
Illinois
$256K +$678 +3 +0.3%
CPIG
903
Chicago Partners Investment Group
Illinois
$256K +$256K +1,139 New
VIA
904
Vident Investment Advisory
Georgia
$254K -$436K -1,928 -63%
AT
905
Arvest Trust
Oklahoma
$253K -$12.9K -57 -5%
QCM
906
Quantinno Capital Management
New York
$253K -$190K -837 -43%
CA
907
Calton & Associates
Florida
$252K -$31.6K -140 -11%
MWM
908
Meritas Wealth Management
California
$252K – – –
NC
909
NinePointTwo Capital
California
$251K +$251K +1,113 New
MCM
910
Monarch Capital Management
Indiana
$251K – – –
BWM
911
Baron Wealth Management
Michigan
$251K +$21.2K +94 +9%
SFG
912
Socha Financial Group
New York
$250K +$903 +4 +0.4%
CIA
913
Cladis Investment Advisory
Montana
$250K – – –
PWM
914
Purus Wealth Management
California
$249K +$37.7K +167 +18%
PI
915
PEAK6 Investments
Illinois
$249K +$248K +1,097 +27,425%
SPA
916
Sherbrooke Park Advisers
New York
$248K -$226K -1,000 -48%
WCM
917
Washington Capital Management
Washington
$248K +$248K +1,100 New
SFC
918
Strategic Financial Concepts
Texas
$248K +$248K +1,100 New
GIBU
919
Gulf International Bank (UK)
United Kingdom
$247K – – –
KC
920
Knuff & Co
California
$247K +$7.23K +32 +3%
LG
921
LaFleur & Godfrey
Michigan
$244K -$23.7K -105 -9%
CC
922
Claybrook Capital
Massachusetts
$241K – – –
LCM
923
Lewis Capital Management
California
$240K – – –
SIM
924
Sentry Investment Management
Wisconsin
$240K – – –
DLG
925
Daniel L. Goodwin
$239K – – –
35 36
37
38 39