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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 %
ST
901
Spinnaker Trust
Maine
$373K -$18.1K -75 -5%
XF
902
XML Financial
Maryland
$372K -$2.42K -10 -0.6%
RFO
903
RiverGlades Family Offices
Florida
$371K – – –
DFG
904
Delta Financial Group
New Jersey
$369K +$24.4K +101 +7%
CIA
905
Cladis Investment Advisory
Montana
$366K +$9.67K +40 +3%
SCA
906
Sandy Cove Advisors
Massachusetts
$365K +$1.45K +6 +0.4%
DGAM
907
Desjardins Global Asset Management
Quebec, Canada
$364K +$4.84K +20 +1%
NF
908
Nikulski Financial
Iowa
$363K – – –
BFG
909
Berger Financial Group
Minnesota
$362K -$15.2K -63 -4%
UM
910
UniSuper Management
Australia
$359K +$68.4K +283 +24%
ACS
911
Archford Capital Strategies
Illinois
$357K -$22.7K -94 -6%
VWA
912
Visionary Wealth Advisors
Illinois
$355K -$2.66K -11 -0.7%
IBOK
913
Independence Bank of Kentucky
Kentucky
$354K +$250K +1,036 +241%
VAS
914
Vestmark Advisory Solutions
Massachusetts
$353K +$353K +1,459 New
SOAMC
915
Spirit of America Management Corp
New York
$338K – – –
AFP
916
Ausdal Financial Partners
Iowa
$338K +$3.87K +16 +1%
OFG
917
Oxford Financial Group
Indiana
$334K +$7.25K +30 +2%
SIA
918
Strategic Investment Advisors
Michigan
$334K -$166K -687 -33%
SBIA
919
Sheaff Brock Investment Advisors
Indiana
$332K – – –
CT
920
Chicago Trust
Illinois
$330K -$967 -4 -0.3%
MFP
921
Meridian Financial Partners
Virginia
$330K -$394K -1,553 -54%
HT
922
Headlands Technologies
Illinois
$330K +$330K +1,364 New
CAGAS
923
Capital Advisory Group Advisory Services
Minnesota
$328K -$5.08K -21 -2%
AWM
924
Avior Wealth Management
Nebraska
$328K +$13.3K +55 +4%
GW
925
GW & Wade
Massachusetts
$327K +$29.5K +122 +10%
35 36
37
38 39