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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 %
BWP
901
BSW Wealth Partners
Colorado
$378K -$48.4K -178 -11%
AWM
902
AE Wealth Management
Kansas
$377K -$2.22M -8,169 -85%
AFP
903
Ausdal Financial Partners
Iowa
$374K -$6.25K -23 -2%
CT
904
Chicago Trust
Illinois
$371K – – –
CAGAS
905
Capital Advisory Group Advisory Services
Minnesota
$368K -$815 -3 -0.2%
AIM
906
Alhambra Investment Management
Florida
$363K -$272 -1 -0.1%
AA
907
ALPS Advisors
Colorado
$361K +$361K +1,330 New
FTC
908
Farmers Trust Company
Ohio
$358K +$31K +114 +9%
WPC
909
Wedmont Private Capital
Pennsylvania
$357K +$47.1K +179 +15%
S
910
SignatureFD
Georgia
$352K +$47.8K +176 +16%
RSWM
911
Robertson Stephens Wealth Management
California
$352K +$25.5K +94 +8%
RFC
912
Regions Financial Corp
Alabama
$351K -$5.98K -22 -2%
MC
913
Maverick Capital
Texas
$351K -$92.5M -340,200 -100%
CRC
914
Curi RMB Capital
Illinois
$350K -$69K -254 -16%
SC
915
Saiph Capital
New Jersey
$350K +$350K +1,287 New
Nomura Holdings
916
Nomura Holdings
Japan
$349K -$5.65M -20,772 -94%
AWA
917
Arkadios Wealth Advisors
Georgia
$347K +$3.8K +14 +1%
NSIM
918
North Star Investment Management
Illinois
$347K +$272 +1 +0.1%
SBIA
919
Sheaff Brock Investment Advisors
Indiana
$346K -$26.9K -99 -7%
IIA
920
ICW Investment Advisors
Arizona
$346K +$272 +1 +0.1%
CM
921
Capula Management
Cayman Islands
$346K +$346K +1,274 New
SIA
922
Strategic Investment Advisors
Michigan
$344K -$31.2K -115 -8%
CBT
923
Central Bank & Trust
Kentucky
$343K -$179K -658 -34%
TPI
924
Trust Point Inc
Wisconsin
$340K -$171K -629 -33%
SWM
925
Silverlake Wealth Management
Vermont
$339K -$815 -3 -0.2%
35 36
37
38 39