STZ icon

Constellation Brands
STZ

Overview Fund Activity

1,331 hedge funds and large institutions have $37.5B invested in Constellation Brands in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 533 increasing their positions, 463 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
19.36%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.17%
New
123
Increased
533
Reduced
463
Closed
83
Calls
$360M
Puts
$475M
Net Calls
-$115M
Net Calls Change
-$63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$480M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$379M
3
Capital World Investors
Capital World Investors
California
+$217M
4
JGC
J. Goldman & Co
New York
+$111M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.4M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$184M
2
Invesco
Invesco
Georgia
-$149M
3
EIM
Elliott Investment Management
Florida
-$138M
4
JCM
Junto Capital Management
New York
-$130M
5
Barclays
Barclays
United Kingdom
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
901
Merit Financial Group
Georgia
$399K +$112K +435 +39%
MA
902
Mutual Advisors
Nebraska
$398K -$8.62K -35 -2%
MFA
903
Mayflower Financial Advisors
Massachusetts
$398K +$2.32K +9 +0.6%
BWP
904
BSW Wealth Partners
Colorado
$397K +$40.1K +156 +11%
PA
905
PFG Advisors
Arizona
$395K +$83.4K +324 +27%
SCA
906
Sandy Cove Advisors
Massachusetts
$395K +$1.03K +4 +0.3%
AWM
907
AE Wealth Management
Kansas
$394K +$36.5K +142 +10%
SC
908
Savant Capital
Illinois
$393K -$322K -1,250 -45%
IC
909
Inscription Capital
Texas
$392K -$77.2K -300 -16%
PWMG
910
Prestige Wealth Management Group
New Jersey
$391K -$19K -74 -5%
XF
911
XML Financial
Maryland
$387K -$10.3K -40 -3%
RFO
912
RiverGlades Family Offices
Florida
$386K – – –
SC
913
Saiph Capital
New Jersey
$385K +$53.5K +208 +16%
JIC
914
Johnson Investment Counsel
Ohio
$381K -$5.66K -22 -1%
AWA
915
Arkadios Wealth Advisors
Georgia
$380K +$50.4K +196 +15%
VWA
916
Visionary Wealth Advisors
Illinois
$379K -$9.52K -37 -2%
RSWM
917
Robertson Stephens Wealth Management
California
$376K +$43.2K +168 +13%
KFS
918
Keynote Financial Services
Connecticut
$375K – – –
MHS
919
M Holdings Securities
Oregon
$371K +$371K +1,443 New
1IA
920
1834 Investment Advisors
Wisconsin
$370K +$66.6K +259 +22%
AWM
921
Aviso Wealth Management
Washington
$370K – – –
NF
922
Nikulski Financial
Iowa
$367K -$19.3K -75 -5%
ST
923
Spinnaker Trust
Maine
$365K – – –
ACM
924
Armbruster Capital Management
New York
$363K -$119K -464 -25%
AC
925
AlphaCore Capital
California
$363K -$62.8K -244 -15%
35 36
37
38 39