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Constellation Brands
STZ

Overview Fund Activity

1,311 hedge funds and large institutions have $36.8B invested in Constellation Brands in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 495 increasing their positions, 523 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,311
Holders Change
-20
Holders Change %
-1.5%
% of All Funds
18.96%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
94
Increased
495
Reduced
523
Closed
99
Calls
$380M
Puts
$663M
Net Calls
-$283M
Net Calls Change
-$168M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$293M
2
BlackRock
BlackRock
New York
+$184M
3
Morgan Stanley
Morgan Stanley
New York
+$118M
4
Citadel Advisors
Citadel Advisors
Florida
+$108M
5
State Street
State Street
Massachusetts
+$104M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$205M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$130M
3
Capital World Investors
Capital World Investors
California
-$117M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$117M
5
JGC
J. Goldman & Co
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
901
Lion Street Advisors
Texas
$357K +$515 +2 +0.1%
WBC
902
Westpac Banking Corp
Australia
$355K +$217K +843 +157%
NFG
903
Nations Financial Group
Iowa
$352K +$95.4K +370 +37%
FFM
904
Forum Financial Management
Illinois
$350K -$517K -2,005 -60%
WGAM
905
Wilkinson Global Asset Management
New York
$349K -$12.9K -50 -4%
CAGAS
906
Capital Advisory Group Advisory Services
Minnesota
$349K – – –
Fisher Asset Management
907
Fisher Asset Management
Washington
$344K -$114K -442 -25%
AIM
908
Alhambra Investment Management
Florida
$344K – – –
Empower Advisory Group
909
Empower Advisory Group
Colorado
$343K +$26K +101 +8%
ACA
910
Anchor Capital Advisors
Massachusetts
$341K +$24K +93 +8%
AFA
911
AA Financial Advisors
Ohio
$341K – – –
CNTOF
912
Canandaigua National Trust of Florida
New York
$338K +$338K +1,313 New
CAS
913
Coppell Advisory Solutions
Texas
$337K +$54K +209 +19%
IIA
914
ICW Investment Advisors
Arizona
$337K +$8.25K +32 +3%
AIP
915
Almanack Investment Partners
Pennsylvania
$336K +$15.2K +59 +5%
AGAM
916
Audent Global Asset Management
California
$333K -$875K -3,397 -72%
FFN
917
Focus Financial Network
Minnesota
$332K -$22.9K -89 -6%
FTC
918
Farmers Trust Company
Ohio
$331K -$2.06K -8 -0.6%
SBIA
919
Sheaff Brock Investment Advisors
Indiana
$323K -$3.61K -14 -1%
9WM
920
9258 Wealth Management
Ohio
$322K – – –
NSIM
921
North Star Investment Management
Illinois
$322K +$258 +1 +0.1%
ACA
922
Aptus Capital Advisors
Alabama
$321K +$6.7K +26 +2%
HW
923
Hancock Whitney
Mississippi
$321K -$344K -1,335 -52%
HR
924
Hardy Reed
Mississippi
$319K – – –
NF
925
Nikulski Financial
Iowa
$318K -$49K -190 -13%
35 36
37
38 39