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Constellation Brands
STZ

Overview Fund Activity

1,220 hedge funds and large institutions have $33.8B invested in Constellation Brands in 2021 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 453 increasing their positions, 386 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,220
Holders Change
+99
Holders Change %
+8.83%
% of All Funds
18.84%
Holding in Top 10
20
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+53.85%
% of All Funds
0.31%
New
200
Increased
453
Reduced
386
Closed
85
Calls
$461M
Puts
$542M
Net Calls
-$80.7M
Net Calls Change
-$25.1M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$939M
2
Capital World Investors
Capital World Investors
California
+$494M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$237M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$184M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$180M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$354M
2
Invesco
Invesco
Georgia
-$169M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$164M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$146M
5
Norges Bank
Norges Bank
Norway
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
926
Moseley Investment Management
Florida
$284K -$24.6K -98 -8%
KCM
927
KRS Capital Management
Michigan
$283K +$283K +1,128 New
OWP
928
Obermeyer Wealth Partners
Colorado
$282K – – –
EN1L
929
Engine No 1 LLC
California
$282K +$282K +1,125 New
QPW
930
Quantum Private Wealth
Florida
$282K +$282K +1,125 New
3LCM
931
3D/L Capital Management
Connecticut
$281K +$753 +3 +0.3%
SCM
932
Shelton Capital Management
Colorado
$278K – – –
BIA
933
Barry Investment Advisors
Massachusetts
$277K -$1.26K -5 -0.5%
PCA
934
Personal Capital Advisors
California
$277K +$277K +1,157 New
GIBU
935
Gulf International Bank (UK)
United Kingdom
$274K -$75.1K -300 -22%
SFG
936
Socha Financial Group
New York
$274K +$274K +1,090 New
AI
937
AXS Investments
New York
$273K +$273K +1,087 New
FAG
938
Fortitude Advisory Group
Washington
$270K +$270K +1,555 New
TA
939
Tectonic Advisors
Texas
$267K +$267K +1,065 New
NAM
940
NorthCrest Asset Manangement
Minnesota
$267K +$267K +1,065 New
AWE
941
Avidian Wealth Enterprises
Texas
$266K +$266K +1,058 New
GIA
942
Gladstone Institutional Advisory
Florida
$266K +$266K +1,060 New
KC
943
Knuff & Co
California
$265K +$5.01K +20 +2%
SWM
944
Shelton Wealth Management
Texas
$265K +$265K +1,056 New
CA
945
Callahan Advisors
Texas
$263K -$4.76K -19 -2%
WG
946
Welch Group
Alabama
$261K – – –
AF
947
Allworth Financial
California
$259K -$3.01K -12 -1%
WAOI
948
Wealth Advisors of Iowa
Iowa
$259K – – –
MIS
949
Morningstar Investment Services
Illinois
$258K -$3.66M -14,580 -93%
TSW
950
Thompson Siegel & Walmsley
Virginia
$258K – – –
36 37
38
39 40