STZ icon

Constellation Brands
STZ

Overview Fund Activity

1,253 hedge funds and large institutions have $31.8B invested in Constellation Brands in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+47
Holders Change %
+3.9%
% of All Funds
20.22%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
155
Increased
447
Reduced
449
Closed
84
Calls
$556M
Puts
$548M
Net Calls
+$8.44M
Net Calls Change
+$209M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$366M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$333M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$312M
4
AWA
Arete Wealth Advisors
Illinois
+$284M
5
Morgan Stanley
Morgan Stanley
New York
+$211M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$581M
2
Amundi
Amundi
France
-$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$200M
4
Marshall Wace
Marshall Wace
United Kingdom
-$79.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
926
Almanack Investment Partners
Pennsylvania
$288K +$288K +1,243 New
HBT
927
Hills Bank & Trust
Iowa
$287K – – –
GW
928
GW & Wade
Massachusetts
$287K +$20.2K +87 +8%
FWP
929
FAS Wealth Partners
Kansas
$286K – – –
WAOI
930
Wealth Advisors of Iowa
Iowa
$285K – – –
CWM
931
CCG Wealth Management
California
$285K +$9.73K +42 +4%
S
932
SignatureFD
Georgia
$284K -$11.4K -49 -4%
RSWM
933
Robertson Stephens Wealth Management
California
$284K – – –
KCM
934
KRS Capital Management
Michigan
$284K +$33.6K +145 +13%
BBHC
935
Brown Brothers Harriman & Co
New York
$283K +$19.9K +86 +8%
BWM
936
Buckley Wealth Management
Nevada
$283K -$3.94K -17 -1%
RA
937
Rise Advisors
New York
$282K -$2.32K -10 -0.8%
EW
938
Evoke Wealth
California
$282K +$90.8K +392 +48%
BTW
939
Boston Trust Walden
Massachusetts
$278K – – –
JCM
940
Jacobsen Capital Management
Utah
$277K -$463 -2 -0.2%
AWM
941
Avior Wealth Management
Nebraska
$275K – – –
LG
942
LaFleur & Godfrey
Michigan
$275K -$1.29M -5,566 -82%
AT
943
Arvest Trust
Oklahoma
$273K +$31.1K +134 +13%
CWM
944
Centurion Wealth Management
Virginia
$269K +$269K +1,160 New
SC
945
Searle & Co
Connecticut
$267K – – –
LCM
946
Landscape Capital Management
New Jersey
$266K -$7.4M -31,925 -97%
AWM
947
Accurate Wealth Management
Florida
$266K +$26.4K +120 +11%
NHT
948
New Hampshire Trust
New Hampshire
$262K +$262K +1,132 New
SIS
949
Strategic Investment Solutions
Illinois
$262K +$262K +1,129 New
FTDI
950
First Trust Direct Indexing
Massachusetts
$261K +$12.1K +52 +5%
36 37
38
39 40