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Constellation Brands
STZ

Overview Fund Activity

1,184 hedge funds and large institutions have $31.2B invested in Constellation Brands in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 421 increasing their positions, 477 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
-69
Holders Change %
-5.51%
% of All Funds
18.95%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
88
Increased
421
Reduced
477
Closed
133
Calls
$736M
Puts
$720M
Net Calls
+$16.7M
Net Calls Change
+$8.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.78B
2
Capital International Investors
Capital International Investors
California
$1.47B
3
Barclays
Barclays
United Kingdom
$328M
4
Invesco
Invesco
Georgia
$688M
5
Capital Research Global Investors
Capital Research Global Investors
California
$454M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$709M
2
AWA
Arete Wealth Advisors
Illinois
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$726M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$266M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$93.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAFN
926
First Affirmative Financial Network
Colorado
$239K -$12.4K -55 -5%
MAM
927
McLean Asset Management
Virginia
$238K -$4.97K -22 -2%
BIA
928
Barry Investment Advisors
Massachusetts
$235K -$452 -2 -0.2%
SP
929
Successful Portfolios
Florida
$235K +$11.3K +50 +5%
CA
930
Claro Advisors
Massachusetts
$234K -$56K -248 -19%
CRWM
931
Castle Rock Wealth Management
California
$233K +$3.16K +14 +1%
PWMAG
932
Pinnacle Wealth Management Advisory Group
New Jersey
$233K +$14.9K +66 +7%
TSW
933
Thompson Siegel & Walmsley
Virginia
$232K – – –
SCM
934
Shelton Capital Management
Colorado
$232K – – –
WAG
935
Wallace Advisory Group
California
$230K -$7.91K -35 -3%
BFO
936
Boston Family Office
Massachusetts
$228K -$26.9K -119 -11%
WG
937
Welch Group
Alabama
$228K – – –
MA
938
Modus Advisors
Minnesota
$227K +$20.1K +89 +10%
WPC
939
Waters Parkerson & Co
Louisiana
$227K +$227K +1,003 New
RA
940
Rise Advisors
New York
$227K -$48.6K -215 -18%
GAB
941
German American Bancorp
Indiana
$226K +$226 +1 +0.1%
DDPIC
942
Deroy & Devereaux Private Investment Counsel
Michigan
$226K – – –
CCG
943
Ceeto Capital Group
Florida
$226K – – –
BWA
944
Beam Wealth Advisors
Louisiana
$226K – – –
BB
945
Berkshire Bank
Massachusetts
$226K – – –
CIA
946
Cohen Investment Advisors
New Hampshire
$225K +$8.13K +36 +4%
S
947
SignatureFD
Georgia
$225K -$52.4K -232 -19%
DGAM
948
Desjardins Global Asset Management
Quebec, Canada
$224K +$224K +990 New
9WM
949
9258 Wealth Management
Ohio
$224K -$7.23K -32 -3%
PF
950
Phoenix Financial
Israel
$223K +$223K +1,000 New
36 37
38
39 40