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Constellation Brands
STZ

Overview Fund Activity

1,224 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 418 increasing their positions, 464 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+40
Holders Change %
+3.38%
% of All Funds
19.3%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
120
Increased
418
Reduced
464
Closed
74
Calls
$624M
Puts
$416M
Net Calls
+$208M
Net Calls Change
+$191M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$366M
2
Capital International Investors
Capital International Investors
California
+$348M
3
MC
Maverick Capital
Texas
+$146M
4
Amundi
Amundi
France
+$137M
5
EIM
Elliott Investment Management
Florida
+$109M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$305M
2
Capital World Investors
Capital World Investors
California
-$146M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$143M
4
American Century Companies
American Century Companies
Missouri
-$106M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
926
TOBAM
France
$272K +$34.2K +139 +14%
AP
927
Arlington Partners
Alabama
$272K +$256K +1,039 +1,598%
SFC
928
Strategic Financial Concepts
Texas
$271K – – –
PWM
929
Purus Wealth Management
California
$269K -$2.46K -10 -0.9%
KC
930
Knuff & Co
California
$269K +$246 +1 +0.1%
GIBU
931
Gulf International Bank (UK)
United Kingdom
$269K – – –
CI
932
CX Institutional
Indiana
$265K +$265K +1,077 New
CIA
933
Cladis Investment Advisory
Montana
$265K -$7.39K -30 -3%
CC
934
Claybrook Capital
Massachusetts
$263K – – –
MFG
935
Merit Financial Group
Georgia
$263K +$263K +1,067 New
HL
936
HeadInvest LLC
Maine
$262K +$1.34K +5 +0.5%
LCM
937
Lewis Capital Management
California
$262K – – –
SIM
938
Sentry Investment Management
Wisconsin
$261K – – –
DLG
939
Daniel L. Goodwin
$260K – – –
BWA
940
Bordeaux Wealth Advisors
California
$260K +$260K +1,057 New
CRWM
941
Castle Rock Wealth Management
California
$260K – – –
MAM
942
McLean Asset Management
Virginia
$260K +$739 +3 +0.3%
RC
943
Rovin Capital
Arizona
$259K +$259K +1,054 New
V
944
ViaWealth
Kansas
$259K -$28.1K -114 -10%
MHS
945
M Holdings Securities
Oregon
$258K -$144K -588 -36%
PCM
946
Penserra Capital Management
California
$257K +$255K +1,040 +10,400%
PA
947
PFG Advisors
Arizona
$257K -$22.4K -91 -8%
RBFC
948
Roman Butler Fullerton & Co
Missouri
$256K – – –
BIA
949
Barry Investment Advisors
Massachusetts
$256K – – –
AT
950
Arvest Trust
Oklahoma
$255K -$51.3K -188 -17%
36 37
38
39 40