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Constellation Brands
STZ

Overview Fund Activity

1,292 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 496 increasing their positions, 457 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,292
Holders Change
+43
Holders Change %
+3.44%
% of All Funds
18.94%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
146
Increased
496
Reduced
457
Closed
87
Calls
$584M
Puts
$473M
Net Calls
+$111M
Net Calls Change
+$64.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.08B
2
SC
Sculptor Capital
New York
+$242M
3
Marshall Wace
Marshall Wace
United Kingdom
+$208M
4
Citadel Advisors
Citadel Advisors
Florida
+$182M
5
Boston Partners
Boston Partners
Massachusetts
+$156M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$842M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$221M
3
Capital International Investors
Capital International Investors
California
-$153M
4
Holocene Advisors
Holocene Advisors
New York
-$151M
5
PF
Phoenix Financial
Israel
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
926
Founders Financial Securities
Maryland
$325K +$325K +1,346 New
AIM
927
Alhambra Investment Management
Florida
$323K – – –
Empower Advisory Group
928
Empower Advisory Group
Colorado
$320K -$20.1K -83 -6%
AWM
929
Accurate Wealth Management
Florida
$320K -$34.8K -135 -10%
RFC
930
Regions Financial Corp
Alabama
$318K -$5.08K -21 -2%
CPIG
931
Chicago Partners Investment Group
Illinois
$318K -$3.46K -14 -1%
FFN
932
Focus Financial Network
Minnesota
$316K +$12.1K +50 +4%
TFA
933
Teamwork Financial Advisors
Texas
$312K +$312K +1,289 New
FWP
934
FAS Wealth Partners
Kansas
$309K +$10.4K +43 +3%
NSIM
935
North Star Investment Management
Illinois
$308K – – –
IIA
936
ICW Investment Advisors
Arizona
$308K -$3.63K -15 -1%
SP
937
Symmetry Partners
Connecticut
$308K -$24.3K -100 -7%
Koshinski Asset Management
938
Koshinski Asset Management
Illinois
$308K -$168K -693 -35%
AWA
939
Arkadios Wealth Advisors
Georgia
$306K +$25.4K +105 +9%
EDRH
940
Edmond de Rothschild Holding
Switzerland
$306K +$186K +770 +156%
BWP
941
Barlow Wealth Partners
Kentucky
$304K +$304K +1,257 New
SWM
942
Silverlake Wealth Management
Vermont
$303K -$204K -844 -40%
KCM
943
KRS Capital Management
Michigan
$302K -$14.5K -60 -5%
EGA
944
E&G Advisors
Texas
$301K -$91.9K -380 -23%
GIS
945
Grayhawk Investment Strategies
Alberta, Canada
$301K +$301K +1,244 New
DWT
946
Dorsey & Whitney Trust
South Dakota
$299K +$55.1K +228 +23%
EP
947
Edgestream Partners
New Jersey
$299K -$404K -1,671 -57%
HBT
948
Hills Bank & Trust
Iowa
$297K – – –
IAMOG
949
Investors Asset Management of Georgia
Georgia
$295K +$242 +1 +0.1%
WPC
950
Wedmont Private Capital
Pennsylvania
$295K -$37.7K -151 -11%
36 37
38
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