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Constellation Brands
STZ

Overview Fund Activity

1,331 hedge funds and large institutions have $37.5B invested in Constellation Brands in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 533 increasing their positions, 463 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
19.36%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.17%
New
123
Increased
533
Reduced
463
Closed
83
Calls
$360M
Puts
$475M
Net Calls
-$115M
Net Calls Change
-$63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$480M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$379M
3
Capital World Investors
Capital World Investors
California
+$217M
4
JGC
J. Goldman & Co
New York
+$111M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.4M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$184M
2
Invesco
Invesco
Georgia
-$149M
3
EIM
Elliott Investment Management
Florida
-$138M
4
JCM
Junto Capital Management
New York
-$130M
5
Barclays
Barclays
United Kingdom
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
926
Alesco Advisors
New York
$362K -$52.5K -204 -13%
WGAM
927
Wilkinson Global Asset Management
New York
$361K – – –
SOAMC
928
Spirit of America Management Corp
New York
$360K – – –
CWM
929
Connecticut Wealth Management
Connecticut
$359K +$147K +573 +70%
PP
930
Paloma Partners
Connecticut
$357K +$357K +1,388 New
LSA
931
Lion Street Advisors
Texas
$356K +$356K +1,384 New
CT
932
Chicago Trust
Illinois
$356K +$3.86K +15 +1%
TCM
933
Tributary Capital Management
Nebraska
$354K -$20.6K -80 -5%
PF
934
Phoenix Financial
Israel
$351K +$54.7K +214 +18%
P
935
&Partners
Tennessee
$351K +$351K +1,364 New
CAGAS
936
Capital Advisory Group Advisory Services
Minnesota
$348K – – –
AFP
937
Ausdal Financial Partners
Iowa
$346K -$7.72K -30 -2%
AIM
938
Alhambra Investment Management
Florida
$343K -$257 -1 -0.1%
FFN
939
Focus Financial Network
Minnesota
$342K +$17.4K +70 +5%
AFA
940
AA Financial Advisors
Ohio
$340K +$340K +1,322 New
AA
941
ALPS Advisors
Colorado
$338K -$4.12K -16 -1%
AF
942
Arrow Financial
New York
$337K -$48.1K -187 -13%
CBT
943
Central Bank & Trust
Kentucky
$334K +$9K +35 +3%
FTC
944
Farmers Trust Company
Ohio
$333K -$6.43K -25 -2%
WA
945
Wambolt & Associates
Colorado
$331K -$203K -792 -38%
CRC
946
Curi RMB Capital
Illinois
$330K -$1.54K -6 -0.5%
DC
947
Diametric Capital
Massachusetts
$329K -$44.8K -174 -12%
IIA
948
ICW Investment Advisors
Arizona
$328K +$257 +1 +0.1%
SF
949
Summit Financial
New Jersey
$328K +$328K +1,273 New
SBIA
950
Sheaff Brock Investment Advisors
Indiana
$327K -$1.54K -6 -0.5%
36 37
38
39 40