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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 %
BFO
951
Boston Family Office
Massachusetts
$261K -$133K -573 -34%
RBFC
952
Roman Butler Fullerton & Co
Missouri
$261K +$224 +1 +0.1%
MWM
953
Meritas Wealth Management
California
$258K +$258K +1,115 New
FAFN
954
First Affirmative Financial Network
Colorado
$258K +$258K +1,112 New
MCM
955
Monarch Capital Management
Indiana
$257K – – –
CIA
956
Cladis Investment Advisory
Montana
$256K -$47.5K -205 -16%
SFG
957
Socha Financial Group
New York
$256K +$927 +4 +0.4%
WTC
958
WhitTier Trust Company
Nevada
$255K -$67.9K -293 -21%
GIBU
959
Gulf International Bank (UK)
United Kingdom
$253K – – –
PA
960
PFG Advisors
Arizona
$251K +$14.4K +62 +6%
V
961
ViaWealth
Kansas
$251K +$251K +1,165 New
Fisher Asset Management
962
Fisher Asset Management
Washington
$251K +$251K +1,081 New
MAM
963
McLean Asset Management
Virginia
$249K -$232 -1 -0.1%
WCM
964
Weik Capital Management
Pennsylvania
$248K – – –
CC
965
Claybrook Capital
Massachusetts
$248K -$48.7K -210 -16%
VCG
966
Vantage Consulting Group
Virginia
$246K -$9.5K -41 -4%
SA
967
Syntax Advisors
New York
$246K -$9.5K -41 -4%
LCM
968
Lewis Capital Management
California
$246K – – –
SIM
969
Sentry Investment Management
Wisconsin
$246K -$60.3K -260 -20%
KC
970
Knuff & Co
California
$246K +$1.16K +5 +0.5%
DLG
971
Daniel L. Goodwin
$245K +$2.32K +10 +1%
IF
972
Intrua Financial
Texas
$245K -$13.6K -63 -5%
WAG
973
Wallace Advisory Group
California
$244K +$244K +1,054 New
BBI
974
Baxter Bros Inc
Connecticut
$243K – – –
BIA
975
Barry Investment Advisors
Massachusetts
$241K -$9.5K -41 -4%
37 38
39
40 41