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Constellation Brands

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
Name Holding Trade Value Shares
Change
Shares
Change %
CI
951
Conning Inc
Connecticut
$223K -$2.71K -12 -1%
FA
952
Fortis Advisors
Pennsylvania
$222K +$33.9K +150 +18%
NAM
953
NorthCrest Asset Manangement
Minnesota
$221K +$221K +978 New
HSWM
954
Hubbell Strickland Wealth Management
Louisiana
$221K -$114K -505 -34%
HL
955
HeadInvest LLC
Maine
$220K +$220K +973 New
Empower Advisory Group
956
Empower Advisory Group
Colorado
$220K +$220K +975 New
IF
957
Intrua Financial
Texas
$219K -$39K -171 -15%
SWM
958
Shelton Wealth Management
Texas
$219K +$226 +1 +0.1%
T
959
TOBAM
France
$218K +$91.3K +404 +72%
WCM
960
Weik Capital Management
Pennsylvania
$217K -$24.9K -110 -10%
RBFC
961
Roman Butler Fullerton & Co
Missouri
$217K -$47.1K -208 -18%
AWM
962
Accel Wealth Management
Iowa
$216K +$452 +2 +0.2%
EI
963
Ellevest Inc
New York
$215K +$26.4K +117 +14%
VWA
964
V Wealth Advisors
Kansas
$213K
EWA
965
EverSource Wealth Advisors
Alabama
$211K +$14K +62 +7%
DWP
966
Daymark Wealth Partners
Ohio
$211K +$211K +934 New
WAM
967
WNY Asset Management
New York
$210K +$226 +1 +0.1%
SFA
968
Seneca Financial Advisors
New York
$210K +$678 +3 +0.3%
JCM
969
Jacobsen Capital Management
Utah
$209K -$61K -270 -23%
BBI
970
Baxter Bros Inc
Connecticut
$209K -$28.2K -125 -12%
MMG
971
Monetary Management Group
Missouri
$209K
NW
972
NewEdge Wealth
Pennsylvania
$208K +$208K +923 New
PWPS
973
Pinnacle Wealth Planning Services
Ohio
$208K -$1.81K -8 -0.9%
FNBTCON
974
First National Bank & Trust Co of Newtown
Pennsylvania
$206K
AAM
975
Aureus Asset Management
Massachusetts
$206K