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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 %
AR
951
Advisory Research
Illinois
$254K +$254K +1,033 New
SCM
952
Shelton Capital Management
Colorado
$253K – – –
TSW
953
Thompson Siegel & Walmsley
Virginia
$252K – – –
Tudor Investment Corp
954
Tudor Investment Corp
Connecticut
$251K -$166K -674 -40%
VCG
955
Vantage Consulting Group
Virginia
$249K -$46.3K -188 -16%
SA
956
Syntax Advisors
New York
$249K -$46.3K -188 -16%
CMI
957
Clare Market Investments
Texas
$248K -$138K -561 -36%
CA
958
Claro Advisors
Massachusetts
$248K -$6.65K -27 -3%
BFO
959
Boston Family Office
Massachusetts
$248K – – –
RA
960
Rise Advisors
New York
$247K +$492 +2 +0.2%
BWM
961
Buckley Wealth Management
Nevada
$246K -$51.9K -211 -17%
GAB
962
German American Bancorp
Indiana
$246K -$246 -1 -0.1%
BB
963
Berkshire Bank
Massachusetts
$246K – – –
BWA
964
Beam Wealth Advisors
Louisiana
$246K – – –
WPC
965
Waters Parkerson & Co
Louisiana
$246K -$738 -3 -0.3%
DDPIC
966
Deroy & Devereaux Private Investment Counsel
Michigan
$246K – – –
CCG
967
Ceeto Capital Group
Florida
$246K – – –
S
968
SignatureFD
Georgia
$245K +$246 +1 +0.1%
SWM
969
Shelton Wealth Management
Texas
$244K +$6.15K +25 +3%
9WM
970
9258 Wealth Management
Ohio
$244K – – –
CWA
971
CM Wealth Advisors
Ohio
$244K -$1.93M -7,080 -89%
FCA
972
Fortis Capital Advisors
Kansas
$243K +$243K +988 New
CI
973
Conning Inc
Connecticut
$243K – – –
CA
974
Calton & Associates
Florida
$243K -$32.3K -131 -12%
EWA
975
EverSource Wealth Advisors
Alabama
$242K +$12.3K +50 +5%
37 38
39
40 41