STZ icon

Constellation Brands

1,249 hedge funds and large institutions have $35.7B invested in Constellation Brands in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 459 increasing their positions, 478 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,249
Holders Change
+25
Holders Change %
+2.04%
% of All Funds
19.91%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.38%
New
116
Increased
459
Reduced
478
Closed
74
Calls
$572M
Puts
$525M
Net Calls
+$46.4M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
951
Meritas Wealth Management
California
$280K -$106K -420 -27%
MCM
952
Monarch Capital Management
Indiana
$279K
T
953
TOBAM
France
$277K
SFC
954
Strategic Financial Concepts
Texas
$276K
CI
955
CX Institutional
Indiana
$276K +$5.53K +22 +2%
HCM
956
Highlander Capital Management
New Jersey
$276K -$75.3K -300 -21%
PWM
957
Purus Wealth Management
California
$272K -$2.51K -10 -0.9%
MWA
958
Meridian Wealth Advisors
Texas
$270K -$33.2K -132 -11%
DLG
959
Daniel L. Goodwin
$270K +$3.77K +15 +1%
KC
960
Knuff & Co
California
$269K -$5.53K -22 -2%
IP
961
Ignite Planners
California
$267K +$267K +1,106 New
BWA
962
Bordeaux Wealth Advisors
California
$266K +$503 +2 +0.2%
CA
963
Claro Advisors
Massachusetts
$264K +$10.6K +42 +4%
C
964
Certuity
Florida
$262K +$262K +1,042 New
BIA
965
Barry Investment Advisors
Massachusetts
$262K
FFA
966
First Foundation Advisors
California
$259K +$259K +1,032 New
PA
967
PFG Advisors
Arizona
$259K -$2.76K -11 -1%
AL
968
Aspiriant LLC
California
$259K +$259K +1,031 New
SWS
969
SYSTM Wealth Solutions
Illinois
$259K +$259K +1,031 New
RC
970
Rovin Capital
Arizona
$258K -$7.04K -28 -3%
TSW
971
Thompson Siegel & Walmsley
Virginia
$258K
CMI
972
Clare Market Investments
Texas
$254K +$1.01K +4 +0.4%
BFO
973
Boston Family Office
Massachusetts
$254K
DWT
974
Dorsey & Whitney Trust
South Dakota
$254K +$44.5K +177 +21%
TF
975
Tompkins Financial
New York
$253K +$7.54K +30 +3%