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Constellation Brands
STZ

Overview Fund Activity

1,292 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 496 increasing their positions, 457 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,292
Holders Change
+43
Holders Change %
+3.44%
% of All Funds
18.94%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
146
Increased
496
Reduced
457
Closed
87
Calls
$584M
Puts
$473M
Net Calls
+$111M
Net Calls Change
+$64.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.06B
2
SC
Sculptor Capital
New York
$242M
3
Marshall Wace
Marshall Wace
United Kingdom
$340M
4
Citadel Advisors
Citadel Advisors
Florida
$336M
5
Boston Partners
Boston Partners
Massachusetts
$156M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$598M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$393M
3
Capital International Investors
Capital International Investors
California
$2.03B
4
Holocene Advisors
Holocene Advisors
New York
$5.76M
5
PF
Phoenix Financial
Israel
$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
RMCM
951
Reynders McVeigh Capital Management
Massachusetts
$294K – – –
AIP
952
Almanack Investment Partners
Pennsylvania
$294K +$242 +1 +0.1%
FTC
953
Farmers Trust Company
Ohio
$291K -$2.42K -10 -0.8%
RSWM
954
Robertson Stephens Wealth Management
California
$290K +$242 +1 +0.1%
BTW
955
Boston Trust Walden
Massachusetts
$290K – – –
PWMAG
956
Pinnacle Wealth Management Advisory Group
New Jersey
$289K -$23K -95 -7%
IAN
957
Integrated Advisors Network
Texas
$289K +$13.3K +55 +5%
HCM
958
Hillman Capital Management
Maryland
$288K +$1.45K +6 +0.5%
RWA
959
Redhawk Wealth Advisors
Minnesota
$288K +$288K +1,192 New
AWM
960
Aviso Wealth Management
Washington
$282K +$282K +1,166 New
CWM
961
Centurion Wealth Management
Virginia
$280K – – –
BOPW
962
Brandywine Oak Private Wealth
Pennsylvania
$280K – – –
KIA
963
Kraematon Investment Advisors
Massachusetts
$279K +$483 +2 +0.2%
CCG
964
Cypress Capital Group
Florida
$278K +$278K +1,149 New
KC
965
Knuff & Co
California
$277K +$18.1K +75 +7%
SIS
966
Strategic Investment Solutions
Illinois
$277K -$17M -70,523 -98%
NFG
967
Nations Financial Group
Iowa
$273K -$10.6K -44 -4%
BWM
968
Baron Wealth Management
Michigan
$273K -$1.45K -6 -0.5%
S
969
SignatureFD
Georgia
$271K -$57.5K -238 -18%
WAOI
970
Wealth Advisors of Iowa
Iowa
$271K -$26.6K -110 -9%
SFG
971
Socha Financial Group
New York
$271K +$967 +4 +0.4%
IP
972
Ignite Planners
California
$271K +$976 +4 +0.4%
MWM
973
Meritas Wealth Management
California
$270K – – –
LHC
974
Little House Capital
Massachusetts
$269K +$269K +1,112 New
RA
975
Rise Advisors
New York
$269K +$48.8K +202 +22%
37 38
39
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