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Constellation Brands
STZ

Overview Fund Activity

1,313 hedge funds and large institutions have $39.6B invested in Constellation Brands in 2024 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 492 increasing their positions, 475 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
+21
Holders Change %
+1.63%
% of All Funds
19.03%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
134
Increased
492
Reduced
475
Closed
95
Calls
$456M
Puts
$508M
Net Calls
-$52M
Net Calls Change
-$163M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$898M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$368M
3
Capital World Investors
Capital World Investors
California
+$197M
4
DCP
D1 Capital Partners
New York
+$178M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$126M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$637M
2
Marshall Wace
Marshall Wace
United Kingdom
-$371M
3
Citadel Advisors
Citadel Advisors
Florida
-$306M
4
BlackRock
BlackRock
New York
-$144M
5
ECM
ExodusPoint Capital Management
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
PF
951
Phoenix Financial
Israel
$314K +$31.7K +117 +11%
EGA
952
E&G Advisors
Texas
$311K -$27.2K -100 -8%
WWM
953
Western Wealth Management
Colorado
$311K -$1.06M -3,897 -77%
GS
954
GTS Securities
New York
$311K -$2.32M -8,533 -88%
BFG
955
Berger Financial Group
Minnesota
$309K -$97.6K -359 -24%
SIM
956
Studio Investment Management
Illinois
$309K +$18.8K +69 +6%
CPIG
957
Chicago Partners Investment Group
Illinois
$308K -$28K -107 -8%
SFG
958
Socha Financial Group
New York
$306K +$1.09K +4 +0.4%
WAOI
959
Wealth Advisors of Iowa
Iowa
$305K – – –
CI
960
CX Institutional
Indiana
$304K +$7.34K +27 +2%
BWM
961
Baron Wealth Management
Michigan
$304K -$2.45K -9 -0.8%
KC
962
Knuff & Co
California
$303K -$8.15K -30 -3%
MWM
963
Meritas Wealth Management
California
$303K – – –
ZIC
964
ZWJ Investment Counsel
Georgia
$303K +$303K +1,115 New
MCM
965
Monarch Capital Management
Indiana
$302K – – –
Koshinski Asset Management
966
Koshinski Asset Management
Illinois
$301K -$44.8K -165 -13%
RA
967
Rise Advisors
New York
$300K -$1.63K -6 -0.5%
BW
968
Bison Wealth
Georgia
$300K +$10.1K +37 +3%
Luther King Capital Management (LKCM)
969
Luther King Capital Management (LKCM)
Texas
$299K – – –
IP
970
Ignite Planners
California
$296K +$1.06K +4 +0.4%
ACS
971
Archford Capital Strategies
Illinois
$296K -$105K -387 -26%
BWA
972
Bordeaux Wealth Advisors
California
$294K +$6.25K +23 +2%
KIA
973
Kraematon Investment Advisors
Massachusetts
$294K -$20.1K -74 -6%
NB
974
NBT Bank
New York
$294K – – –
IAN
975
Integrated Advisors Network
Texas
$292K -$32.1K -118 -10%
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