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Constellation Brands
STZ

Overview Fund Activity

1,331 hedge funds and large institutions have $37.5B invested in Constellation Brands in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 533 increasing their positions, 463 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
19.36%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.17%
New
123
Increased
533
Reduced
463
Closed
83
Calls
$360M
Puts
$475M
Net Calls
-$115M
Net Calls Change
-$63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$480M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$379M
3
Capital World Investors
Capital World Investors
California
+$217M
4
JGC
J. Goldman & Co
New York
+$111M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.4M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$184M
2
Invesco
Invesco
Georgia
-$149M
3
EIM
Elliott Investment Management
Florida
-$138M
4
JCM
Junto Capital Management
New York
-$130M
5
Barclays
Barclays
United Kingdom
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
951
Cladis Investment Advisory
Montana
$324K -$68.2K -265 -17%
PD
952
Planning Directions
Pennsylvania
$324K -$80.6K -313 -20%
Luther King Capital Management (LKCM)
953
Luther King Capital Management (LKCM)
Texas
$323K +$39.9K +155 +14%
9WM
954
9258 Wealth Management
Ohio
$321K +$115K +447 +56%
GC
955
Guidance Capital
Kentucky
$321K +$83.1K +339 +35%
NSIM
956
North Star Investment Management
Illinois
$321K -$7.46K -29 -2%
MA
957
MONECO Advisors
Connecticut
$321K +$6.43K +25 +2%
AIP
958
Almanack Investment Partners
Pennsylvania
$320K – – –
PWMAG
959
Pinnacle Wealth Management Advisory Group
New Jersey
$319K +$7.98K +31 +3%
HR
960
Hardy Reed
Mississippi
$319K +$319K +1,239 New
SIA
961
Strategic Investment Advisors
Michigan
$318K -$7.2K -28 -2%
S
962
SignatureFD
Georgia
$317K -$16.5K -64 -5%
ACA
963
Anchor Capital Advisors
Massachusetts
$317K +$13.6K +53 +4%
Empower Advisory Group
964
Empower Advisory Group
Colorado
$316K +$1.54K +6 +0.5%
IAMOG
965
Investors Asset Management of Georgia
Georgia
$314K +$257 +1 +0.1%
ACA
966
Aptus Capital Advisors
Alabama
$314K +$13.1K +51 +4%
HBT
967
Hills Bank & Trust
Iowa
$314K -$2.32K -9 -0.7%
LF
968
LifePlan Financial
Minnesota
$314K -$515 -2 -0.2%
BTW
969
Boston Trust Walden
Massachusetts
$312K -$73.8K -287 -19%
BWP
970
Barlow Wealth Partners
Kentucky
$310K – – –
GAB
971
German American Bancorp
Indiana
$310K +$50.4K +196 +19%
SFS
972
Strategic Financial Services
New York
$308K +$308K +1,196 New
SWM
973
Silverlake Wealth Management
Vermont
$301K -$20.6K -80 -6%
BW
974
Bison Wealth
Georgia
$300K – – –
AWM
975
Accurate Wealth Management
Florida
$297K -$10.7K -43 -3%
37 38
39
40 41