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Constellation Brands
STZ

Overview Fund Activity

1,311 hedge funds and large institutions have $36.8B invested in Constellation Brands in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 495 increasing their positions, 523 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,311
Holders Change
-20
Holders Change %
-1.5%
% of All Funds
18.96%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
94
Increased
495
Reduced
523
Closed
99
Calls
$380M
Puts
$663M
Net Calls
-$283M
Net Calls Change
-$168M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$293M
2
BlackRock
BlackRock
New York
+$184M
3
Morgan Stanley
Morgan Stanley
New York
+$118M
4
Citadel Advisors
Citadel Advisors
Florida
+$108M
5
State Street
State Street
Massachusetts
+$104M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$205M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$130M
3
Capital World Investors
Capital World Investors
California
-$117M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$117M
5
JGC
J. Goldman & Co
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
951
PFG Investments
New York
$296K +$10.8K +42 +4%
SFS
952
Strategic Financial Services
New York
$295K -$12.9K -50 -4%
WA
953
Waverly Advisors
Alabama
$295K +$59.5K +231 +25%
CIA
954
Cladis Investment Advisory
Montana
$294K -$30.9K -120 -10%
SFG
955
Socha Financial Group
New York
$292K +$1.29K +5 +0.4%
PF
956
Phoenix Financial
Israel
$291K -$63.8K -247 -18%
SIG
957
Stonegate Investment Group
Alabama
$291K +$291K +1,128 New
IP
958
Ignite Planners
California
$290K +$1.8K +7 +0.6%
WAOI
959
Wealth Advisors of Iowa
Iowa
$289K – – –
KC
960
Knuff & Co
California
$288K – – –
MWM
961
Meritas Wealth Management
California
$287K – – –
CI
962
CX Institutional
Indiana
$287K -$258 -1 -0.1%
AWM
963
Aviso Wealth Management
Washington
$284K -$86.3K -335 -23%
Teacher Retirement System of Texas
964
Teacher Retirement System of Texas
Texas
$283K -$2.9M -11,258 -91%
WTC
965
WhitTier Trust Company
Nevada
$283K +$20.1K +78 +8%
PL
966
Perpetual Ltd
Australia
$282K -$10.3K -40 -4%
EGA
967
E&G Advisors
Texas
$282K -$12.9K -50 -4%
NAM
968
NorthCrest Asset Manangement
Minnesota
$282K -$7.99K -31 -3%
GAB
969
German American Bancorp
Indiana
$281K -$29.6K -115 -10%
KIA
970
Kraematon Investment Advisors
Massachusetts
$280K +$515 +2 +0.2%
HCM
971
Hillman Capital Management
Maryland
$279K +$2.32K +9 +0.8%
BEAM
972
Baker Ellis Asset Management
Washington
$277K +$277K +1,076 New
PWM
973
Purus Wealth Management
California
$276K +$258 +1 +0.1%
BWA
974
Bordeaux Wealth Advisors
California
$276K +$3.61K +14 +1%
S
975
SignatureFD
Georgia
$276K -$42K -163 -13%
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