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Constellation Brands
STZ

Overview Fund Activity

1,253 hedge funds and large institutions have $31.8B invested in Constellation Brands in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+47
Holders Change %
+3.9%
% of All Funds
20.22%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
155
Increased
447
Reduced
449
Closed
84
Calls
$556M
Puts
$548M
Net Calls
+$8.44M
Net Calls Change
+$209M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$366M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$333M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$312M
4
AWA
Arete Wealth Advisors
Illinois
+$284M
5
Morgan Stanley
Morgan Stanley
New York
+$211M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$581M
2
Amundi
Amundi
France
-$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$200M
4
Marshall Wace
Marshall Wace
United Kingdom
-$79.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
976
Cornerstone Advisory
Maryland
$241K +$232 +1 +0.1%
SCM
977
Shelton Capital Management
Colorado
$238K – – –
HCMT
978
Highland Capital Management (Tennessee)
Tennessee
$238K -$58K -250 -20%
TSW
979
Thompson Siegel & Walmsley
Virginia
$238K – – –
9WM
980
9258 Wealth Management
Ohio
$237K -$4.17K -18 -2%
TFS
981
TrustCore Financial Services
Tennessee
$237K – – –
AWA
982
Arkadios Wealth Advisors
Georgia
$236K +$13.9K +60 +6%
BWM
983
Baron Wealth Management
Michigan
$235K +$235K +1,015 New
BWP
984
Balboa Wealth Partners
Arizona
$235K -$11.4K -49 -5%
MCC
985
Money Concepts Capital
Florida
$235K +$140K +605 +149%
WG
986
Welch Group
Alabama
$234K – – –
TL
987
Tradewinds LLC
North Carolina
$233K +$233K +1,978 New
CRWM
988
Castle Rock Wealth Management
California
$233K +$2.51K +11 +1%
DDPIC
989
Deroy & Devereaux Private Investment Counsel
Michigan
$232K – – –
CCG
990
Ceeto Capital Group
Florida
$232K – – –
GAB
991
German American Bancorp
Indiana
$232K – – –
BWA
992
Beam Wealth Advisors
Louisiana
$232K – – –
BB
993
Berkshire Bank
Massachusetts
$232K – – –
MC
994
Machina Capital
France
$232K +$232K +1,000 New
CI
995
Conning Inc
Connecticut
$232K -$2.78K -12 -1%
SP
996
Successful Portfolios
Florida
$230K -$9.53K -41 -4%
SVWAG
997
Sound View Wealth Advisors Group
Georgia
$229K -$97.7K -404 -30%
JF
998
Jump Financial
Illinois
$229K -$5.69M -24,534 -96%
PAM
999
Premier Asset Management
Illinois
$227K -$4.17K -18 -2%
SWM
1000
Shelton Wealth Management
Texas
$224K -$21.6K -93 -9%
38 39
40
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