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Constellation Brands
STZ

Overview Fund Activity

1,184 hedge funds and large institutions have $31.2B invested in Constellation Brands in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 421 increasing their positions, 477 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
-69
Holders Change %
-5.51%
% of All Funds
18.95%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
88
Increased
421
Reduced
477
Closed
133
Calls
$736M
Puts
$720M
Net Calls
+$16.7M
Net Calls Change
+$8.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.78B
2
Capital International Investors
Capital International Investors
California
$1.47B
3
Barclays
Barclays
United Kingdom
$328M
4
Invesco
Invesco
Georgia
$688M
5
Capital Research Global Investors
Capital Research Global Investors
California
$454M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$709M
2
AWA
Arete Wealth Advisors
Illinois
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$726M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$266M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$93.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
976
1834 Investment Advisors
Wisconsin
$205K +$205K +907 New
SWM
977
Seed Wealth Management
Illinois
$203K – – –
NP
978
Nilsine Partners
Colorado
$203K +$203K +899 New
SGA
979
Seaport Global Advisors
Massachusetts
$202K – – –
SXL
980
Summit X LLC
Missouri
$201K +$201K +891 New
GIA
981
Gladstone Institutional Advisory
Florida
$201K +$1.13K +5 +0.6%
EW
982
Evoke Wealth
California
$200K -$74.1K -328 -27%
QCG
983
Quadrant Capital Group
Ohio
$182K +$1.13K +5 +0.6%
ST
984
Smithfield Trust
Pennsylvania
$181K -$14.7K -64 -8%
CSPIA
985
Cary Street Partners Investment Advisory
Virginia
$175K +$2.03K +9 +1%
SG Americas Securities
986
SG Americas Securities
New York
$172K -$144K -639 -46%
CFGS
987
Concourse Financial Group Securities
Alabama
$165K +$12.4K +55 +8%
CFD
988
Creative Financial Designs
Indiana
$163K -$7.91K -35 -5%
TFGT
989
TS Financial Group (TSFG)
Illinois
$154K +$16.9K +75 +12%
MHR
990
Matthew Hamilton Rosenberg
$148K -$4.3K -19 -3%
Credit Agricole
991
Credit Agricole
France
$147K +$39.3K +174 +36%
GBT
992
Grove Bank & Trust
Florida
$146K – – –
NHT
993
New Hampshire Trust
New Hampshire
$145K -$111K -492 -43%
EDRH
994
Edmond de Rothschild Holding
Switzerland
$143K +$20.6K +91 +17%
Acadian Asset Management
995
Acadian Asset Management
Massachusetts
$143K -$7M -31,165 -98%
WSC
996
Wellington Shields & Co
New York
$140K +$118K +521 +521%
FMTCOCP
997
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$137K – – –
MCM
998
Manchester Capital Management
Vermont
$135K +$28.7K +127 +27%
BWP
999
Baldwin Wealth Partners
Massachusetts
$134K -$31.6K -140 -19%
AF
1000
Advisornet Financial
Minnesota
$134K +$2.49K +11 +2%
38 39
40
41 42