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Constellation Brands
STZ

Overview Fund Activity

1,224 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 418 increasing their positions, 464 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+40
Holders Change %
+3.38%
% of All Funds
19.3%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
120
Increased
418
Reduced
464
Closed
74
Calls
$624M
Puts
$416M
Net Calls
+$208M
Net Calls Change
+$191M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$366M
2
Capital International Investors
Capital International Investors
California
+$348M
3
MC
Maverick Capital
Texas
+$146M
4
Amundi
Amundi
France
+$137M
5
EIM
Elliott Investment Management
Florida
+$109M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$305M
2
Capital World Investors
Capital World Investors
California
-$146M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$143M
4
American Century Companies
American Century Companies
Missouri
-$106M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
976
Cohen Investment Advisors
New Hampshire
$242K -$3.94K -16 -2%
OTL
977
Oak Thistle LLC
New York
$242K +$242K +982 New
FA
978
Fortis Advisors
Pennsylvania
$241K – – –
Empower Advisory Group
979
Empower Advisory Group
Colorado
$241K +$985 +4 +0.4%
NW
980
Naviter Wealth
Arkansas
$241K +$241K +979 New
NAM
981
NorthCrest Asset Manangement
Minnesota
$241K – – –
HSWM
982
Hubbell Strickland Wealth Management
Louisiana
$241K – – –
TF
983
Tompkins Financial
New York
$240K +$204K +827 +551%
AWE
984
Avidian Wealth Enterprises
Texas
$240K -$112K -456 -32%
RCG
985
Regatta Capital Group
California
$238K +$238K +965 New
IF
986
Intrua Financial
Texas
$237K +$246 +1 +0.1%
SVWAG
987
Sound View Wealth Advisors Group
Georgia
$231K -$91.5K -372 -28%
WAG
988
Wallace Advisory Group
California
$230K – – –
SFA
989
Seneca Financial Advisors
New York
$230K +$984 +4 +0.4%
WAM
990
WNY Asset Management
New York
$229K +$246 +1 +0.1%
BBI
991
Baxter Bros Inc
Connecticut
$228K – – –
MMG
992
Monetary Management Group
Missouri
$228K – – –
SXL
993
Summit X LLC
Missouri
$228K +$8.13K +33 +4%
PWPS
994
Pinnacle Wealth Planning Services
Ohio
$226K – – –
MA
995
Modus Advisors
Minnesota
$226K -$21.9K -89 -9%
WG
996
Welch Group
Alabama
$226K -$22.4K -91 -9%
SAG
997
SageView Advisory Group
California
$225K +$225K +916 New
FNBTCON
998
First National Bank & Trust Co of Newtown
Pennsylvania
$225K – – –
NP
999
Nilsine Partners
Colorado
$223K +$1.23K +5 +0.6%
FCH
1000
Freestone Capital Holdings
Washington
$222K +$222K +901 New
38 39
40
41 42