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Constellation Brands
STZ

Overview Fund Activity

1,292 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 496 increasing their positions, 457 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,292
Holders Change
+43
Holders Change %
+3.44%
% of All Funds
18.94%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
146
Increased
496
Reduced
457
Closed
87
Calls
$584M
Puts
$473M
Net Calls
+$111M
Net Calls Change
+$64.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.06B
2
SC
Sculptor Capital
New York
$242M
3
Marshall Wace
Marshall Wace
United Kingdom
$340M
4
Citadel Advisors
Citadel Advisors
Florida
$336M
5
Boston Partners
Boston Partners
Massachusetts
$156M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$598M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$393M
3
Capital International Investors
Capital International Investors
California
$2.03B
4
Holocene Advisors
Holocene Advisors
New York
$5.76M
5
PF
Phoenix Financial
Israel
$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
976
Monarch Capital Management
Indiana
$269K – – –
Luther King Capital Management (LKCM)
977
Luther King Capital Management (LKCM)
Texas
$266K -$72.5K -300 -21%
HCM
978
Highlander Capital Management
New Jersey
$266K – – –
MAM
979
McLean Asset Management
Virginia
$266K +$24.5K +99 +10%
CI
980
CX Institutional
Indiana
$264K -$1.93K -8 -0.7%
CT
981
Columbia Trust
Oregon
$263K +$49.3K +204 +23%
NB
982
NBT Bank
New York
$261K -$41.3K -171 -14%
MWA
983
Meridian Wealth Advisors
Texas
$259K – – –
PWM
984
Purus Wealth Management
California
$259K -$2.9K -12 -1%
SIM
985
Studio Investment Management
Illinois
$258K -$28.3K -117 -10%
BW
986
Bison Wealth
Georgia
$258K +$34.1K +141 +15%
CRWM
987
Castle Rock Wealth Management
California
$257K – – –
CAS
988
Coppell Advisory Solutions
Texas
$257K +$75.4K +312 +42%
IC
989
Inscription Capital
Texas
$256K +$41.1K +170 +19%
CA
990
Claro Advisors
Massachusetts
$256K +$2.18K +9 +0.9%
BWA
991
Bordeaux Wealth Advisors
California
$256K – – –
SAM
992
Secure Asset Management
Michigan
$254K +$254K +1,052 New
SC
993
Searle & Co
Connecticut
$254K -$24.2K -100 -9%
WT
994
Washington Trust
Rhode Island
$254K +$155K +640 +156%
WAM
995
WNY Asset Management
New York
$254K +$57.1K +236 +29%
QI
996
Qtron Investments
Massachusetts
$254K +$254K +1,049 New
PF
997
Phoenix Financial
Israel
$252K -$133M -550,404 -100%
ACA
998
Aptus Capital Advisors
Alabama
$252K +$38.4K +159 +18%
BIA
999
Barry Investment Advisors
Massachusetts
$252K +$242 +1 +0.1%
SFC
1000
Strategic Financial Concepts
Texas
$251K -$14.5K -60 -5%
38 39
40
41 42