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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 %
WPC
976
Waters Parkerson & Co
Louisiana
$275K – – –
SVWAG
977
Sound View Wealth Advisors Group
Georgia
$275K +$66K +256 +32%
ATS
978
Ashton Thomas Securities
New York
$273K +$7.22K +28 +3%
DBRC
979
D.B. Root & Company
Pennsylvania
$273K -$177K -685 -39%
ACM
980
Alta Capital Management
Utah
$272K -$2.14M -8,315 -89%
CCG
981
Cypress Capital Group
Florida
$272K -$12.6K -49 -4%
CWM
982
Connecticut Wealth Management
Connecticut
$271K -$88.9K -345 -25%
SC
983
Searle & Co
Connecticut
$271K – – –
BFO
984
Boston Family Office
Massachusetts
$267K +$49.3K +191 +23%
GA
985
Geller Advisors
New York
$266K -$6.19K -24 -2%
RA
986
Rise Advisors
New York
$265K -$14.7K -57 -5%
CMI
987
Clare Market Investments
Texas
$264K +$1.03K +4 +0.4%
TSW
988
Thompson Siegel & Walmsley
Virginia
$264K – – –
BTI
989
Blue Trust Inc
Georgia
$263K +$169K +658 +181%
HCM
990
Howard Capital Management
Georgia
$261K +$261K +1,014 New
CI
991
Conning Inc
Connecticut
$259K -$258 -1 -0.1%
CA
992
Cornerstone Advisory
Maryland
$258K -$1.55K -6 -0.6%
DDPIC
993
Deroy & Devereaux Private Investment Counsel
Michigan
$258K – – –
CCG
994
Ceeto Capital Group
Florida
$258K – – –
BWM
995
Buckley Wealth Management
Nevada
$258K – – –
BB
996
Berkshire Bank
Massachusetts
$258K – – –
CAG
997
Csenge Advisory Group
Florida
$257K +$257K +1,066 New
OC
998
Oakworth Capital
Alabama
$255K +$10.8K +42 +4%
CIG
999
Cascade Investment Group
Colorado
$254K -$13.9K -54 -5%
BWP
1000
Balboa Wealth Partners
Arizona
$253K +$253K +984 New
38 39
40
41 42