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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 %
TWM
1001
Tradition Wealth Management
Minnesota
$126K +$11K +49 +10%
CG
1002
Cutler Group
California
$125K -$631K -2,802 -83%
BTI
1003
Blue Trust Inc
Georgia
$122K -$234K -1,007 -66%
CT
1004
Colonial Trust
South Carolina
$118K -$49.7K -220 -30%
AA
1005
Alta Advisers
United Kingdom
$113K – – –
MTIC
1006
Missouri Trust & Investment Company
Missouri
$113K – – –
ANBT
1007
American National Bank & Trust
Texas
$112K – – –
AIC
1008
Archer Investment Corporation
Indiana
$111K – – –
VC
1009
Vestor Capital
Illinois
$108K – – –
PGAM
1010
Princeton Global Asset Management
New Jersey
$107K – – –
RFA
1011
Register Financial Advisors
Georgia
$104K -$1.13K -5 -1%
FPA
1012
First Pacific Advisors
California
$102K – – –
JSAM
1013
J. Safra Asset Management
New York
$101K +$101K +449 New
EBA
1014
Eagle Bay Advisors
New York
$101K -$10.2K -45 -9%
CSB
1015
City State Bank
Iowa
$99K -$22.6K -100 -19%
UCB
1016
United Community Bank
South Carolina
$98.9K -$22.6K -100 -19%
KFI
1017
Key Financial Inc
Pennsylvania
$96K – – –
CCP
1018
Carmel Capital Partners
California
$96K +$96K +425 New
DSC
1019
Duncker Streett & Co
Missouri
$92.6K -$22.6K -100 -20%
WT
1020
Washington Trust
Rhode Island
$91.5K – – –
EWM
1021
Evermay Wealth Management
Virginia
$91.3K – – –
SSG
1022
Summit Securities Group
New York
$91K +$53.9K +240 +145%
FP
1023
Financial Perspectives
Minnesota
$90.4K – – –
OIA
1024
Optimum Investment Advisors
Illinois
$90.4K – – –
SS
1025
Sunbelt Securities
Texas
$87.6K +$87.6K +390 New
39 40
41
42 43