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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 %
SWM
1001
Seed Wealth Management
Illinois
$222K – – –
SGA
1002
Seaport Global Advisors
Massachusetts
$221K – – –
VWA
1003
V Wealth Advisors
Kansas
$220K -$11.8K -48 -5%
WPW
1004
Waldron Private Wealth
Pennsylvania
$220K -$172K -697 -44%
FCFC
1005
First Citizens Financial Corp
Iowa
$219K +$219K +891 New
CT
1006
Columbia Trust
Oregon
$217K +$217K +883 New
CA
1007
Callahan Advisors
Texas
$217K +$217K +881 New
IC
1008
Inscription Capital
Texas
$217K +$217K +880 New
GSB
1009
Greenfield Savings Bank
Massachusetts
$216K +$216K +877 New
PWG
1010
Portside Wealth Group
Utah
$215K +$215K +873 New
GHAM
1011
Gilman Hill Asset Management
Connecticut
$214K +$214K +870 New
NW
1012
NewEdge Wealth
Pennsylvania
$213K -$14K -57 -6%
FAFN
1013
First Affirmative Financial Network
Colorado
$211K -$49.5K -201 -19%
BJL
1014
Brighton Jones LLC
Washington
$209K +$209K +850 New
SWM
1015
Stockman Wealth Management
Montana
$209K +$209K +850 New
CHP
1016
Cable Hill Partners
Oregon
$209K +$209K +850 New
SCG
1017
Sonata Capital Group
Washington
$209K +$209K +850 New
CCM
1018
Carlson Capital Management
Minnesota
$208K +$208K +846 New
WE
1019
Wealth Effects
Massachusetts
$208K +$208K +845 New
BMC
1020
Benin Management Corp
Connecticut
$207K +$207K +840 New
DWT
1021
Dorsey & Whitney Trust
South Dakota
$205K +$205K +833 New
ST
1022
Smithfield Trust
Pennsylvania
$205K +$9.22K +37 +5%
GIA
1023
Gladstone Institutional Advisory
Florida
$205K -$14K -57 -6%
SGCA
1024
Steel Grove Capital Advisors
Tennessee
$201K +$201K +818 New
FAG
1025
Fortitude Advisory Group
Washington
$201K +$201K +815 New
39 40
41
42 43