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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 %
LA
1001
LM Advisors
California
$250K +$250K +1,033 New
PA
1002
PFG Advisors
Arizona
$250K – – –
TSW
1003
Thompson Siegel & Walmsley
Virginia
$248K – – –
MA
1004
Modus Advisors
Minnesota
$248K +$25.6K +106 +12%
AL
1005
Aspiriant LLC
California
$246K -$3.63K -15 -1%
CMI
1006
Clare Market Investments
Texas
$245K +$725 +3 +0.3%
MFG
1007
Merit Financial Group
Georgia
$244K -$58K -240 -19%
TF
1008
Tompkins Financial
New York
$243K – – –
WPC
1009
Waters Parkerson & Co
Louisiana
$242K – – –
DDPIC
1010
Deroy & Devereaux Private Investment Counsel
Michigan
$242K – – –
CCG
1011
Ceeto Capital Group
Florida
$242K – – –
GAB
1012
German American Bancorp
Indiana
$242K – – –
BWM
1013
Buckley Wealth Management
Nevada
$242K – – –
BWA
1014
Beam Wealth Advisors
Louisiana
$242K – – –
BB
1015
Berkshire Bank
Massachusetts
$242K – – –
NAM
1016
NorthCrest Asset Manangement
Minnesota
$242K +$22.7K +94 +10%
VCG
1017
Vantage Consulting Group
Virginia
$241K +$10.2K +42 +4%
MWM
1018
Mattern Wealth Management
Kansas
$239K +$239K +987 New
FA
1019
Fortis Advisors
Pennsylvania
$237K – – –
HSWM
1020
Hubbell Strickland Wealth Management
Louisiana
$236K – – –
SAG
1021
SageView Advisory Group
California
$236K +$17.1K +69 +8%
Axa
1022
Axa
France
$235K +$41.6K +172 +21%
Capstone Investment Advisors
1023
Capstone Investment Advisors
New York
$235K -$305K -1,261 -56%
CI
1024
Conning Inc
Connecticut
$235K +$3.63K +15 +2%
IF
1025
Intrua Financial
Texas
$233K +$967 +4 +0.4%
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