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Constellation Brands
STZ

Overview Fund Activity

1,313 hedge funds and large institutions have $39.6B invested in Constellation Brands in 2024 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 492 increasing their positions, 475 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
+21
Holders Change %
+1.63%
% of All Funds
19.03%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
134
Increased
492
Reduced
475
Closed
95
Calls
$456M
Puts
$508M
Net Calls
-$52M
Net Calls Change
-$163M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$898M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$368M
3
Capital World Investors
Capital World Investors
California
+$197M
4
DCP
D1 Capital Partners
New York
+$178M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$126M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$637M
2
Marshall Wace
Marshall Wace
United Kingdom
-$371M
3
Citadel Advisors
Citadel Advisors
Florida
-$306M
4
BlackRock
BlackRock
New York
-$144M
5
ECM
ExodusPoint Capital Management
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
1001
Barry Investment Advisors
Massachusetts
$267K -$16.3K -60 -6%
MWM
1002
Mattern Wealth Management
Kansas
$265K -$2.99K -11 -1%
CI
1003
Conning Inc
Connecticut
$264K – – –
IF
1004
Intrua Financial
Texas
$263K – – –
FNBOO
1005
First National Bank of Omaha
Nebraska
$262K -$3.11M -16,949 -92%
HBW
1006
Hazlett, Burt & Watson
West Virginia
$261K – – –
MAM
1007
McLean Asset Management
Virginia
$258K -$24.4K -93 -9%
HSWM
1008
Hubbell Strickland Wealth Management
Louisiana
$257K -$8.15K -30 -3%
WE
1009
Wealth Effects
Massachusetts
$257K +$8.15K +30 +3%
SFA
1010
Seneca Financial Advisors
New York
$256K +$816 +3 +0.3%
FFA
1011
First Foundation Advisors
California
$256K +$87.5K +322 +52%
CIA
1012
Cohen Investment Advisors
New Hampshire
$254K -$272 -1 -0.1%
BBI
1013
Baxter Bros Inc
Connecticut
$251K -$1.63K -6 -0.6%
MMG
1014
Monetary Management Group
Missouri
$251K – – –
GC
1015
Guidance Capital
Kentucky
$251K +$251K +971 New
VCG
1016
Vantage Consulting Group
Virginia
$250K -$20.7K -76 -8%
MA
1017
Modus Advisors
Minnesota
$249K -$28.8K -106 -10%
WG
1018
Welch Group
Alabama
$249K – – –
FWM
1019
FFT Wealth Management
Pennsylvania
$249K +$249K +916 New
PWPS
1020
Pinnacle Wealth Planning Services
Ohio
$248K – – –
BJL
1021
Brighton Jones LLC
Washington
$247K -$7.61K -28 -3%
KCIC
1022
Kuhn & Co Investment Counsel
Illinois
$246K +$1.09K +4 +0.4%
FCFC
1023
First Citizens Financial Corp
Iowa
$242K – – –
AFG
1024
Atomi Financial Group
New York
$242K +$242K +889 New
RWB
1025
RMR Wealth Builders
New Jersey
$241K +$241K +888 New
39 40
41
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