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Constellation Brands
STZ

Overview Fund Activity

1,253 hedge funds and large institutions have $31.8B invested in Constellation Brands in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+47
Holders Change %
+3.9%
% of All Funds
20.22%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
155
Increased
447
Reduced
449
Closed
84
Calls
$556M
Puts
$548M
Net Calls
+$8.44M
Net Calls Change
+$209M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$366M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$333M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$312M
4
AWA
Arete Wealth Advisors
Illinois
+$284M
5
Morgan Stanley
Morgan Stanley
New York
+$211M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$581M
2
Amundi
Amundi
France
-$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$200M
4
Marshall Wace
Marshall Wace
United Kingdom
-$79.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGA
1026
Seaport Global Advisors
Massachusetts
$208K +$9.73K +42 +5%
KOCAA
1027
Knights of Columbus Asset Advisors
Connecticut
$206K – – –
GIA
1028
Gladstone Institutional Advisory
Florida
$205K +$3.01K +13 +1%
GSB
1029
Greenfield Savings Bank
Massachusetts
$203K -$30.6K -132 -13%
EWA
1030
EverSource Wealth Advisors
Alabama
$202K -$20.4K -88 -9%
HC
1031
HNP Capital
New York
$201K -$72.1K -311 -26%
WA
1032
Wealth Architects
California
$201K +$201K +866 New
CT
1033
Columbia Trust
Oregon
$200K +$200K +863 New
IAS
1034
Insigneo Advisory Services
Florida
$200K +$200K +863 New
ST
1035
Smithfield Trust
Pennsylvania
$198K +$2.33K +10 +1%
EI
1036
Ellevest Inc
New York
$194K +$10.9K +47 +6%
FA
1037
Fortis Advisors
Pennsylvania
$193K – – –
QCG
1038
Quadrant Capital Group
Ohio
$185K +$463 +2 +0.3%
CSPIA
1039
Cary Street Partners Investment Advisory
Virginia
$177K +$177K +764 New
CFD
1040
Creative Financial Designs
Indiana
$176K -$1.62K -7 -0.9%
CAS
1041
Coppell Advisory Solutions
Texas
$174K +$174K +751 New
CASC
1042
Coppell Advisory Solutions Corp
Texas
$174K +$174K +751 New
CT
1043
Colonial Trust
South Carolina
$172K +$172K +741 New
IUHSA
1044
Itau Unibanco Holding S.A.
Brazil
$172K -$20K -85 -10%
BWP
1045
Baldwin Wealth Partners
Massachusetts
$170K +$9.27K +40 +6%
Dimensional Fund Advisors
1046
Dimensional Fund Advisors
Texas
$170K -$4.88K -21,065 -3%
CFGS
1047
Concourse Financial Group Securities
Alabama
$157K -$13.2K -57 -8%
MHR
1048
Matthew Hamilton Rosenberg
$156K – – –
MRCM
1049
M&R Capital Management
New Jersey
$153K -$130K -563 -46%
GBT
1050
Grove Bank & Trust
Florida
$150K -$67.6K -291 -31%
40 41
42
43 44