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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 %
MRCM
1026
M&R Capital Management
New Jersey
$86.3K -$63.2K -280 -42%
FFA
1027
Farther Finance Advisors
California
$79.1K +$34.3K +152 +77%
GWS
1028
Glassman Wealth Services
Virginia
$75.2K -$22.1K -98 -23%
OSNBOA
1029
Old Second National Bank of Aurora
Illinois
$75K -$45.2K -200 -38%
GPI
1030
General Partner Inc
Pennsylvania
$75K – – –
POIA
1031
Pin Oak Investment Advisors
Texas
$72K – – –
WAM
1032
Worth Asset Management
Texas
$68.1K – – –
LJHT
1033
Laurie J. Hall Trustee
$68K – – –
SVCP
1034
Silicon Valley Capital Partners
California
$67.8K +$21.9K +97 +48%
CYG
1035
Clean Yield Group
Vermont
$67.8K – – –
GTAM
1036
Global Trust Asset Management
Florida
$63.2K – – –
WPWM
1037
Western Pacific Wealth Management
Illinois
$61.9K -$26.4K -117 -30%
TCA
1038
Trifecta Capital Advisors
Illinois
$58.3K +$56.5K +250 +3,125%
CWP
1039
Concord Wealth Partners
Virginia
$58.1K -$4.52K -20 -7%
FMII
1040
Farmers & Merchants Investments Inc
Nebraska
$57.6K – – –
OCM
1041
Osterweis Capital Management
California
$56.5K – – –
BCM
1042
Blume Capital Management
California
$56.5K – – –
FCB
1043
First Command Bank
Texas
$56.5K – – –
FCFS
1044
First Command Financial Services
Texas
$56.5K – – –
AFG
1045
Albion Financial Group
Utah
$55.3K – – –
CAL
1046
Capital Advisors Ltd
Ohio
$55K -$18.9K -84 -26%
CT
1047
Cambridge Trust
Massachusetts
$52.4K -$8.36K -37 -14%
PFBT
1048
Parkside Financial Bank & Trust
Missouri
$51.5K -$4.52K -20 -8%
PPC
1049
Park Place Capital
Alabama
$51.1K -$11.1K -49 -18%
PAG
1050
Paladin Advisory Group
Iowa
$50.4K +$50.4K +223 New
40 41
42
43 44