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Constellation Brands

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
Name Holding Trade Value Shares
Change
Shares
Change %
HBW
1026
Hazlett, Burt & Watson
West Virginia
$232K +$18.1K +75 +8%
NRW
1027
Nova R Wealth
Kansas
$232K +$232K +960 New
RCG
1028
Regatta Capital Group
California
$231K +$1.69K +7 +0.7%
1IA
1029
1834 Investment Advisors
Wisconsin
$230K -$148K -614 -39%
C
1030
Certuity
Florida
$230K -$22K -91 -9%
SVWAG
1031
Sound View Wealth Advisors Group
Georgia
$229K -$82K -339 -26%
LFP
1032
Leeward Financial Partners
Washington
$229K -$2.57M -10,619 -92%
CFGS
1033
Concourse Financial Group Securities
Alabama
$228K +$37.2K +154 +19%
SFA
1034
Seneca Financial Advisors
New York
$227K +$725 +3 +0.3%
GA
1035
Geller Advisors
New York
$227K -$12.8K -53 -5%
CIA
1036
Cohen Investment Advisors
New Hampshire
$227K -$3.63K -15 -2%
BJL
1037
Brighton Jones LLC
Washington
$226K +$26.1K +108 +13%
CGL
1038
Clarius Group LLC
Washington
$226K -$7.74K -32 -3%
BBI
1039
Baxter Bros Inc
Connecticut
$225K +$1.45K +6 +0.6%
MMG
1040
Monetary Management Group
Missouri
$224K -$116K -480 -34%
T
1041
TOBAM
France
$222K -$45.3K -187 -17%
WG
1042
Welch Group
Alabama
$222K -$242 -1 -0.1%
WE
1043
Wealth Effects
Massachusetts
$221K +$16.9K +70 +8%
PWPS
1044
Pinnacle Wealth Planning Services
Ohio
$220K
PWG
1045
Portside Wealth Group
Utah
$220K +$3.63K +15 +2%
SWM
1046
Seed Wealth Management
Illinois
$220K
KCIC
1047
Kuhn & Co Investment Counsel
Illinois
$218K +$218K +900 New
FCFC
1048
First Citizens Financial Corp
Iowa
$215K
CWM
1049
Connecticut Wealth Management
Connecticut
$214K +$214K +885 New
CA
1050
Callahan Advisors
Texas
$213K