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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
$3.18B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$810M
3
Capital World Investors
Capital World Investors
California
$2.46B
4
DCP
D1 Capital Partners
New York
$178M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.72B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.68B
2
Marshall Wace
Marshall Wace
United Kingdom
$12M
3
Citadel Advisors
Citadel Advisors
Florida
$72.8M
4
BlackRock
BlackRock
New York
$2.78B
5
ECM
ExodusPoint Capital Management
New York
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
1026
Concurrent Investment Advisors
Florida
$241K -$890K -3,276 -79%
SWM
1027
Seed Wealth Management
Illinois
$239K – – –
FWP
1028
FAS Wealth Partners
Kansas
$238K -$109K -400 -31%
SMA
1029
Sage Mountain Advisors
Georgia
$236K +$236K +870 New
SWM
1030
Stockman Wealth Management
Montana
$235K +$4.08K +15 +2%
PWG
1031
Portside Wealth Group
Utah
$235K -$12.5K -46 -5%
EW
1032
Evoke Wealth
California
$234K +$234K +862 New
ICG
1033
InterOcean Capital Group
Tennessee
$233K +$4.89K +18 +2%
CA
1034
Callahan Advisors
Texas
$233K -$6.79K -25 -3%
PJWM
1035
Philip James Wealth Mangement
Georgia
$232K +$232K +855 New
CRWM
1036
Castle Rock Wealth Management
California
$232K -$31.2K -123 -12%
SWM
1037
SeaCrest Wealth Management
New York
$232K +$232K +853 New
JCM
1038
Jacobsen Capital Management
Utah
$232K – – –
Los Angeles Capital Management
1039
Los Angeles Capital Management
California
$231K -$849K -3,125 -79%
WAM
1040
WNY Asset Management
New York
$231K -$54.1K -199 -19%
ST
1041
Smithfield Trust
Pennsylvania
$231K – – –
SCG
1042
Sonata Capital Group
Washington
$231K – – –
BI
1043
Ballast Inc
Kentucky
$231K -$204K -749 -47%
JAG
1044
Journey Advisory Group
Kentucky
$231K +$231K +850 New
FPAS
1045
Focus Partners Advisor Solutions
Missouri
$230K +$230K +847 New
SIM
1046
Sentry Investment Management
Wisconsin
$230K – – –
PGWM
1047
Pitti Group Wealth Management
New York
$230K -$2.68K -10 -1%
BFO
1048
Boston Family Office
Massachusetts
$229K -$8.95K -33 -4%
FFA
1049
Fragasso Financial Advisors
Pennsylvania
$228K +$228K +838 New
TCOTS
1050
Trust Company of the South
North Carolina
$227K -$4.62K -17 -2%
40 41
42
43 44