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Constellation Brands
STZ

Overview Fund Activity

1,311 hedge funds and large institutions have $36.8B invested in Constellation Brands in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 495 increasing their positions, 523 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,311
Holders Change
-20
Holders Change %
-1.5%
% of All Funds
18.96%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
94
Increased
495
Reduced
523
Closed
99
Calls
$380M
Puts
$663M
Net Calls
-$283M
Net Calls Change
-$168M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$293M
2
BlackRock
BlackRock
New York
+$184M
3
Morgan Stanley
Morgan Stanley
New York
+$118M
4
Citadel Advisors
Citadel Advisors
Florida
+$108M
5
State Street
State Street
Massachusetts
+$104M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$205M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$130M
3
Capital World Investors
Capital World Investors
California
-$117M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$117M
5
JGC
J. Goldman & Co
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSWM
1026
Hubbell Strickland Wealth Management
Louisiana
$236K – – –
NCFG
1027
New Century Financial Group
New Jersey
$236K -$19.6K -76 -8%
PWPS
1028
Pinnacle Wealth Planning Services
Ohio
$235K +$258 +1 +0.1%
CIA
1029
Concurrent Investment Advisors
Florida
$234K -$35.3K -137 -13%
CIA
1030
Cohen Investment Advisors
New Hampshire
$233K -$12.4K -48 -5%
KCM
1031
KRS Capital Management
Michigan
$232K -$28.6K -111 -11%
KCIC
1032
Kuhn & Co Investment Counsel
Illinois
$232K -$1.03K -4 -0.4%
SWM
1033
Seed Wealth Management
Illinois
$232K – – –
RCG
1034
Regatta Capital Group
California
$232K +$5.15K +20 +2%
GHAM
1035
Gilman Hill Asset Management
Connecticut
$231K +$19.3K +75 +9%
CC
1036
Courier Capital
New York
$230K +$15.2K +59 +7%
AFG
1037
Atomi Financial Group
New York
$230K -$25.8K -100 -10%
FCFC
1038
First Citizens Financial Corp
Iowa
$230K – – –
VFA
1039
Voya Financial Advisors
Connecticut
$229K +$229K +885 New
WT
1040
Washington Trust
Rhode Island
$228K -$36.1K -140 -14%
FMC
1041
First Merchants Corp
Indiana
$227K +$227K +880 New
BFG
1042
Berger Financial Group
Minnesota
$226K -$41.2K -160 -15%
QCG
1043
Quadrant Capital Group
Ohio
$225K -$6.96K -27 -3%
SWM
1044
SeaCrest Wealth Management
New York
$224K +$1.03K +4 +0.5%
OBAM
1045
ODDO BHF Asset Management
France
$223K +$223K +867 New
ICP
1046
Interchange Capital Partners
Pennsylvania
$223K -$19.6K -76 -8%
GM
1047
GeoWealth Management
Illinois
$222K -$35.6K -138 -14%
MWA
1048
Meridian Wealth Advisors
Texas
$222K +$222K +862 New
MHR
1049
Matthew Hamilton Rosenberg
$221K +$12.9K +50 +6%
PJWM
1050
Philip James Wealth Mangement
Georgia
$220K +$773 +3 +0.4%
40 41
42
43 44