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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
1
T. Rowe Price Associates
Maryland
$1.78B
2
Capital International Investors
2
Capital International Investors
California
$1.47B
3
Barclays
3
Barclays
United Kingdom
$328M
4
Invesco
4
Invesco
Georgia
$688M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$454M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$709M
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$726M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$266M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$93.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
1051
Fairfield Financial Advisors
Massachusetts
$48.7K +$224 +1 +0.5%
JFGIW
1052
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47.9K +$36.1K +160 +308%
GEA
1053
Glen Eagle Advisors
New Jersey
$46.8K +$2.94K +13 +7%
BFPW
1054
BOK Financial Private Wealth
Colorado
$44.5K -$19K -84 -30%
QC
1055
Quent Capital
New York
$43.8K – – –
WPA
1056
West Paces Advisors
Georgia
$43.4K – – –
CCM
1057
Chilton Capital Management
Texas
$40.7K +$40.7K +180 New
LC
1058
Lindbrook Capital
California
$39.5K -$8.36K -37 -17%
Jones Financial Companies
1059
Jones Financial Companies
Missouri
$39.3K +$17.8K +79 +83%
KLWA
1060
Kelly Lawrence W & Associates
California
$38.4K – – –
NIC
1061
Northwest Investment Counselors
Oregon
$38.4K – – –
MCM
1062
MV Capital Management
Maryland
$37.7K +$3.39K +15 +10%
TC
1063
Truvestments Capital
Florida
$37.1K – – –
Loomis, Sayles & Company
1064
Loomis, Sayles & Company
Massachusetts
$37K -$16K -70 -30%
RI
1065
Ridgewood Investments
New Jersey
$37K +$37K +164 New
CM
1066
Capula Management
Cayman Islands
$35.7K -$1.47M -6,488 -98%
OC
1067
Oakworth Capital
Alabama
$35K – – –
TF
1068
Tompkins Financial
New York
$33.9K – – –
HWA
1069
Heritage Wealth Advisors
Virginia
$33.9K – – –
BIA
1070
Bell Investment Advisors
California
$33.2K -$452 -2 -1%
TC
1071
Tacita Capital
Ontario, Canada
$33K – – –
GWM
1072
Geneos Wealth Management
Colorado
$31.4K -$22.6K -100 -42%
BWM
1073
Baystate Wealth Management
Massachusetts
$30.8K +$226 +1 +0.7%
CFFP
1074
Center for Financial Planning
Michigan
$30.5K – – –
PO
1075
Private Ocean
California
$30.3K +$2.03K +9 +7%
41 42
43
44 45