STZ icon

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 %
BFO
1051
Boston Family Office
Massachusetts
$212K -$31.9K -132 -13%
PA
1052
Probity Advisors
Texas
$212K -$71.1K -294 -25%
GHAM
1053
Gilman Hill Asset Management
Connecticut
$210K
PGWM
1054
Pitti Group Wealth Management
New York
$209K +$16K +66 +8%
FNBTCON
1055
First National Bank & Trust Co of Newtown
Pennsylvania
$209K -$12.1K -50 -5%
QCG
1056
Quadrant Capital Group
Ohio
$208K -$3.87K -16 -2%
RBFC
1057
Roman Butler Fullerton & Co
Missouri
$208K +$208K +833 New
ST
1058
Smithfield Trust
Pennsylvania
$207K +$10.4K +43 +5%
TCOTS
1059
Trust Company of the South
North Carolina
$206K +$206K +852 New
JCM
1060
Jacobsen Capital Management
Utah
$206K +$206K +852 New
SWM
1061
Stockman Wealth Management
Montana
$205K
CCM
1062
Carlson Capital Management
Minnesota
$205K +$1.21K +5 +0.6%
SIM
1063
Sentry Investment Management
Wisconsin
$205K -$22.1K -91 -10%
SCG
1064
Sonata Capital Group
Washington
$205K
CA
1065
Calton & Associates
Florida
$205K +$205K +846 New
ICG
1066
InterOcean Capital Group
Tennessee
$203K +$203K +840 New
GSB
1067
Greenfield Savings Bank
Massachusetts
$202K -$6.04K -25 -3%
QCM
1068
Qsemble Capital Management
New York
$201K -$1.03M -4,270 -84%
FAFN
1069
First Affirmative Financial Network
Colorado
$200K -$6.77K -28 -3%
VSQM
1070
V-Square Quantitative Management
Illinois
$198K
MHR
1071
Matthew Hamilton Rosenberg
$189K +$27.1K +112 +17%
NICM
1072
Neo Ivy Capital Management
New York
$189K -$734K -3,035 -80%
PCM
1073
Penserra Capital Management
California
$180K -$37.4K -156 -17%
CFD
1074
Creative Financial Designs
Indiana
$176K +$4.35K +18 +3%
EMFAT
1075
Emerald Mutual Fund Advisers Trust
Pennsylvania
$173K +$24.4K +101 +16%