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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 %
CC
1051
Courier Capital
New York
$227K +$227K +835 New
FA
1052
Fortis Advisors
Pennsylvania
$226K -$40.8K -150 -15%
ZCM
1053
Ziegler Capital Management
Illinois
$226K -$1.18M -4,358 -84%
BSW
1054
Buckingham Strategic Wealth
Missouri
$225K +$225K +828 New
MHR
1055
Matthew Hamilton Rosenberg
$224K +$16K +60 +8%
FNBTCON
1056
First National Bank & Trust Co of Newtown
Pennsylvania
$224K -$10.9K -40 -5%
CWM
1057
Connecticut Wealth Management
Connecticut
$223K -$17.1K -63 -7%
GHAM
1058
Gilman Hill Asset Management
Connecticut
$223K -$13.6K -50 -6%
VSQM
1059
V-Square Quantitative Management
Illinois
$223K – – –
SGCA
1060
Steel Grove Capital Advisors
Tennessee
$222K +$222K +818 New
AAP
1061
Aristotle Atlantic Partners
Florida
$222K -$2.03M -7,477 -90%
RWA
1062
Redhawk Wealth Advisors
Minnesota
$221K -$102K -377 -32%
FGA
1063
Fortis Group Advisors
New Jersey
$220K +$220K +811 New
CCG
1064
Chatham Capital Group
Georgia
$220K +$220K +810 New
MSA
1065
Marino Stram & Associates
Massachusetts
$220K +$220K +810 New
SVWAG
1066
Sound View Wealth Advisors Group
Georgia
$220K -$37.5K -138 -15%
BFG
1067
Bouchey Financial Group
New York
$220K +$220K +808 New
PA
1068
Probity Advisors
Texas
$219K -$18.8K -69 -8%
FAFN
1069
First Affirmative Financial Network
Colorado
$219K -$6.8K -25 -3%
QCG
1070
Quadrant Capital Group
Ohio
$218K -$15.8K -58 -7%
FC
1071
Financial Council
Maryland
$218K +$218K +803 New
9WM
1072
9258 Wealth Management
Ohio
$218K +$218K +802 New
TA
1073
Tactive Advisors
Florida
$217K +$217K +800 New
EWM
1074
Empirical Wealth Management
Washington
$217K +$217K +799 New
GSB
1075
Greenfield Savings Bank
Massachusetts
$217K -$10.1K -37 -4%
41 42
43
44 45