STZ icon

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 %
SWM
1051
Stockman Wealth Management
Montana
$219K – – –
SCG
1052
Sonata Capital Group
Washington
$219K – – –
KFI
1053
Key Financial Inc
Pennsylvania
$217K +$773 +3 +0.4%
IF
1054
Intrua Financial
Texas
$217K +$2.58K +10 +1%
TCOTS
1055
Trust Company of the South
North Carolina
$215K – – –
CFO
1056
Callan Family Office
Pennsylvania
$215K +$215K +834 New
JCM
1057
Jacobsen Capital Management
Utah
$215K -$3.35K -13 -2%
FFA
1058
Fragasso Financial Advisors
Pennsylvania
$212K -$3.61K -14 -2%
FNBTCON
1059
First National Bank & Trust Co of Newtown
Pennsylvania
$212K – – –
FWP
1060
FAS Wealth Partners
Kansas
$212K -$5.15K -20 -2%
TPW
1061
Transatlantique Private Wealth
New York
$211K +$211K +818 New
BWM
1062
Baron Wealth Management
Michigan
$210K -$7.99K -31 -4%
BJL
1063
Brighton Jones LLC
Washington
$210K -$35.1K -136 -14%
PGWM
1064
Pitti Group Wealth Management
New York
$209K – – –
FFA
1065
Farther Finance Advisors
California
$209K +$38.6K +150 +23%
CA
1066
Callahan Advisors
Texas
$209K -$11.9K -46 -5%
CCG
1067
Chatham Capital Group
Georgia
$209K – – –
MSA
1068
Marino Stram & Associates
Massachusetts
$209K – – –
EWA
1069
EP Wealth Advisors
California
$207K +$207K +805 New
MWM
1070
Modera Wealth Management
New Jersey
$207K +$207K +804 New
GSB
1071
Greenfield Savings Bank
Massachusetts
$206K – – –
AAP
1072
Aristotle Atlantic Partners
Florida
$206K – – –
5SA
1073
5th Street Advisors
Connecticut
$206K +$206K +800 New
JAG
1074
Journey Advisory Group
Kentucky
$206K – – –
RWB
1075
RMR Wealth Builders
New Jersey
$205K -$7.47K -29 -4%
41 42
43
44 45