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Constellation Brands
STZ

Overview Fund Activity

1,253 hedge funds and large institutions have $31.8B invested in Constellation Brands in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+47
Holders Change %
+3.9%
% of All Funds
20.22%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
155
Increased
447
Reduced
449
Closed
84
Calls
$556M
Puts
$548M
Net Calls
+$8.44M
Net Calls Change
+$209M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$366M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$333M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$312M
4
AWA
Arete Wealth Advisors
Illinois
+$284M
5
Morgan Stanley
Morgan Stanley
New York
+$211M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$581M
2
Amundi
Amundi
France
-$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$200M
4
Marshall Wace
Marshall Wace
United Kingdom
-$79.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPA
1076
First Pacific Advisors
California
$105K – – –
GWS
1077
Glassman Wealth Services
Virginia
$99.9K +$62.6K +270 +168%
KFI
1078
Key Financial Inc
Pennsylvania
$97.6K – – –
WT
1079
Washington Trust
Rhode Island
$93.9K -$57.9K -250 -38%
EWM
1080
Evermay Wealth Management
Virginia
$93.6K +$79.7K +344 +573%
OIA
1081
Optimum Investment Advisors
Illinois
$92.7K -$23.2K -100 -20%
FP
1082
Financial Perspectives
Minnesota
$92.7K – – –
RBC
1083
Romano Brothers & Co
Illinois
$92.7K +$92.7K +400 New
PFA
1084
Pathway Financial Advisers
Indiana
$92.7K +$92.7K +401 New
WPWM
1085
Western Pacific Wealth Management
Illinois
$90.6K +$32.7K +141 +56%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1086
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$79K -$59.1K -255 -43%
GPI
1087
General Partner Inc
Pennsylvania
$76.9K +$76.9K +332 New
POIA
1088
Pin Oak Investment Advisors
Texas
$74K – – –
LJHT
1089
Laurie J. Hall Trustee
$70K – – –
CT
1090
Clearstead Trust
Maine
$70K +$65.6K +284 +1,495%
WAM
1091
Worth Asset Management
Texas
$69.8K -$23.2K -100 -25%
CYG
1092
Clean Yield Group
Vermont
$69.5K – – –
BFPW
1093
BOK Financial Private Wealth
Colorado
$65.1K +$19.5K +84 +43%
GTAM
1094
Global Trust Asset Management
Florida
$64.9K – – –
CWP
1095
Concord Wealth Partners
Virginia
$64.2K +$64.2K +277 New
PPC
1096
Park Place Capital
Alabama
$64K +$64K +275 New
CT
1097
Cambridge Trust
Massachusetts
$63K -$4.22K -18 -6%
FMII
1098
Farmers & Merchants Investments Inc
Nebraska
$59.1K +$3.01K +13 +5%
FCB
1099
First Command Bank
Texas
$58K – – –
FCFS
1100
First Command Financial Services
Texas
$58K – – –
42 43
44
45 46