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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$709M
2
AWA
Arete Wealth Advisors
Illinois
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$726M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$266M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$93.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
1076
Kozak & Associates
Colorado
$29.6K – – –
CSC
1077
Caldwell Sutter Capital
California
$28.7K – – –
Commonwealth Equity Services
1078
Commonwealth Equity Services
Massachusetts
$28.3K +$293 +1,299 +1%
CSWM
1079
Cassady Schiller Wealth Management
Ohio
$28.2K – – –
IRC
1080
Investors Research Corp
Georgia
$28K – – –
YDMI
1081
Y.D. More Investments
Israel
$27.1K +$27.1K +120 New
HDIM
1082
Hanson & Doremus Investment Management
Vermont
$27K -$446 -2 -2%
ONST
1083
Old North State Trust
North Carolina
$27K +$22.5K +100 +500%
LS
1084
Livforsakringsbolaget Skandia
Sweden
$26.6K – – –
AI
1085
AXS Investments
New York
$26K +$904 +4 +4%
ZB
1086
Zions Bancorporation
Utah
$25.8K -$5.65K -25 -18%
VWM
1087
Valley Wealth Managers
New Jersey
$25.5K -$8.81K -39 -26%
OAJ
1088
Ogorek Anthony Joseph
New York
$25K +$5.8K +26 +30%
JFA
1089
JNBA Financial Advisors
Minnesota
$23.9K – – –
WWP
1090
WR Wealth Planners
Missouri
$23.1K +$6.79K +30 +42%
CWC
1091
Carolinas Wealth Consulting
North Carolina
$23K – – –
EWM
1092
Endurance Wealth Management
Rhode Island
$23K – – –
SJIM
1093
St. Johns Investment Management
Florida
$22.6K – – –
SHIM
1094
Stone House Investment Management
Pennsylvania
$22.6K +$22.6K +100 New
SOW
1095
State of Wyoming
Wyoming
$21K +$678 +3 +3%
CAC
1096
Core Alternative Capital
Georgia
$19.9K +$11.5K +51 +138%
FMP
1097
Financial Management Professionals
Texas
$19K -$92.1K -412 -83%
JWA
1098
JFS Wealth Advisors
Pennsylvania
$18.5K -$4.74K -21 -20%
CBT
1099
Central Bank & Trust
Kentucky
$18.5K -$3.84K -17 -17%
C
1100
Covestor
United Kingdom
$18K +$1.6K +7 +10%
42 43
44
45 46