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Constellation Brands

1,224 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 418 increasing their positions, 464 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+40
Holders Change %
+3.38%
% of All Funds
19.3%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
120
Increased
418
Reduced
464
Closed
74
Calls
$624M
Puts
$416M
Net Calls
+$208M
Net Calls Change
+$191M
Name Holding Trade Value Shares
Change
Shares
Change %
OSNBOA
1076
Old Second National Bank of Aurora
Illinois
$81.7K
POIA
1077
Pin Oak Investment Advisors
Texas
$78K
OP
1078
ORG Partners
Indiana
$75K +$75K +303 New
CSC
1079
Caldwell Sutter Capital
California
$74.3K +$43.1K +175 +138%
WAM
1080
Worth Asset Management
Texas
$74.3K +$246 +1 +0.3%
BTI
1081
Blue Trust Inc
Georgia
$74K -$44.2K -196 -37%
LJHT
1082
Laurie J. Hall Trustee
$74K
CYG
1083
Clean Yield Group
Vermont
$73.8K
GTAM
1084
Global Trust Asset Management
Florida
$68.9K
BAAM
1085
Baker Avenue Asset Management
California
$67.9K +$51.7K +210 +318%
WPWM
1086
Western Pacific Wealth Management
Illinois
$67.4K
FMII
1087
Farmers & Merchants Investments Inc
Nebraska
$64K +$1.23K +5 +2%
TCA
1088
Trifecta Capital Advisors
Illinois
$63.5K
CWP
1089
Concord Wealth Partners
Virginia
$63.3K
OCM
1090
Osterweis Capital Management
California
$61.5K
BCM
1091
Blume Capital Management
California
$61.5K
CAL
1092
Capital Advisors Ltd
Ohio
$61K +$980 +4 +2%
AFG
1093
Albion Financial Group
Utah
$60.3K
BFPW
1094
BOK Financial Private Wealth
Colorado
$59.3K +$10.8K +44 +22%
GWM
1095
Geneos Wealth Management
Colorado
$58.8K +$24.6K +100 +72%
PAG
1096
Paladin Advisory Group
Iowa
$54.9K
FFA
1097
Fairfield Financial Advisors
Massachusetts
$53.5K
LC
1098
Lindbrook Capital
California
$53.4K +$10.3K +42 +24%
IBOK
1099
Independence Bank of Kentucky
Kentucky
$52.9K +$49.2K +200 +1,333%
SSG
1100
Summit Securities Group
New York
$52K -$48.3K -195 -48%