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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 %
RBFC
1076
Roman Butler Fullerton & Co
Missouri
$217K +$260 +1 +0.1%
PMSA
1077
Patrick M. Sweeney & Associates
Illinois
$216K +$216K +796 New
PMG
1078
ProVise Management Group
Florida
$216K +$216K +795 New
GSAM
1079
Grant Street Asset Management
Pennsylvania
$215K +$215K +793 New
CGL
1080
Clarius Group LLC
Washington
$215K -$38.3K -141 -15%
CIG
1081
Cascade Investment Group
Colorado
$214K +$214K +789 New
FHWM
1082
Fox Hill Wealth Management
Massachusetts
$213K +$213K +782 New
C
1083
Certuity
Florida
$212K -$46.2K -170 -18%
CIM
1084
Cambria Investment Management
California
$211K -$930K -3,423 -82%
T
1085
TOBAM
France
$211K -$37.7K -139 -15%
GM
1086
GeoWealth Management
Illinois
$211K +$211K +776 New
LIA
1087
LBMC Investment Advisors
Tennessee
$211K +$211K +775 New
FSA
1088
Franklin Street Advisors
North Carolina
$209K +$209K +770 New
GFA
1089
Gallagher Fiduciary Advisors
Illinois
$207K +$207K +762 New
MWM
1090
Modera Wealth Management
New Jersey
$207K +$207K +761 New
GHA
1091
Granite Harbor Advisors
Texas
$206K +$206K +760 New
HFP
1092
Holistic Financial Partners
Indiana
$206K +$206K +758 New
BMC
1093
Benin Management Corp
Connecticut
$206K +$206K +758 New
WA
1094
Waverly Advisors
Alabama
$206K +$206K +757 New
NW
1095
Naviter Wealth
Arkansas
$204K +$204K +751 New
BWA
1096
Beam Wealth Advisors
Louisiana
$204K -$67.9K -250 -25%
AFT
1097
Alpha Family Trust
California
$204K +$204K +750 New
CFD
1098
Creative Financial Designs
Indiana
$203K +$5.16K +19 +3%
IA
1099
Insight Advisors
Pennsylvania
$202K +$202K +744 New
BFA
1100
Brendel Financial Advisors
New Hampshire
$202K +$202K +745 New
42 43
44
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