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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 %
OCM
1101
Osterweis Capital Management
California
$57.9K – – –
BCM
1102
Blume Capital Management
California
$57.9K – – –
PFBT
1103
Parkside Financial Bank & Trust
Missouri
$57.5K +$6.49K +28 +13%
AFG
1104
Albion Financial Group
Utah
$56.8K – – –
MWM
1105
MinichMacGregor Wealth Management
New York
$56.5K +$56.5K +243 New
GWM
1106
Geneos Wealth Management
Colorado
$55.4K -$15.5K -67 -22%
CAL
1107
Capital Advisors Ltd
Ohio
$55K +$35.1K +210 +176%
Loomis, Sayles & Company
1108
Loomis, Sayles & Company
Massachusetts
$54K +$52.4K +225 +3,214%
PAI
1109
Pittenger & Anderson Inc
Nebraska
$52.1K +$52.1K +225 New
FFA
1110
Fairfield Financial Advisors
Massachusetts
$50K +$231 +1 +0.5%
LC
1111
Lindbrook Capital
California
$49.1K -$141K -607 -74%
NFSG
1112
Newbridge Financial Services Group
Florida
$48K +$44.7K +193 +1,379%
SVCP
1113
Silicon Valley Capital Partners
California
$47K +$47K +203 New
FFA
1114
Farther Finance Advisors
California
$45.9K +$45.9K +198 New
GEA
1115
Glen Eagle Advisors
New Jersey
$45K +$1.39K +6 +3%
QC
1116
Quent Capital
New York
$45K +$9.27K +40 +26%
WPA
1117
West Paces Advisors
Georgia
$44.5K – – –
HNWAG
1118
High Net Worth Advisory Group
Florida
$44K – – –
NIC
1119
Northwest Investment Counselors
Oregon
$39.4K +$39.4K +170 New
KLWA
1120
Kelly Lawrence W & Associates
California
$39.4K – – –
SSG
1121
Summit Securities Group
New York
$38K -$569K -2,471 -94%
TC
1122
Truvestments Capital
Florida
$37.9K +$231 +1 +0.6%
OC
1123
Oakworth Capital
Alabama
$35.9K – – –
LS
1124
Leelyn Smith
Illinois
$35.2K – – –
VWM
1125
Valley Wealth Managers
New Jersey
$35.2K +$9.04K +39 +35%
43 44
45
46 47