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Constellation Brands

1,249 hedge funds and large institutions have $35.7B invested in Constellation Brands in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 459 increasing their positions, 478 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,249
Holders Change
+25
Holders Change %
+2.04%
% of All Funds
19.91%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.38%
New
116
Increased
459
Reduced
478
Closed
74
Calls
$572M
Puts
$525M
Net Calls
+$46.4M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Shares
Change %
MRCM
1101
M&R Capital Management
New Jersey
$89.7K
BTI
1102
Blue Trust Inc
Georgia
$86K +$5.64K +23 +7%
AI
1103
AXS Investments
New York
$85.2K +$63.8K +254 +299%
GPI
1104
General Partner Inc
Pennsylvania
$83.4K
GWM
1105
Geneos Wealth Management
Colorado
$80.9K +$20.9K +83 +35%
POIA
1106
Pin Oak Investment Advisors
Texas
$80K
GBT
1107
Grove Bank & Trust
Florida
$78.2K -$84.2K -335 -52%
OP
1108
ORG Partners
Indiana
$76.2K
CSC
1109
Caldwell Sutter Capital
California
$75.9K
BWL
1110
Bogart Wealth LLC
Virginia
$75.4K -$3.78M -15,025 -98%
LJHT
1111
Laurie J. Hall Trustee
$75K
TCA
1112
Trifecta Capital Advisors
Illinois
$72.4K +$7.54K +30 +12%
CYG
1113
Clean Yield Group
Vermont
$71.7K
GTAM
1114
Global Trust Asset Management
Florida
$70.4K
BFPW
1115
BOK Financial Private Wealth
Colorado
$66.9K +$6.28K +25 +10%
CWP
1116
Concord Wealth Partners
Virginia
$64.6K
FMII
1117
Farmers & Merchants Investments Inc
Nebraska
$64.1K -$1.26K -5 -2%
CAL
1118
Capital Advisors Ltd
Ohio
$63K
OCM
1119
Osterweis Capital Management
California
$62.8K
LC
1120
Lindbrook Capital
California
$62.6K +$8.04K +32 +15%
AFG
1121
Albion Financial Group
Utah
$61.6K
WPWM
1122
Western Pacific Wealth Management
Illinois
$60.8K -$8.04K -32 -12%
CT
1123
Cambridge Trust
Massachusetts
$57.6K +$7.29K +29 +15%
VAG
1124
VisionPoint Advisory Group
Texas
$57.5K +$57.5K +229 New
PAG
1125
Paladin Advisory Group
Iowa
$56K