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Constellation Brands

1,292 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 496 increasing their positions, 457 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,292
Holders Change
+43
Holders Change %
+3.44%
% of All Funds
18.94%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
146
Increased
496
Reduced
457
Closed
87
Calls
$584M
Puts
$473M
Net Calls
+$111M
Net Calls Change
+$64.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
1101
Cetera Trust Company
Minnesota
$109K +$109K +450 New
CSB
1102
City State Bank
Iowa
$106K
CMBA
1103
C.M. Bidwell & Associates
Hawaii
$106K +$967 +4 +0.9%
KFI
1104
Key Financial Inc
Pennsylvania
$103K
EWM
1105
Evermay Wealth Management
Virginia
$100K +$242 +1 +0.2%
FMTCOCP
1106
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$98K -$48.3K -200 -33%
RIM
1107
Rakuten Investment Management
Japan
$97.6K +$97.6K +403 New
FP
1108
Financial Perspectives
Minnesota
$96.7K
DSC
1109
Duncker Streett & Co
Missouri
$96.7K
OIA
1110
Optimum Investment Advisors
Illinois
$96.7K
JSAM
1111
J. Safra Asset Management
New York
$92.8K +$6.04K +25 +7%
LC
1112
Lindbrook Capital
California
$92.1K +$31.9K +132 +53%
MRCM
1113
M&R Capital Management
New Jersey
$86.3K
JWM
1114
Janiczek Wealth Management
Colorado
$85.8K -$30.2K -125 -26%
NMM
1115
Naples Money Management
Florida
$82.9K +$82.9K +343 New
GPI
1116
General Partner Inc
Pennsylvania
$80.3K
SS
1117
Sunbelt Securities
Texas
$77.5K -$16.9K -70 -18%
POIA
1118
Pin Oak Investment Advisors
Texas
$77K
GBT
1119
Grove Bank & Trust
Florida
$75.2K
RIL
1120
Rothschild Investment LLC
Illinois
$74.9K +$74.9K +310 New
LJHT
1121
Laurie J. Hall Trustee
$73K
CYG
1122
Clean Yield Group
Vermont
$72.5K
AI
1123
AXS Investments
New York
$72.3K -$9.67K -40 -12%
SAI
1124
Systematic Alpha Investments
New Jersey
$70.1K +$70.1K +290 New
GWM
1125
Geneos Wealth Management
Colorado
$69.9K -$7.98K -33 -10%