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Constellation Brands
STZ

Overview Fund Activity

1,331 hedge funds and large institutions have $37.5B invested in Constellation Brands in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 533 increasing their positions, 463 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
19.36%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.17%
New
123
Increased
533
Reduced
463
Closed
83
Calls
$360M
Puts
$475M
Net Calls
-$115M
Net Calls Change
-$63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$480M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$379M
3
Capital World Investors
Capital World Investors
California
+$217M
4
JGC
J. Goldman & Co
New York
+$111M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.4M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$184M
2
Invesco
Invesco
Georgia
-$149M
3
EIM
Elliott Investment Management
Florida
-$138M
4
JCM
Junto Capital Management
New York
-$130M
5
Barclays
Barclays
United Kingdom
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMSA
1101
Patrick M. Sweeney & Associates
Illinois
$205K – – –
GSAM
1102
Grant Street Asset Management
Pennsylvania
$204K – – –
BFG
1103
Bouchey Financial Group
New York
$203K -$4.1K -16 -2%
VSQM
1104
V-Square Quantitative Management
Illinois
$203K -$7.98K -31 -4%
CIM
1105
Cambria Investment Management
California
$202K +$2.32K +9 +1%
CCC
1106
Chesapeake Capital Corp
Florida
$202K +$202K +786 New
SAG
1107
SageView Advisory Group
California
$202K +$202K +785 New
BSW
1108
Buckingham Strategic Wealth
Missouri
$201K -$11.8K -46 -6%
FHWM
1109
Fox Hill Wealth Management
Massachusetts
$201K – – –
IIC
1110
Ironwood Investment Counsel
Arizona
$201K +$47.8K +534 +31%
FFA
1111
First Foundation Advisors
California
$199K -$44K -171 -18%
LI
1112
LRI Investments
Florida
$194K +$158K +616 +450%
CFD
1113
Creative Financial Designs
Indiana
$191K -$771 -3 -0.4%
MCM
1114
Manchester Capital Management
Vermont
$191K +$15.2K +59 +9%
TFF
1115
The Family Firm
Maryland
$184K +$184K +714 New
SIM
1116
Sentry Investment Management
Wisconsin
$181K -$37.1K -144 -17%
PFBT
1117
Parkside Financial Bank & Trust
Missouri
$173K +$2.57K +10 +2%
EMFAT
1118
Emerald Mutual Fund Advisers Trust
Pennsylvania
$173K -$4.37K -17 -2%
CT
1119
Colonial Trust
South Carolina
$172K +$11.6K +45 +7%
FFA
1120
Farther Finance Advisors
California
$170K +$27.9K +109 +20%
MG
1121
Mather Group
Illinois
$169K -$8.7K -32 -5%
GIBU
1122
Gulf International Bank (UK)
United Kingdom
$167K – – –
SAM
1123
Smartleaf Asset Management
Massachusetts
$155K +$87.8K +343 +131%
BIC
1124
Beach Investment Counsel
Pennsylvania
$154K +$154K +600 New
AF
1125
Advisornet Financial
Minnesota
$151K +$4.12K +16 +3%
43 44
45
46 47