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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 %
MCM
1126
MV Capital Management
Maryland
$35.2K +$11.1K +48 +46%
TF
1127
Tompkins Financial
New York
$35K – – –
HWA
1128
Heritage Wealth Advisors
Virginia
$34.8K – – –
BIA
1129
Bell Investment Advisors
California
$34.5K -$3.01K -13 -8%
TC
1130
Tacita Capital
Ontario, Canada
$34K – – –
RFA
1131
Resurgent Financial Advisors
Georgia
$33.8K +$33.8K +146 New
ZB
1132
Zions Bancorporation
Utah
$32.2K +$18.5K +80 +136%
CFFP
1133
Center for Financial Planning
Michigan
$31.3K – – –
BWM
1134
Baystate Wealth Management
Massachusetts
$31K +$13.8K +60 +80%
KA
1135
Kozak & Associates
Colorado
$30K – – –
CSC
1136
Caldwell Sutter Capital
California
$29.4K +$29.4K +127 New
HDIM
1137
Hanson & Doremus Investment Management
Vermont
$29K – – –
PO
1138
Private Ocean
California
$29K -$4.87K -21 -14%
CSWM
1139
Cassady Schiller Wealth Management
Ohio
$29K +$29K +125 New
IRC
1140
Investors Research Corp
Georgia
$28.7K +$11.6K +50 +68%
JIR
1141
James Investment Research
Ohio
$28K -$43.3K -187 -61%
LS
1142
Livforsakringsbolaget Skandia
Sweden
$27.3K – – –
AI
1143
AXS Investments
New York
$25.7K +$25.7K +111 New
JFA
1144
JNBA Financial Advisors
Minnesota
$24.6K -$2.78K -12 -10%
JWA
1145
JFS Wealth Advisors
Pennsylvania
$23.9K -$1.62K -7 -6%
CWC
1146
Carolinas Wealth Consulting
North Carolina
$23.6K +$22.5K +97 +1,940%
WSC
1147
Wellington Shields & Co
New York
$23.2K – – –
SJIM
1148
St. Johns Investment Management
Florida
$23.2K – – –
TWA
1149
TCI Wealth Advisors
Arizona
$23.2K +$3.94K +17 +20%
EWM
1150
Endurance Wealth Management
Rhode Island
$23K – – –
44 45
46
47 48