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Constellation Brands
STZ

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.06B
2
SC
2
Sculptor Capital
New York
$242M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$340M
4
Citadel Advisors
4
Citadel Advisors
Florida
$336M
5
Boston Partners
5
Boston Partners
Massachusetts
$156M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$598M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$393M
3
Capital International Investors
3
Capital International Investors
California
$2.03B
4
Holocene Advisors
4
Holocene Advisors
New York
$5.76M
5
PF
5
Phoenix Financial
Israel
$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
1126
Carolinas Wealth Consulting
North Carolina
$69.6K +$46.6K +193 +203%
GTAM
1127
Global Trust Asset Management
Florida
$67.7K – – –
Loomis, Sayles & Company
1128
Loomis, Sayles & Company
Massachusetts
$65K +$14.7K +61 +29%
BTI
1129
Blue Trust Inc
Georgia
$64K -$24.8K -98 -28%
FMII
1130
Farmers & Merchants Investments Inc
Nebraska
$61.6K – – –
BFPW
1131
BOK Financial Private Wealth
Colorado
$60.7K -$3.63K -15 -6%
OCM
1132
Osterweis Capital Management
California
$60.4K – – –
ATC
1133
Advantage Trust Company
Kansas
$60.4K +$60.4K +250 New
LS
1134
Livforsakringsbolaget Skandia
Sweden
$60.2K +$31.7K +131 +111%
CAL
1135
Capital Advisors Ltd
Ohio
$60K – – –
CFO
1136
CVA Family Office
Colorado
$59.3K +$59.3K +245 New
AFG
1137
Albion Financial Group
Utah
$59.2K – – –
WPWM
1138
Western Pacific Wealth Management
Illinois
$58.5K – – –
S
1139
Sachetta
Massachusetts
$58K +$58K +240 New
CWP
1140
Concord Wealth Partners
Virginia
$56.1K -$6.04K -25 -10%
CP
1141
Castleview Partners
Texas
$55.5K +$55.5K +230 New
CSC
1142
Caldwell Sutter Capital
California
$54.9K -$18.1K -75 -25%
PAG
1143
Paladin Advisory Group
Iowa
$53.9K – – –
FFA
1144
Fairfield Financial Advisors
Massachusetts
$52.9K +$242 +1 +0.5%
JFGIW
1145
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52.5K +$1.21K +5 +2%
SVCP
1146
Silicon Valley Capital Partners
California
$49.7K +$241 +1 +0.5%
GEA
1147
Glen Eagle Advisors
New Jersey
$49.6K -$484 -2 -1%
CT
1148
Cambridge Trust
Massachusetts
$48.4K -$7.01K -29 -13%
BCM
1149
Blume Capital Management
California
$48.4K – – –
SOW
1150
State of Wyoming
Wyoming
$47.9K +$725 +3 +2%
44 45
46
47 48