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Constellation Brands
STZ

Overview Fund Activity

1,183 hedge funds and large institutions have $31.2B invested in Constellation Brands in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 421 increasing their positions, 477 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,183
Holders Change
-70
Holders Change %
-5.59%
% of All Funds
18.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
87
Increased
421
Reduced
477
Closed
133
Calls
$736M
Puts
$720M
Net Calls
+$16.7M
Net Calls Change
+$8.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.78B
2
Capital International Investors
2
Capital International Investors
California
$1.47B
3
Barclays
3
Barclays
United Kingdom
$328M
4
Invesco
4
Invesco
Georgia
$688M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$454M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$709M
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$726M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$266M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$93.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
1151
Sound Income Strategies
Florida
$2.94K +$678 +3 +30%
APC
1152
Aspire Private Capital
North Carolina
$2.78K – – –
CIA
1153
Cape Investment Advisory
Georgia
$2.73K +$2.73K +12 New
KM
1154
Kalos Management
Georgia
$2.71K +$2.71K +12 New
SC
1155
Schubert & Co
Texas
$2.49K -$3.16K -14 -56%
CWM
1156
Cedar Wealth Management
California
$2.26K -$4.07K -18 -64%
YAL
1157
Your Advocates Ltd
Texas
$2.26K – – –
DAM
1158
Delta Asset Management
Tennessee
$2.26K – – –
NSG
1159
Nalls Sherbakoff Group
Tennessee
$2.25K +$2.25K +10 New
DI
1160
Disciplined Investments
Oklahoma
$2.03K -$226 -1 -10%
TIM
1161
Tortoise Investment Management
New York
$2.03K – – –
GCM
1162
Gables Capital Management
Florida
$2.03K +$2.03K +9 New
GFWA
1163
Grey Fox Wealth Advisors
Delaware
$2.03K +$2.03K +9 New
PCM
1164
Penserra Capital Management
California
$2K -$2.69M -13,459 -100%
RWPA
1165
Richard W. Paul & Associates
Michigan
$1.81K – – –
HWA
1166
HHM Wealth Advisors
Tennessee
$1.58K – – –
NFSG
1167
Newbridge Financial Services Group
Florida
$1.58K -$45.2K -200 -97%
SIC
1168
SJS Investment Consulting
Ohio
$1.36K -$904 -4 -40%
MA
1169
MCF Advisors
Kentucky
$1.36K – – –
FFC
1170
First Financial Corp
Indiana
$1.36K – – –
TFM
1171
TFC Financial Management
Massachusetts
$1.13K – – –
AAG
1172
Armstrong Advisory Group
Massachusetts
$1.13K -$6.55K -29 -85%
AP
1173
Atwood & Palmer
Missouri
$1.13K – – –
BC
1174
Barrett & Company
Rhode Island
$1.13K – – –
ADL
1175
Asset Dedication LLC
California
$1K -$1.67K -5 -63%
45 46
47
48 49