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Constellation Brands

1,249 hedge funds and large institutions have $35.7B invested in Constellation Brands in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 459 increasing their positions, 478 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,249
Holders Change
+25
Holders Change %
+2.04%
% of All Funds
19.91%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.38%
New
116
Increased
459
Reduced
478
Closed
74
Calls
$572M
Puts
$525M
Net Calls
+$46.4M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
1151
Tacita Capital
Ontario, Canada
$36.4K
BIA
1152
Bell Investment Advisors
California
$35.7K -$4.52K -18 -11%
CFFP
1153
Center for Financial Planning
Michigan
$33.9K
PO
1154
Private Ocean
California
$33.7K
CSWM
1155
Cassady Schiller Wealth Management
Ohio
$31.4K
IRC
1156
Investors Research Corp
Georgia
$31.2K
KA
1157
Kozak & Associates
Colorado
$31K
HDIM
1158
Hanson & Doremus Investment Management
Vermont
$30K
ADL
1159
Asset Dedication LLC
California
$30K +$29.2K +115 +3,833%
LS
1160
Livforsakringsbolaget Skandia
Sweden
$29.7K
JFA
1161
JNBA Financial Advisors
Minnesota
$26.6K
ZB
1162
Zions Bancorporation
Utah
$26.4K
WWP
1163
WR Wealth Planners
Missouri
$25.8K +$251 +1 +1%
IPW
1164
Impact Partnership Wealth
Georgia
$25.6K +$23.6K +94 +1,175%
WSC
1165
Wellington Shields & Co
New York
$25.1K -$126K -500 -83%
VWM
1166
Valley Wealth Managers
New Jersey
$25.1K
SJIM
1167
St. Johns Investment Management
Florida
$25.1K
JPWM
1168
Jamison Private Wealth Management
Georgia
$25.1K +$25.1K +100 New
ITIM
1169
Indiana Trust & Investment Management
Indiana
$25.1K +$25.1K +100 New
NMG
1170
New Millennium Group
Utah
$24.6K +$22.1K +88 +880%
SL
1171
Salomon & Ludwin
Virginia
$24.6K +$24.6K +98 New
CCP
1172
Carmel Capital Partners
California
$23.9K +$23.9K +95 New
NCM
1173
Northwest Capital Management
Oregon
$22.6K
JWA
1174
JFS Wealth Advisors
Pennsylvania
$22.6K +$2.77K +11 +14%
CWC
1175
Carolinas Wealth Consulting
North Carolina
$22.2K -$1.4K -6 -6%