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Constellation Brands

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
Name Holding Trade Value Shares
Change
Shares
Change %
CPG
1151
Cornerstone Planning Group
New Jersey
$47.4K +$967 +4 +2%
GWMIA
1152
Global Wealth Management Investment Advisory
Florida
$47.1K
WPA
1153
West Paces Advisors
Georgia
$47.1K +$725 +3 +2%
GWS
1154
Glassman Wealth Services
Virginia
$46.4K +$9.43K +39 +25%
TC
1155
Truvestments Capital
Florida
$46.2K +$242 +1 +0.5%
MCM
1156
MV Capital Management
Maryland
$46.2K +$3.63K +15 +9%
ETC
1157
Exchange Traded Concepts
Oklahoma
$44.7K +$44.7K +185 New
QC
1158
Quent Capital
New York
$44K
AGWCA
1159
Annis Gardner Whiting Capital Advisors
Florida
$44K +$4.35K +18 +11%
CCM
1160
Chilton Capital Management
Texas
$43.5K
KLWA
1161
Kelly Lawrence W & Associates
California
$41.1K
DFA
1162
DHJJ Financial Advisors
Illinois
$40.1K
SWS
1163
SYSTM Wealth Solutions
Illinois
$39.4K -$210K -868 -84%
OC
1164
Oakworth Capital
Alabama
$37.5K
BIA
1165
Bell Investment Advisors
California
$37K +$2.66K +11 +8%
TCWA
1166
Turtle Creek Wealth Advisors
Texas
$36.7K +$36.7K +152 New
HWA
1167
Heritage Wealth Advisors
Virginia
$36.3K
RG
1168
Retirement Group
California
$35.5K +$25.9K +107 +268%
TC
1169
Tacita Capital
Ontario, Canada
$35.1K
CFFP
1170
Center for Financial Planning
Michigan
$35.1K +$2.42K +10 +7%
KI
1171
Kapitalo Investimentos
Brazil
$35.1K +$35.1K +145 New
ADL
1172
Asset Dedication LLC
California
$34K +$5.14K +21 +18%
PO
1173
Private Ocean
California
$32.4K
CSWM
1174
Cassady Schiller Wealth Management
Ohio
$30.2K
SI
1175
Scharf Investments
California
$30.2K -$278K -1,144 -90%