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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 %
JFGIW
1176
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.1K +$12.1K +52 New
WAS
1177
Winch Advisory Services
Wisconsin
$12K – – –
FWM
1178
Focused Wealth Management
New York
$12K – – –
DWP
1179
Destiny Wealth Partners
Florida
$11.8K – – –
HWM
1180
HighMark Wealth Management
Minnesota
$11.4K +$1.39K +6 +14%
Point72 Asset Management
1181
Point72 Asset Management
Connecticut
$11.4K +$11.4K +49 New
NC
1182
NewSquare Capital
Pennsylvania
$10.7K +$9.5K +41 +820%
CA
1183
Centerpoint Advisors
Massachusetts
$10K – – –
TSWM
1184
Tyler-Stone Wealth Management
Ohio
$10K – – –
LFA
1185
Legend Financial Advisors
Pennsylvania
$9.97K – – –
CFO
1186
CVA Family Office
Colorado
$9.3K -$2.32K -10 -20%
BEI
1187
Benjamin Edwards Inc
Missouri
$9K – – –
RG
1188
Retirement Group
California
$9K +$9K +40 New
MWM
1189
Mascoma Wealth Management
New Hampshire
$8.81K – – –
CTA
1190
Colonial Trust Advisors
South Carolina
$8.81K +$8.81K +38 New
CAC
1191
Core Alternative Capital
Georgia
$8.59K -$3.25K -14 -27%
CB
1192
Centennial Bank
Arkansas
$8.11K +$8.11K +35 New
AAG
1193
Armstrong Advisory Group
Massachusetts
$7.88K +$7.88K +34 New
BWM
1194
BerganKDV Wealth Management
Minnesota
$7.5K +$3.52K +15 +88%
CWM
1195
CarsonAllaria Wealth Management
Illinois
$7K – – –
HCP
1196
Hexagon Capital Partners
Arkansas
$6.95K – – –
NMG
1197
New Millennium Group
Utah
$6.53K – – –
CWM
1198
Cedar Wealth Management
California
$6.49K – – –
Citadel Advisors
1199
Citadel Advisors
Florida
$6.26K -$65.9M -284,377 -100%
PMFA
1200
Plante Moran Financial Advisors
Michigan
$6.03K +$6.03K +26 New
46 47
48
49 50