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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 %
BAM
1176
Baldrige Asset Management
Pennsylvania
$1K +$1K +5 New
TAM
1177
Tucker Asset Management
Colorado
$904 +$904 +4 New
FSWA
1178
Financial Synergies Wealth Advisors
Texas
$678 – – –
PAI
1179
Pittenger & Anderson Inc
Nebraska
$452 -$50.4K -223 -99%
WA
1180
WestEnd Advisors
North Carolina
$452 -$464 -2 Closed
BA
1181
Bellwether Advisors
Nebraska
$175 – – –
PFA
1182
Pathway Financial Advisers
Indiana
$149 -$59.6K -400 -100%
AM
1183
AGF Management
Ontario, Canada
– -$155M -669,946 Closed
EAM
1184
Eagle Asset Management
Florida
– -$62.2M -273,289 Closed
Los Angeles Capital Management
1185
Los Angeles Capital Management
California
– -$42.6M -183,844 Closed
JCM
1186
Junto Capital Management
New York
– -$35.1M -151,519 Closed
CCMG
1187
Clark Capital Management Group
Pennsylvania
– -$28.5M -122,899 Closed
CM
1188
Cercano Management
Washington
– -$18.7M -80,804 Closed
CSS
1189
Cubist Systematic Strategies
Connecticut
– -$17.3M -74,699 Closed
ADEF
1190
Adams Diversified Equity Fund
Maryland
– -$16.4M -70,600 Closed
AIA
1191
Avalon Investment & Advisory
Texas
– -$15.4M -66,604 Closed
Hudson Bay Capital Management
1192
Hudson Bay Capital Management
Connecticut
– -$13.9M -60,000 Closed
BSA
1193
Braun Stacey Associates
New York
– -$12.5M -53,733 Closed
SAM
1194
Scopus Asset Management
New York
– -$11.6M -50,000 Closed
MIM
1195
Monashee Investment Management
Massachusetts
– -$9.27M -40,000 Closed
VRS
1196
Virginia Retirement Systems
Virginia
– -$7.72M -33,300 Closed
Two Sigma Investments
1197
Two Sigma Investments
New York
– -$7.03M -30,321 Closed
SAM
1198
Sabadell Asset Management
Spain
– -$6.41M -28,790 Closed
Ninety One (UK)
1199
Ninety One (UK)
United Kingdom
– -$5.66M -24,405 Closed
CA
1200
Cornerstone Advisors
North Carolina
– -$5.1M -22,000 Closed
46 47
48
49 50