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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
$723M
2
Capital Research Global Investors
Capital Research Global Investors
California
$333M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$911M
4
AWA
Arete Wealth Advisors
Illinois
$284M
5
Morgan Stanley
Morgan Stanley
New York
$883M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$513M
2
Amundi
Amundi
France
$105M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$928M
4
Marshall Wace
Marshall Wace
United Kingdom
$7.81M
5
Citadel Advisors
Citadel Advisors
Florida
$6.26K
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
1201
Pinnacle Bancorp
Nebraska
$6K – – –
SC
1202
Schubert & Co
Texas
$5.79K -$927 -4 -14%
IWP
1203
IAG Wealth Partners
Wisconsin
$5.79K – – –
PP
1204
Pacifica Partners
Canada
$5.58K – – –
CWA
1205
Clearview Wealth Advisors
Oregon
$5.33K – – –
ONST
1206
Old North State Trust
North Carolina
$5K – – –
BCPWM
1207
Bradley & Co Private Wealth Management
Florida
$4.87K – – –
EE
1208
EWG Elevate
California
$4.87K +$4.87K +21 New
MPCL
1209
My Personal CFO LLC
Washington
$4.64K +$4.64K +20 New
AWM
1210
Activest Wealth Management
Florida
$4.4K – – –
LSA
1211
Lansing Street Advisors
Pennsylvania
$4.2K – – –
GI
1212
Gradient Investments
Minnesota
$3.71K -$1.85K -8 -33%
ARS
1213
Adirondack Retirement Specialists
New York
$3.48K – – –
SWA
1214
SOA Wealth Advisors
New York
$3.48K – – –
CA
1215
Corrado Advisors
New Jersey
$3.48K +$3.48K +15 New
HWMA
1216
Heritage Wealth Management (Arizona)
Arizona
$3.25K +$3.25K +14 New
WTA
1217
Washington Trust Advisors
Massachusetts
$3.24K -$21.3K -92 -87%
HWP
1218
Highline Wealth Partners
California
$3.01K – – –
IBOK
1219
Independence Bank of Kentucky
Kentucky
$3K – – –
APC
1220
Aspire Private Capital
North Carolina
$2.85K – – –
HCM
1221
Hollencrest Capital Management
California
$2.78K +$2.78K +12 New
DI
1222
Disciplined Investments
Oklahoma
$2.32K -$695 -3 -23%
SIS
1223
Sound Income Strategies
Florida
$2.32K – – –
YAL
1224
Your Advocates Ltd
Texas
$2.32K – – –
SIC
1225
SJS Investment Consulting
Ohio
$2.32K +$1.39K +6 +150%
47 48
49
50 51