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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 %
OLA
1201
Oliver Luxxe Assets
New Jersey
– -$5.07M -21,895 Closed
LSA
1202
L & S Advisors
California
– -$4.85M -20,911 Closed
AIM
1203
Aigen Investment Management
New York
– -$4.48M -19,344 Closed
Qube Research & Technologies (QRT)
1204
Qube Research & Technologies (QRT)
United Kingdom
– -$3.81M -16,428 Closed
CCA
1205
Catalyst Capital Advisors
New York
– -$3.62M -15,600 Closed
TWM
1206
TriaGen Wealth Management
California
– -$3.39M -14,636 Closed
AI
1207
Aperture Investors
New York
– -$2.76M -11,925 Closed
WG
1208
Winton Group
United Kingdom
– -$2.7M -11,664 Closed
QT
1209
Quantbot Technologies
New York
– -$2.13M -9,191 Closed
AWA
1210
Arete Wealth Advisors
Illinois
– -$284M -8,938 Closed
AC
1211
Allstate Corporation
Illinois
– -$1.81M -7,831 Closed
SFI
1212
Susquehanna Fundamental Investments
Pennsylvania
– -$1.69M -7,284 Closed
PTC
1213
Philadelphia Trust Company
Pennsylvania
– -$1.64M -7,076 Closed
PRC
1214
Pearl River Capital
Michigan
– -$1.43M -6,161 Closed
AA
1215
Altman Advisors
Illinois
– -$1.3M -5,838 Closed
USGIU
1216
U.S. Global Investors (USGI)
Texas
– -$1.33M -5,750 Closed
TNAM
1217
Terra Nova Asset Management
New York
– -$1.33M -5,727 Closed
DCM
1218
Dudley Capital Management
Virginia
– -$1.31M -5,654 Closed
RIA
1219
Regal Investment Advisors
Michigan
– -$1.28M -5,538 Closed
CP
1220
Cumberland Partners
Ontario, Canada
– -$1.22M -5,285 Closed
PFA
1221
Peak Financial Advisors
Colorado
– -$1.21M -5,214 Closed
MC
1222
Maverick Capital
Texas
– -$1.16M -4,987 Closed
BFM
1223
Boothbay Fund Management
New York
– -$1.15M -4,964 Closed
HFS
1224
Haverford Financial Services
Pennsylvania
– -$1.11M -4,770 Closed
IMCOOI
1225
Investment Management Corp of Ontario (IMCO)
Canada
– -$1.1M -4,729 Closed
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