STZ icon

Constellation Brands

1,224 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 418 increasing their positions, 464 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+40
Holders Change %
+3.38%
% of All Funds
19.3%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
120
Increased
418
Reduced
464
Closed
74
Calls
$624M
Puts
$416M
Net Calls
+$208M
Net Calls Change
+$191M
Name Holding Trade Value Shares
Change
Shares
Change %
YAL
1201
Your Advocates Ltd
Texas
$2.46K
DI
1202
Disciplined Investments
Oklahoma
$2.46K +$246 +1 +11%
OLVIG
1203
Oliver Lagore Vanvalin Investment Group
Michigan
$2.46K +$2.46K +10 New
NSG
1204
Nalls Sherbakoff Group
Tennessee
$2.43K
TIM
1205
Tortoise Investment Management
New York
$2.22K
GCM
1206
Gables Capital Management
Florida
$2.22K
VCM
1207
Versant Capital Management
Arizona
$2.22K +$2.22K +9 New
VF
1208
VitalStone Financial
Texas
$2K
RWPA
1209
Richard W. Paul & Associates
Michigan
$1.97K
IPW
1210
Impact Partnership Wealth
Georgia
$1.97K +$1.97K +8 New
SIC
1211
SJS Investment Consulting
Ohio
$1.72K +$246 +1 +17%
MA
1212
MCF Advisors
Kentucky
$1.48K
SWM
1213
Sanctuary Wealth Management
Idaho
$1.48K +$1.48K +6 New
BC
1214
Barrett & Company
Rhode Island
$1.23K
AP
1215
Atwood & Palmer
Missouri
$1.23K
AAG
1216
Armstrong Advisory Group
Massachusetts
$1.23K
WWM
1217
Wolff Wiese Magana
California
$1.23K +$1.23K +5 New
ADL
1218
Asset Dedication LLC
California
$1K
SF
1219
Safeguard Financial
Wisconsin
$1K +$1K +3 New
BG
1220
Bollard Group
Massachusetts
$1K +$1K +5 New
AW
1221
Avion Wealth
Texas
$1K +$750 +6 +300%
FSWA
1222
Financial Synergies Wealth Advisors
Texas
$739
GJIA
1223
Glass Jacobson Investment Advisors
Maryland
$739 +$739 +3 New
Comerica Bank
1224
Comerica Bank
Texas
$9 +$9 +119,781 New
CG
1225
Carmignac Gestion
France
-$82.9M -366,895 Closed