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Constellation Brands
STZ

Overview Fund Activity

1,313 hedge funds and large institutions have $39.6B invested in Constellation Brands in 2024 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 492 increasing their positions, 475 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
+21
Holders Change %
+1.63%
% of All Funds
19.03%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
134
Increased
492
Reduced
475
Closed
95
Calls
$456M
Puts
$508M
Net Calls
-$52M
Net Calls Change
-$163M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$3.18B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$810M
3
Capital World Investors
3
Capital World Investors
California
$2.46B
4
DCP
4
D1 Capital Partners
New York
$178M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.72B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.68B
2
Marshall Wace
2
Marshall Wace
United Kingdom
$12M
3
Citadel Advisors
3
Citadel Advisors
Florida
$72.8M
4
BlackRock
4
BlackRock
New York
$2.78B
5
ECM
5
ExodusPoint Capital Management
New York
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
1201
Davis Capital Management
Florida
$30.9K – – –
CA
1202
Continuum Advisory
Idaho
$29.2K +$29.2K +112 New
JPWM
1203
Jamison Private Wealth Management
Georgia
$27.2K – – –
ITIM
1204
Indiana Trust & Investment Management
Indiana
$27.2K – – –
VWM
1205
Valley Wealth Managers
New Jersey
$27.2K – – –
WSC
1206
Wellington Shields & Co
New York
$27.2K – – –
SJIM
1207
St. Johns Investment Management
Florida
$27.2K – – –
MA
1208
MCF Advisors
Kentucky
$27.2K – – –
OPTFSNA
1209
Old Point Trust & Financial Services N A
Virginia
$27.2K +$27.2K +100 New
BGAI
1210
Bruce G. Allen Investments
Colorado
$25.8K – – –
HCM
1211
Hollencrest Capital Management
California
$25K – – –
NCM
1212
Northwest Capital Management
Oregon
$24.5K – – –
C
1213
Covestor
United Kingdom
$23K +$274 +1 +1%
JFA
1214
JNBA Financial Advisors
Minnesota
$21.7K -$7.07K -26 -25%
TWD
1215
True Wealth Design
Ohio
$21.2K – – –
M
1216
MOTCO
Texas
$21.2K – – –
AFS
1217
Annapolis Financial Services
Maryland
$20.4K – – –
GJWM
1218
Gilliland Jeter Wealth Management
Arkansas
$19.4K +$19.4K +71 New
IGWM
1219
ICA Group Wealth Management
Colorado
$19.3K – – –
ETC
1220
Exchange Traded Concepts
Oklahoma
$19K -$31.3K -115 -62%
CMP
1221
Coston McIsaac & Partners
Maine
$19K – – –
GKIM
1222
GW&K Investment Management
Massachusetts
$19K +$1.1K +4 +6%
FWM
1223
FSA Wealth Management
Massachusetts
$18.8K +$7.07K +26 +60%
TFM
1224
TFC Financial Management
Massachusetts
$17.9K +$272 +1 +2%
HWM
1225
HighMark Wealth Management
Minnesota
$17.7K – – –
47 48
49
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