Constellation Brands
1,297 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 499 increasing their positions, 459 reducing their positions, and 87 closing their positions.
68% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 87
23% more call options, than puts
Call options by funds: $584M | Put options by funds: $473M
3% more funds holding
Funds holding: 1,254 → 1,297 (+43)
1.6% more ownership
Funds ownership: 77.62% → 79.22% (+1.6%)
9% more repeat investments, than reductions
Existing positions increased: 499 | Existing positions reduced: 459
2% less capital invested
Capital invested by funds: $35.8B → $35.2B (-$582M)
25% less funds holding in top 10
Funds holding in top 10: 24 → 18 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.07B |
| 2 |
SC
Sculptor Capital
New York
|
+$238M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$204M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$179M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$154M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$828M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$218M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$150M |
| 4 |
Holocene Advisors
New York
|
-$148M |
| 5 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$131M |
STZ Hedge Fund Activity: Q4 2023 in Review
1,297 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q4 2023, worth a combined $35.2B — down 1.6% from $35.8B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new STZ positions and 87 closed out — a net gain of 59 holders — while 499 added to existing stakes and 459 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.07B. The largest seller was T. Rowe Price Associates, cutting an estimated $828M.
- 1,297 institutional investors held Constellation Brands (STZ) as of Q4 2023, up from 1,254 in Q3 2023.
- Funds reported $35.2B of Constellation Brands stock for Q4 2023, down 1.6% quarter-over-quarter.
- 146 funds opened new Constellation Brands positions in Q4 2023 and 87 closed out, a net change of +59 holders.
- The largest Constellation Brands buyer in Q4 2023 was Morgan Stanley, an estimated $1.07B added.
- The largest Constellation Brands seller in Q4 2023 was T. Rowe Price Associates, an estimated $828M sold.
Based on aggregated 13F filings for Q4 2023.