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Constellation Brands
STZ

Overview Fund Activity

1,249 hedge funds and large institutions have $35.7B invested in Constellation Brands in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 459 increasing their positions, 478 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,249
Holders Change
+25
Holders Change %
+2.04%
% of All Funds
19.91%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.38%
New
116
Increased
459
Reduced
478
Closed
74
Calls
$572M
Puts
$525M
Net Calls
+$46.4M
Net Calls Change
-$161M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$2.09B
2
Capital International Investors
Capital International Investors
California
$2.27B
3
DCP
Darsana Capital Partners
New York
$220M
4
Citadel Advisors
Citadel Advisors
Florida
$161M
5
Millennium Management
Millennium Management
New York
$247M

Top Sellers

1
Barclays
Barclays
United Kingdom
$237M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$717M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.5B
4
VanEck Associates
VanEck Associates
New York
$15.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
1226
Aspire Private Capital
North Carolina
$3.12K – – –
CIA
1227
Cape Investment Advisory
Georgia
$3.06K – – –
NSG
1228
Nalls Sherbakoff Group
Tennessee
$2.51K – – –
SIC
1229
SJS Investment Consulting
Ohio
$2.51K +$754 +3 +43%
OLVIG
1230
Oliver Lagore Vanvalin Investment Group
Michigan
$2.51K – – –
DAM
1231
Delta Asset Management
Tennessee
$2.51K – – –
CWM
1232
Cedar Wealth Management
California
$2.51K – – –
YAL
1233
Your Advocates Ltd
Texas
$2.51K – – –
VCM
1234
Versant Capital Management
Arizona
$2.26K – – –
TIM
1235
Tortoise Investment Management
New York
$2.26K – – –
LFA
1236
LGT Financial Advisors
Texas
$2.26K +$2.26K +9 New
PA
1237
PSI Advisors
Florida
$2.26K +$2.26K +9 New
SIS
1238
Sound Income Strategies
Florida
$2.01K -$1.26K -5 -38%
VF
1239
VitalStone Financial
Texas
$2K – – –
AW
1240
Avion Wealth
Texas
$2K +$400 +2 +25%
MA
1241
MCF Advisors
Kentucky
$1.51K – – –
BC
1242
Barrett & Company
Rhode Island
$1.26K – – –
AP
1243
Atwood & Palmer
Missouri
$1.26K – – –
WWM
1244
Wolff Wiese Magana
California
$1.26K – – –
AAG
1245
Armstrong Advisory Group
Massachusetts
$1.26K – – –
Jones Financial Companies
1246
Jones Financial Companies
Missouri
$1.01K +$1.01K +4 New
PMFA
1247
Plante Moran Financial Advisors
Michigan
$1.01K +$1.01K +4 New
FSWA
1248
Financial Synergies Wealth Advisors
Texas
$754 – – –
TWP
1249
TFO Wealth Partners
Ohio
$738 +$738 +3 New
WA
1250
WestEnd Advisors
North Carolina
$503 +$503 +2 New
48 49
50
51 52