STZ icon

Constellation Brands

1,291 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, 496 increasing their positions, 456 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,291
Holders Change
+43
Holders Change %
+3.45%
% of All Funds
18.93%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
146
Increased
496
Reduced
456
Closed
87
Calls
$584M
Puts
$473M
Net Calls
+$111M
Net Calls Change
+$64.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
1226
FSA Wealth Management
Massachusetts
$10K +$10K +43 New
CWA
1227
Carolina Wealth Advisors
South Carolina
$9.67K -$4.84K -20 -33%
MWM
1228
Mascoma Wealth Management
New Hampshire
$9.19K -$967 -4 -10%
FFO
1229
Fortitude Family Office
Arizona
$8.95K +$8.95K +37 New
CB
1230
Centennial Bank
Arkansas
$8.46K
CTA
1231
Colonial Trust Advisors
South Carolina
$8.22K
FCT
1232
First Community Trust
Iowa
$7.98K -$484 -2 -6%
RIM
1233
Rockbridge Investment Management
New York
$7.98K +$7.98K +33 New
CWM
1234
CarsonAllaria Wealth Management
Illinois
$7.7K
PIM
1235
Plato Investment Management
Australia
$7.25K +$7.25K +30 New
MAWCM
1236
Mine & Arao Wealth Creation & Management
California
$6.29K
IWP
1237
IAG Wealth Partners
Wisconsin
$6.04K
WIA
1238
Wetzel Investment Advisors
Indiana
$6K +$6K +24 New
PP
1239
Pacifica Partners
Canada
$5.68K
FUBT
1240
First United Bank & Trust
Maryland
$5.32K +$5.32K +22 New
HH
1241
HWG Holdings
Texas
$5.32K -$639K -2,643 -99%
MFG
1242
Mendota Financial Group
Wisconsin
$4.69K
CT
1243
Clearstead Trust
Maine
$4.59K
BHWM
1244
Beaird Harris Wealth Management
Texas
$4.59K +$4.59K +19 New
BWM
1245
Baystate Wealth Management
Massachusetts
$4.56K
IPW
1246
Impact Partnership Wealth
Georgia
$4.36K -$20.4K -84 -82%
EC
1247
EdgeRock Capital
Colorado
$4.26K +$4.26K +17 New
NC
1248
NewSquare Capital
Pennsylvania
$4.11K -$7.74K -32 -65%
CBT
1249
CoreFirst Bank & Trust
Kansas
$4.11K
AA
1250
Addison Advisors
Vermont
$3.14K