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Constellation Brands
STZ

Overview Fund Activity

1,292 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, 457 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,292
Holders Change
+43
Holders Change %
+3.44%
% of All Funds
18.94%
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
457
Closed
87
Calls
$584M
Puts
$473M
Net Calls
+$111M
Net Calls Change
+$64.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.06B
2
SC
2
Sculptor Capital
New York
$242M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$340M
4
Citadel Advisors
4
Citadel Advisors
Florida
$336M
5
Boston Partners
5
Boston Partners
Massachusetts
$156M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$598M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$393M
3
Capital International Investors
3
Capital International Investors
California
$2.03B
4
Holocene Advisors
4
Holocene Advisors
New York
$5.76M
5
PF
5
Phoenix Financial
Israel
$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
1251
Highline Wealth Partners
California
$3.14K – – –
AA
1252
Addison Advisors
Vermont
$3.14K – – –
VCM
1253
Versant Capital Management
Arizona
$3.14K +$967 +4 +44%
RCM
1254
Raleigh Capital Management
North Carolina
$3.14K +$3.14K +13 New
APC
1255
Aspire Private Capital
North Carolina
$3.01K – – –
AW
1256
Avion Wealth
Texas
$3K +$500 +2 +20%
CIA
1257
Cape Investment Advisory
Georgia
$2.95K – – –
HCP
1258
Hexagon Capital Partners
Arkansas
$2.9K -$6.04K -25 -68%
PCWA
1259
Pacific Capital Wealth Advisors
California
$2.9K +$2.9K +12 New
PWA
1260
Provenance Wealth Advisors
Florida
$2.66K +$2.66K +11 New
DF
1261
Dunhill Financial
United Kingdom
$2.5K +$2.5K +10 New
CWM
1262
Cedar Wealth Management
California
$2.42K – – –
OLVIG
1263
Oliver Lagore Vanvalin Investment Group
Michigan
$2.42K – – –
YAL
1264
Your Advocates Ltd
Texas
$2.42K – – –
CCA
1265
Criterion Capital Advisors
Tennessee
$2.42K +$2.42K +10 New
DPW
1266
DiNuzzo Private Wealth
Pennsylvania
$2.42K +$2.42K +10 New
T
1267
Tidemark
California
$2.42K +$2.42K +10 New
GPFA
1268
Game Plan Financial Advisors
Ohio
$2.42K +$2.42K +10 New
SAM
1269
Smartleaf Asset Management
Massachusetts
$2.18K +$2.18K +9 New
PA
1270
PSI Advisors
Florida
$2.18K – – –
TIM
1271
Tortoise Investment Management
New York
$2.18K – – –
VF
1272
VitalStone Financial
Texas
$2K – – –
RFG
1273
REAP Financial Group
Texas
$1.94K +$1.94K +8 New
TCA
1274
Trifecta Capital Advisors
Illinois
$1.93K -$67.7K -280 -97%
SIC
1275
SJS Investment Consulting
Ohio
$1.93K -$484 -2 -20%
49 50
51
52 53