STZ icon

Constellation Brands
STZ

Overview Fund Activity

1,183 hedge funds and large institutions have $31.2B invested in Constellation Brands in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 421 increasing their positions, 477 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,183
Holders Change
-70
Holders Change %
-5.59%
% of All Funds
18.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
87
Increased
421
Reduced
477
Closed
133
Calls
$736M
Puts
$720M
Net Calls
+$16.7M
Net Calls Change
+$8.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.78B
2
Capital International Investors
2
Capital International Investors
California
$1.47B
3
Barclays
3
Barclays
United Kingdom
$328M
4
Invesco
4
Invesco
Georgia
$688M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$454M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$709M
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$726M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$266M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$93.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1276
Stockman Wealth Management
Montana
– -$209K -900 Closed
KOCAA
1277
Knights of Columbus Asset Advisors
Connecticut
– -$206K -890 Closed
GSB
1278
Greenfield Savings Bank
Massachusetts
– -$203K -877 Closed
HC
1279
HNP Capital
New York
– -$201K -867 Closed
WA
1280
Wealth Architects
California
– -$201K -866 Closed
IAS
1281
Insigneo Advisory Services
Florida
– -$200K -863 Closed
CT
1282
Columbia Trust
Oregon
– -$200K -863 Closed
CASC
1283
Coppell Advisory Solutions Corp
Texas
– -$174K -751 Closed
CAS
1284
Coppell Advisory Solutions
Texas
– -$174K -751 Closed
IUHSA
1285
Itau Unibanco Holding S.A.
Brazil
– -$172K -731 Closed
GCA
1286
Greenwood Capital Associates
South Carolina
– -$136K -586 Closed
WOSD
1287
WFA of San Diego
California
– -$116K -500 Closed
HT
1288
Headlands Technologies
Illinois
– -$106K -456 Closed
RBC
1289
Romano Brothers & Co
Illinois
– -$92.7K -400 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1290
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$79K -341 Closed
MWM
1291
MinichMacGregor Wealth Management
New York
– -$56.5K -243 Closed
HNWAG
1292
High Net Worth Advisory Group
Florida
– -$44K -190 Closed
LS
1293
Leelyn Smith
Illinois
– -$35.2K -152 Closed
RFA
1294
Resurgent Financial Advisors
Georgia
– -$33.8K -146 Closed
JIR
1295
James Investment Research
Ohio
– -$28K -121 Closed
MUMSS
1296
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$21K -90 Closed
LAM
1297
Lakewood Asset Management
Illinois
– -$20K -87 Closed
BCMLT
1298
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$1.74K -75 Closed
SC
1299
Seldon Capital
California
– -$15.5K -67 Closed
DWP
1300
Destiny Wealth Partners
Florida
– -$11.8K -51 Closed
49 50 51
52
53