STZ icon

Constellation Brands
STZ

Overview Fund Activity

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

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 %
VAMG
1276
Voisard Asset Management Group
Michigan
$1.69K +$1.69K +7 New
DAM
1277
Delta Asset Management
Tennessee
$1.69K -$725 -3 -30%
FG
1278
Fairman Group
Pennsylvania
$1.69K +$1.69K +7 New
Kayne Anderson Rudnick Investment Management
1279
Kayne Anderson Rudnick Investment Management
California
$1.69K +$1.69K +7 New
AAG
1280
Armstrong Advisory Group
Massachusetts
$1.21K – – –
BC
1281
Barrett & Company
Rhode Island
$1.21K – – –
AP
1282
Atwood & Palmer
Missouri
$1.21K – – –
Jones Financial Companies
1283
Jones Financial Companies
Missouri
$1.21K +$242 +1 +25%
PMFA
1284
Plante Moran Financial Advisors
Michigan
$967 – – –
CAM
1285
ClariVest Asset Management
California
$726 +$726 +3 New
TWP
1286
TFO Wealth Partners
Ohio
$725 – – –
WA
1287
WestEnd Advisors
North Carolina
$725 +$242 +1 +50%
FSWA
1288
Financial Synergies Wealth Advisors
Texas
$696 – – –
CTWM
1289
Cherry Tree Wealth Management
Minnesota
$242 -$3.87K -16 -94%
PA
1290
Pineridge Advisors
Missouri
$242 +$242 +1 New
CAM
1291
Creekmur Asset Management
Illinois
$169 +$169 +1 New
DWM
1292
Dogwood Wealth Management
Kansas
$7 – – –
CCM
1293
Candlestick Capital Management
Connecticut
– -$44M -175,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1294
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$32.2M -128,103 Closed
MGCM
1295
Mane Global Capital Management
New York
– -$25.9M -103,200 Closed
Ninety One (UK)
1296
Ninety One (UK)
United Kingdom
– -$18.2M -72,337 Closed
NO
1297
Ninety One
South Africa
– -$10.3M -40,916 Closed
TCM
1298
Teza Capital Management
Illinois
– -$4.96M -19,745 Closed
MCM
1299
Moore Capital Management
New York
– -$4.92M -19,574 Closed
ECM
1300
Element Capital Management
New York
– -$4.53M -18,012 Closed
50 51
52
53 54