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Constellation Brands
STZ

Overview Fund Activity

1,313 hedge funds and large institutions have $39.6B invested in Constellation Brands in 2024 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 492 increasing their positions, 475 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
+21
Holders Change %
+1.63%
% of All Funds
19.03%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
134
Increased
492
Reduced
475
Closed
95
Calls
$456M
Puts
$508M
Net Calls
-$52M
Net Calls Change
-$163M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$3.18B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$810M
3
Capital World Investors
3
Capital World Investors
California
$2.46B
4
DCP
4
D1 Capital Partners
New York
$178M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.72B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.68B
2
Marshall Wace
2
Marshall Wace
United Kingdom
$12M
3
Citadel Advisors
3
Citadel Advisors
Florida
$72.8M
4
BlackRock
4
BlackRock
New York
$2.78B
5
ECM
5
ExodusPoint Capital Management
New York
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWM
1276
Cassady Schiller Wealth Management
Ohio
$3.26K -$30.7K -113 -90%
PCWA
1277
Pacific Capital Wealth Advisors
California
$3.26K – – –
VF
1278
VitalStone Financial
Texas
$3K – – –
DPW
1279
DiNuzzo Private Wealth
Pennsylvania
$2.99K +$272 +1 +10%
LF
1280
LifeSteps Financial
California
$2.99K +$2.99K +11 New
HFS
1281
Horizon Financial Services
North Carolina
$2.73K +$2.73K +10 New
T
1282
Tidemark
California
$2.72K – – –
CWM
1283
Cedar Wealth Management
California
$2.72K – – –
CCA
1284
Criterion Capital Advisors
Tennessee
$2.72K – – –
YAL
1285
Your Advocates Ltd
Texas
$2.72K – – –
GPFA
1286
Game Plan Financial Advisors
Ohio
$2.72K – – –
OLVIG
1287
Oliver Lagore Vanvalin Investment Group
Michigan
$2.72K – – –
TIM
1288
Tortoise Investment Management
New York
$2.72K +$272 +1 +11%
SIC
1289
SJS Investment Consulting
Ohio
$2.72K +$544 +2 +25%
RFG
1290
REAP Financial Group
Texas
$2.19K – – –
IPW
1291
Impact Partnership Wealth
Georgia
$2.19K -$2.74K -10 -56%
TCA
1292
Trifecta Capital Advisors
Illinois
$2.18K – – –
LTI
1293
Laffer Tengler Investments
Tennessee
$2.04K +$2.04K +8 New
GFL
1294
Granite FO LLC
New Hampshire
$1.92K +$1.92K +8 New
FPF
1295
First Pacific Financial
Washington
$1.9K +$1.9K +7 New
FG
1296
Fairman Group
Pennsylvania
$1.9K – – –
DAM
1297
Delta Asset Management
Tennessee
$1.9K – – –
RFG
1298
RFP Financial Group
Georgia
$1.63K +$1.63K +6 New
BC
1299
Barrett & Company
Rhode Island
$1.36K – – –
AP
1300
Atwood & Palmer
Missouri
$1.36K – – –
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