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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 %
Mitsubishi UFJ Trust & Banking
126
Mitsubishi UFJ Trust & Banking
Japan
$21.8M +$885K +3,918 +4%
Chevy Chase Trust
127
Chevy Chase Trust
Maryland
$21.8M +$91.3K +404 +0.4%
Nomura Asset Management
128
Nomura Asset Management
Japan
$21.8M -$1.79M -7,928 -8%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$21.6M +$890K +3,942 +4%
RMDI
130
R.M. Davis Inc
Maine
$21M -$3.44M -15,223 -14%
BFS
131
Bradley Foster & Sargent
Connecticut
$20.8M -$160K -710 -0.8%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$20.5M -$13.6M -60,342 -40%
CCM
133
Coerente Capital Management
Ontario, Canada
$20.4M -$141K -626 -0.7%
Point72 Asset Management
134
Point72 Asset Management
Connecticut
$20.3M +$20.3M +89,651 +182,961%
ERSOT
135
Employees Retirement System of Texas
Texas
$20.1M – – –
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.9M -$267K -1,184 -1%
Osaic Holdings
137
Osaic Holdings
Arizona
$19.8M -$1.07M -4,734 -5%
CGIM
138
Capital Group Investment Management
Singapore
$19.2M -$10.5M -46,440 -35%
MSV
139
MN Services Vermogensbeheer
Netherlands
$18.3M +$565K +2,500 +3%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$18.1M -$983K -4,352 -5%
CGPCS
141
Capital Group Private Client Services
California
$17.8M +$17.8M +78,821 New
WF
142
Welch & Forbes
Massachusetts
$17.3M -$119K -528 -0.7%
Macquarie Group
143
Macquarie Group
Australia
$17.3M -$557K -2,467 -3%
WC
144
Whitney & Co
New York
$17M +$1.26M +5,589 +8%
WB
145
WesBanco Bank
West Virginia
$16.9M +$381K +1,685 +2%
HCM
146
Howland Capital Management
Massachusetts
$16.6M +$971K +4,299 +6%
Cerity Partners
147
Cerity Partners
New York
$16.4M -$1.43M -6,346 -8%
SSWM
148
Smith Salley Wealth Management
North Carolina
$16.3M +$314K +1,392 +2%
PAMS
149
Pictet Asset Management (Switzerland)
Switzerland
$16M -$1.59M -7,030 -9%
PI
150
Putnam Investments
Massachusetts
$16M +$5.65K +25 +0%
4 5
6
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