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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 %
TAM
151
Tocqueville Asset Management
New York
$16M -$2.26M -10,027 -12%
HW
152
Hancock Whitney
Mississippi
$15.7M -$633K -2,804 -4%
Treasurer of the State of North Carolina
153
Treasurer of the State of North Carolina
North Carolina
$15.5M +$348K +1,540 +2%
DZ Bank
154
DZ Bank
Germany
$15.5M -$3.74M -16,560 -19%
Asset Management One
155
Asset Management One
Japan
$15.4M +$1.1M +4,866 +8%
GT
156
Glenview Trust
Kentucky
$15.3M +$71.6K +317 +0.5%
SYBT
157
Stock Yards Bank & Trust
Kentucky
$15.1M +$1.02M +4,523 +7%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$15.1M +$291K +1,289 +2%
GI
159
Gradient Investments
Minnesota
$15M +$15M +66,575 +416,094%
HR
160
Howe & Rusling
New York
$14.8M +$1.07M +4,722 +8%
ACIM
161
Azimuth Capital Investment Management
Michigan
$14.8M -$4.91M -21,735 -25%
EWA
162
Exencial Wealth Advisors
Oklahoma
$14.8M +$42.7K +189 +0.3%
LI
163
Leeward Investments
Massachusetts
$14.7M +$1.27M +5,606 +9%
Connor, Clark & Lunn Investment Management (CC&L)
164
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14.6M -$3.93M -17,405 -21%
RJFSA
165
Raymond James Financial Services Advisors
Florida
$14.3M -$1.1M -4,876 -7%
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$13.6M +$438K +1,940 +3%
Mirae Asset Global Investments
167
Mirae Asset Global Investments
South Korea
$13.6M -$417K -1,845 -3%
SIA
168
Sit Investment Associates
Minnesota
$13.1M -$3.3M -14,591 -20%
ECM
169
ExodusPoint Capital Management
New York
$13M +$9.07M +40,138 +231%
TD Asset Management
170
TD Asset Management
Ontario, Canada
$12.9M -$65.1K -288 -0.5%
CII
171
Capital International Inc
California
$12.8M -$189K -835 -1%
CFB
172
Cullen/Frost Bankers
Texas
$12.8M +$365K +1,616 +3%
AFCM
173
Applied Finance Capital Management
Puerto Rico
$12.7M +$191K +847 +2%
Creative Planning
174
Creative Planning
Kansas
$12.3M -$299K -1,323 -2%
ACM
175
Alta Capital Management
Utah
$12M -$392K -1,737 -3%
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