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Constellation Brands
STZ

Overview Fund Activity

1,249 hedge funds and large institutions have $35.7B invested in Constellation Brands in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 459 increasing their positions, 478 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,249
Holders Change
+25
Holders Change %
+2.04%
% of All Funds
19.91%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.38%
New
116
Increased
459
Reduced
478
Closed
74
Calls
$572M
Puts
$525M
Net Calls
+$46.4M
Net Calls Change
-$161M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$2.09B
2
Capital International Investors
Capital International Investors
California
$2.27B
3
DCP
Darsana Capital Partners
New York
$220M
4
Citadel Advisors
Citadel Advisors
Florida
$161M
5
Millennium Management
Millennium Management
New York
$247M

Top Sellers

1
Barclays
Barclays
United Kingdom
$237M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$717M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.5B
4
VanEck Associates
VanEck Associates
New York
$15.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
151
Toronto Dominion Bank
Ontario, Canada
$20.7M -$7.66M -30,467 -27%
Nomura Asset Management
152
Nomura Asset Management
Japan
$20.7M -$914K -3,638 -4%
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.6M -$484K -1,926 -2%
HCM
154
Howland Capital Management
Massachusetts
$20.6M +$932K +3,708 +5%
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$20.2M +$20.2M +80,569 New
MSV
156
MN Services Vermogensbeheer
Netherlands
$20.1M +$251K +1,000 +1%
Creative Planning
157
Creative Planning
Kansas
$20M +$7.53M +29,967 +60%
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$20M +$14.8M +59,059 +287%
Connor, Clark & Lunn Investment Management (CC&L)
159
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19.9M +$3.94M +15,688 +25%
DIA
160
Davidson Investment Advisors
Montana
$19.8M +$397K +1,578 +2%
WF
161
Welch & Forbes
Massachusetts
$19.6M +$77.4K +308 +0.4%
SSWM
162
Smith Salley Wealth Management
North Carolina
$19.1M +$772K +3,073 +4%
DZ Bank
163
DZ Bank
Germany
$19M -$2.26M -9,000 -11%
Cerity Partners
164
Cerity Partners
New York
$18.9M +$752K +2,992 +4%
WC
165
Whitney & Co
New York
$18.9M -$34.4K -137 -0.2%
SIS
166
Strategic Investment Solutions
Illinois
$18.7M +$18.4M +70,532 +6,209%
Treasurer of the State of North Carolina
167
Treasurer of the State of North Carolina
North Carolina
$18.3M +$960K +3,820 +6%
Ninety One (UK)
168
Ninety One (UK)
United Kingdom
$18.2M +$18.2M +72,337 New
GT
169
Glenview Trust
Kentucky
$17.9M +$716K +2,848 +4%
TAM
170
Tocqueville Asset Management
New York
$17.9M +$139K +555 +0.8%
AFCM
171
Applied Finance Capital Management
Puerto Rico
$17.2M +$773K +3,075 +5%
PI
172
Putnam Investments
Massachusetts
$17.2M -$1.15M -4,558 -6%
SIA
173
Sit Investment Associates
Minnesota
$16.9M +$108K +430 +0.6%
EWA
174
Exencial Wealth Advisors
Oklahoma
$16.9M +$147K +586 +0.9%
CII
175
Capital International Inc
California
$16.8M +$731K +2,907 +5%
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