STZ icon

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 %
MCM
176
Maple Capital Management
Vermont
$12M +$124K +551 +1%
Lido Advisors
177
Lido Advisors
California
$11.8M +$2.35M +10,423 +25%
Royal London Asset Management
178
Royal London Asset Management
United Kingdom
$11.8M -$221K -976 -2%
SCM
179
Sirios Capital Management
Massachusetts
$11.8M -$2.48M -10,977 -17%
DIA
180
Davidson Investment Advisors
Montana
$11.8M +$11.8M +52,081 New
CC
181
Cornerstone Capital
California
$11.7M +$370K +1,640 +3%
GF
182
Gabelli Funds
New York
$11.7M -$1.45M -6,400 -11%
SSA
183
South Street Advisors
New York
$11.6M +$678 +3 +0%
Vontobel Holding
184
Vontobel Holding
Switzerland
$11.6M -$2.43M -10,769 -17%
DADC
185
D.A. Davidson & Co
Montana
$11.5M -$365K -1,615 -3%
PP
186
Patten & Patten
Tennessee
$10.8M -$313K -1,385 -3%
IAM
187
Infusive Asset Management
New York
$10.8M +$5.13M +32,611 +91%
WT
188
Whittier Trust
California
$10.7M -$45.2K -200 -0.4%
BF
189
BOK Financial
Oklahoma
$10.7M -$952K -4,215 -8%
Fayez Sarofim & Co
190
Fayez Sarofim & Co
Texas
$10.7M – – –
GIM
191
Grassi Investment Management
California
$10.7M -$4.52K -20 -0%
2
192
2Xideas
Switzerland
$10.3M +$2.57M +11,390 +33%
WTB
193
Washington Trust Bank
Washington
$10.3M +$1.39M +6,158 +16%
ASRS
194
Arizona State Retirement System
Arizona
$10.2M +$431K +1,907 +4%
CCM
195
Cohen Capital Management
California
$10.2M -$56K -248 -0.5%
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$10.2M +$326K +1,442 +3%
PE
197
Point72 Europe
United Kingdom
$10.2M +$10.2M +45,100 New
ONB
198
Old National Bancorp
Indiana
$10.2M -$49.2K -218 -0.5%
SOMRS
199
State of Michigan Retirement System
Michigan
$10.1M +$90.4K +400 +0.9%
SI
200
Stephens Inc
Arkansas
$10M -$124K -551 -1%
6 7
8
9 10