Dark
Light
System
Security
Constellation Brands
Constellation Brands. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 24 Institutional holders with a total value of $39,454,143.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AMERICAN NATIONAL INSURANCE CO 70,225 11,381,000 28.85%
2 MORRIS CAPITAL ADVISORS, LLC 32,611 5,285,000 13.40%
3 KORNITZER CAPITAL MANAGEMENT INC /KS 24,205 3,923,000 9.94%
4 D L CARLSON INVESTMENT GROUP INC 22,405 3,631,000 9.20%
5 World Asset Management Inc 18,637 3,020,000 7.65%
6 BOURGEON CAPITAL MANAGEMENT LLC 15,650 2,536,000 6.43%
7 SVB WEALTH LLC 7,066 1,145,000 2.90%
8 Archford Capital Strategies, LLC 12,067 1,087,000 2.76%
9 CONDOR CAPITAL MANAGEMENT 6,394 1,036,000 2.63%
10 American National Registered Investment Advisor, Inc. 6,340 1,028,000 2.61%
11 SHAPIRO CAPITAL MANAGEMENT LLC 4,900 794,143 2.01%
12 BURNS J W & CO INC/NY 4,246 688,000 1.74%
13 FARR MILLER & WASHINGTON LLC/DC 3,970 643,000 1.63%
14 DOHENY ASSET MANAGEMENT /CA 3,785 613,000 1.55%
15 Veritable, L.P. 3,386 549,000 1.39%
16 BLUESTEIN R H & CO LLC 2,802 454,000 1.15%
17 Douglass Winthrop Advisors, LLC 2,275 369,000 0.94%
18 EADS & HEALD WEALTH MANAGEMENT 2,048 332,000 0.84%
19 FIRST FOUNDATION ADVISORS 2,000 324,000 0.82%
20 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,513 245,000 0.62%
21 CERITY PARTNERS LLC 1,390 225,000 0.57%
22 QUADRANT CAPITAL GROUP LLC 765 115,000 0.29%
23 QCI ASSET MANAGEMENT INC/NY 186 30,000 0.08%
24 PATHSTONE FAMILY OFFICE, LLC 8 1,000 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.