CONSTELLATION BRANDS, INC. CLASS B
STZ.B
STZ.B was delisted on the 10th of November, 2022.
16 hedge funds and large institutions have $18.4M invested in CONSTELLATION BRANDS, INC. CLASS B in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
1,540% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $85K
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
17% more capital invested
Capital invested by funds: $15.7M → $18.4M (+$2.7M)
14% more funds holding
Funds holding: 14 → 16 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVT
Genesee Valley Trust
Pittsford,
New York
|
+$218K |
| 2 |
FC
Forte Capital
Rochester,
New York
|
+$195K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$37.9K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$22.7K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$6.54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$72.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $5.63M | – | – | – |
|
2
LPL Financial
San Diego,
California
| $3.28M | – | – | – |
|
|
PTC
3
Private Trust Company
Cleveland,
Ohio
| $3.28M | – | – | – |
|
4
Renaissance Technologies
New York
| $1.39M | – | – | – |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $932K | +$22.7K | +104 | +3% |
|
|
CNBT
6
Canandaigua National Bank & Trust
Canandaigua,
New York
| $865K | – | – | – |
|
|
CL
7
CSS LLC
Chicago,
Illinois
| $774K | – | – | – |
|
|
KIM
8
Karpus Investment Management
Pittsford,
New York
| $613K | – | – | – |
|
|
9
Commonwealth Equity Services
Waltham,
Massachusetts
| $405K | +$37.9K | +174 | +11% |
|
|
SSB
10
Sandy Spring Bank
Olney,
Maryland
| $306K | – | – | – |
|
|
11
Northern Trust
Chicago,
Illinois
| $275K | +$6.54K | +30 | +3% |
|
|
GVT
12
Genesee Valley Trust
Pittsford,
New York
| $228K | +$218K | +1,000 | New |
|
|
FC
13
Forte Capital
Rochester,
New York
| $203K | +$195K | +896 | New |
|
|
14
UBS Group
Zurich,
Switzerland
| $144K | -$72.6K | -333 | -35% |
|
|
SHJ
15
Sharkey, Howes & Javer
Denver,
Colorado
| $36K | – | – | – |
|
16
Morgan Stanley
New York
| $23K | – | – | – |
|
STZ.B Hedge Fund Activity: Q4 2017 in Review
16 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CONSTELLATION BRANDS, INC. CLASS B (STZ.B) for Q4 2017, worth a combined $18.4M — up 17% from $15.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new STZ.B positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Genesee Valley Trust, opening a new position worth an estimated $218K. The largest seller was UBS Group, cutting an estimated $72.6K.
- 16 institutional investors held CONSTELLATION BRANDS, INC. CLASS B (STZ.B) as of Q4 2017, up from 14 in Q3 2017.
- Funds reported $18.4M of CONSTELLATION BRANDS, INC. CLASS B stock for Q4 2017, up 17% quarter-over-quarter.
- 2 funds opened new CONSTELLATION BRANDS, INC. CLASS B positions in Q4 2017 and 0 closed out, a net change of +2 holders.
- The largest CONSTELLATION BRANDS, INC. CLASS B buyer in Q4 2017 was Genesee Valley Trust, an estimated $218K added.
- The largest CONSTELLATION BRANDS, INC. CLASS B seller in Q4 2017 was UBS Group, an estimated $72.6K sold.
Based on aggregated 13F filings for Q4 2017.