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STZ.B

CONSTELLATION BRANDS, INC. CLASS B
STZ.B

Delisted

STZ.B was delisted on the 10th of November, 2022.

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17 hedge funds and large institutions have $10.3M invested in CONSTELLATION BRANDS, INC. CLASS B in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding

Funds holding: 16 → 17 (+1)

2% more capital invested

Capital invested by funds: $10.1M → $10.3M (+$222K)

15% less call options, than puts

Call options by funds: $19M | Put options by funds: $22.3M

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
3
Closed
–
Calls
$19M
Puts
$22.3M
Net Calls
-$3.36M
Net Calls Change
+$2.53M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$29K
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$16.6K
3
Canada Life
Canada Life
Manitoba, Canada
+$497

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.43M
2
Osaic Holdings
Osaic Holdings
Arizona
-$66.9K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$19.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1
Private Trust Company
Ohio
$2.4M – – –
LPL Financial
2
LPL Financial
California
$2.25M – – –
Renaissance Technologies
3
Renaissance Technologies
New York
$1.64M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.07M -$1.43M -8,617 -58%
CNC
5
Canandaigua National Corp
New York
$925K +$882K +5,324 New
CL
6
CSS LLC
Illinois
$608K – – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$296K -$19.7K -119 -7%
Osaic Holdings
8
Osaic Holdings
Arizona
$245K -$66.9K -404 -22%
SSB
9
Sandy Spring Bank
Maryland
$233K – – –
VFA
10
Valeo Financial Advisors
Indiana
$174K – – –
Morgan Stanley
11
Morgan Stanley
New York
$167K – – –
UBS Group
12
UBS Group
Switzerland
$161K +$29K +175 +23%
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K – – –
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$19K +$16.6K +100 New
IRC
15
Investors Research Corp
Georgia
$9K – – –
Canada Life
16
Canada Life
Manitoba, Canada
$6K +$497 +3 +8%
TRCT
17
Tower Research Capital (TRC)
New York
$2K – – –

STZ.B Hedge Fund Activity: Q2 2020 in Review

17 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in CONSTELLATION BRANDS, INC. CLASS B (STZ.B) for Q2 2020, worth a combined $10.3M — up 2.2% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new STZ.B positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, adding an estimated $29K. The largest seller was Dimensional Fund Advisors, cutting an estimated $1.43M.

  • 17 institutional investors held CONSTELLATION BRANDS, INC. CLASS B (STZ.B) as of Q2 2020, up from 16 in Q1 2020.
  • Funds reported $10.3M of CONSTELLATION BRANDS, INC. CLASS B stock for Q2 2020, up 2.2% quarter-over-quarter.
  • 2 funds opened new CONSTELLATION BRANDS, INC. CLASS B positions in Q2 2020 and 0 closed out, a net change of +2 holders.
  • The largest CONSTELLATION BRANDS, INC. CLASS B buyer in Q2 2020 was UBS Group, an estimated $29K added.
  • The largest CONSTELLATION BRANDS, INC. CLASS B seller in Q2 2020 was Dimensional Fund Advisors, an estimated $1.43M sold.

Based on aggregated 13F filings for Q2 2020.