Constellation Brands
563 hedge funds and large institutions have $17.3B invested in Constellation Brands in 2015 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 169 increasing their positions, 234 reducing their positions, and 34 closing their positions.
126% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 34
17% more capital invested
Capital invested by funds: $14.8B → $17.3B (+$2.53B)
6% more funds holding
Funds holding: 531 → 563 (+32)
4% less call options, than puts
Call options by funds: $89.7M | Put options by funds: $93.3M
4.71% less ownership
Funds ownership: 92.46% → 87.74% (-4.7%)
11% less funds holding in top 10
Funds holding in top 10: 28 → 25 (-3)
28% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 234
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$143M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$137M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$112M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$73.5M |
| 5 |
UIM
USS Investment Management
London,
United Kingdom
|
+$72.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCG
Luxor Capital Group
New York
|
-$192M |
| 2 |
MP
Manikay Partners
New York
|
-$83.4M |
| 3 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
|
-$71.2M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$70.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$66.2M |
STZ Hedge Fund Activity: Q1 2015 in Review
563 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q1 2015, worth a combined $17.3B — up 17% from $14.8B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new STZ positions and 34 closed out — a net gain of 43 holders — while 169 added to existing stakes and 234 trimmed.
The largest buyer was Franklin Resources, adding an estimated $143M. The largest seller was Luxor Capital Group, cutting an estimated $192M.
- 563 institutional investors held Constellation Brands (STZ) as of Q1 2015, up from 531 in Q4 2014.
- Funds reported $17.3B of Constellation Brands stock for Q1 2015, up 17% quarter-over-quarter.
- 77 funds opened new Constellation Brands positions in Q1 2015 and 34 closed out, a net change of +43 holders.
- The largest Constellation Brands buyer in Q1 2015 was Franklin Resources, an estimated $143M added.
- The largest Constellation Brands seller in Q1 2015 was Luxor Capital Group, an estimated $192M sold.
Based on aggregated 13F filings for Q1 2015.