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Constellation Brands

794 hedge funds and large institutions have $29.5B invested in Constellation Brands in 2017 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 303 increasing their positions, 286 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $2.9B | Put options by funds: $1.11B

63% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 48

3% more funds holding

Funds holding: 771794 (+23)

6% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 286

3% more capital invested

Capital invested by funds: $28.6B → $29.5B (+$916M)

0.18% more ownership

Funds ownership: 85.84%86.02% (+0.18%)

6% less funds holding in top 10

Funds holding in top 10: 4744 (-3)

Holders
794
Holders Change
+23
Holders Change %
+2.98%
% of All Funds
19.8%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
1.1%
New
78
Increased
303
Reduced
286
Closed
48
Calls
$2.9B
Puts
$1.11B
Net Calls
+$1.8B
Net Calls Change
+$908M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
226
Bridgecreek Investment Management
Oklahoma
$7.85M +$44.5K +225 +0.6%
Victory Capital Management
227
Victory Capital Management
Texas
$7.83M -$2.23M -11,284 -22%
CCM
228
Copeland Capital Management
Pennsylvania
$7.76M -$182K -918 -2%
VIA
229
Virtus Investment Advisers
Connecticut
$7.71M -$1.36M -6,861 -15%
NMIMC
230
Northwestern Mutual Investment Management Company
Wisconsin
$7.69M -$159K -802 -2%
GT
231
Glenview Trust
Kentucky
$7.58M +$78.6K +397 +1%
HHC
232
Hutchin Hill Capital
New York
$7.58M +$4.55M +23,000 +153%
HIMCH
233
Hartford Investment Management Co (HIMCO)
Connecticut
$7.39M -$47.3K -239 -0.6%
Aberdeen Group
234
Aberdeen Group
United Kingdom
$7.38M +$7.33M +37,025 New
Squarepoint
235
Squarepoint
New York
$7.25M +$2.09M +10,552 +41%
Millennium Management
236
Millennium Management
New York
$7.23M +$4.46M +22,556 +165%
US Bancorp
237
US Bancorp
Minnesota
$7.2M +$63.1K +319 +0.9%
RMDI
238
R.M. Davis Inc
Maine
$7.19M +$1.45M +7,335 +26%
PIA
239
Piedmont Investment Advisors
North Carolina
$6.97M +$63.9K +323 +0.9%
AP
240
Appleton Partners
Massachusetts
$6.96M -$990 -5 -0%
Nomura Asset Management
241
Nomura Asset Management
Japan
$6.84M +$2.59M +13,106 +62%
TAM
242
Tocqueville Asset Management
New York
$6.78M -$1.98K -10 -0%
B
243
BP
United Kingdom
$6.78M
QIM
244
Quantitative Investment Management
Virginia
$6.66M -$1.72M -8,700 -21%
CGH
245
Crossmark Global Holdings
Texas
$6.61M +$6.56M +33,142 New
WBC
246
Westpac Banking Corp
Australia
$6.58M +$514K +2,595 +9%
FNBOO
247
First National Bank of Omaha
Nebraska
$6.54M -$1.46M -7,378 -18%
DILIC
248
Dai-ichi Life Insurance Company
Japan
$6.34M +$4.39M +22,184 +231%
Zurich Cantonal Bank
249
Zurich Cantonal Bank
Switzerland
$6.3M
EIM
250
ExxonMobil Investment Management
Texas
$6.26M -$302K -1,526 -5%

STZ Hedge Fund Activity: Q3 2017 in Review

794 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q3 2017, worth a combined $29.5B — up 3.2% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new STZ positions and 48 closed out — a net gain of 30 holders — while 303 added to existing stakes and 286 trimmed.

The largest buyer was PointState Capital, adding an estimated $173M. The largest seller was Jennison Associates, cutting an estimated $260M.

  • 794 institutional investors held Constellation Brands (STZ) as of Q3 2017, up from 771 in Q2 2017.
  • Funds reported $29.5B of Constellation Brands stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 78 funds opened new Constellation Brands positions in Q3 2017 and 48 closed out, a net change of +30 holders.
  • The largest Constellation Brands buyer in Q3 2017 was PointState Capital, an estimated $173M added.
  • The largest Constellation Brands seller in Q3 2017 was Jennison Associates, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2017.