Constellation Brands
1,132 hedge funds and large institutions have $30.6B invested in Constellation Brands in 2020 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 398 increasing their positions, 409 reducing their positions, and 66 closing their positions.
147% more first-time investments, than exits
New positions opened: 163 | Existing positions closed: 66
32% more funds holding in top 10
Funds holding in top 10: 19 → 25 (+6)
15% more capital invested
Capital invested by funds: $26.7B → $30.6B (+$3.97B)
8% more funds holding
Funds holding: 1,046 → 1,132 (+86)
1% less call options, than puts
Call options by funds: $435M | Put options by funds: $439M
3% less repeat investments, than reductions
Existing positions increased: 398 | Existing positions reduced: 409
1.77% less ownership
Funds ownership: 84.08% → 82.31% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$298M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$257M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$228M |
| 4 |
JP Morgan Chase
New York
|
+$179M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$154M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$967M |
| 2 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
|
-$596M |
| 3 |
BlackRock
New York
|
-$101M |
| 4 |
Jennison Associates
New York
|
-$96.7M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$83.6M |
STZ Hedge Fund Activity: Q4 2020 in Review
1,132 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q4 2020, worth a combined $30.6B — up 15% from $26.7B a quarter earlier.
Buyers outnumbered sellers: 163 funds opened new STZ positions and 66 closed out — a net gain of 97 holders — while 398 added to existing stakes and 409 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $298M. The largest seller was Capital Research Global Investors, cutting an estimated $967M.
- 1,132 institutional investors held Constellation Brands (STZ) as of Q4 2020, up from 1,046 in Q3 2020.
- Funds reported $30.6B of Constellation Brands stock for Q4 2020, up 15% quarter-over-quarter.
- 163 funds opened new Constellation Brands positions in Q4 2020 and 66 closed out, a net change of +97 holders.
- The largest Constellation Brands buyer in Q4 2020 was Fidelity Investments, an estimated $298M added.
- The largest Constellation Brands seller in Q4 2020 was Capital Research Global Investors, an estimated $967M sold.
Based on aggregated 13F filings for Q4 2020.