We are live on ! Find out more
STZ icon

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
AB
301
AT Bancorp
Iowa
$4.06M -$110K -558 -3%
Creative Planning
302
Creative Planning
Kansas
$4.03M +$147K +744 +4%
CIP
303
Chartwell Investment Partners
Pennsylvania
$4.02M +$10.7K +54 +0.3%
3C
304
361 Capital
Colorado
$3.95M -$3.95M -19,963 -50%
AB
305
Amalgamated Bank
New York
$3.92M +$85.5K +432 +2%
Nomura Holdings
306
Nomura Holdings
Japan
$3.9M -$38.6M -194,888 -91%
FMBTD
307
First Midwest Bank Trust Division
Illinois
$3.84M -$261K -1,319 -6%
WG
308
Winton Group
United Kingdom
$3.82M +$1.67M +8,422 +78%
TRSOTSOK
309
Teachers Retirement System of the State of Kentucky
Kentucky
$3.79M
OPERF
310
Oregon Public Employees Retirement Fund
Oregon
$3.7M +$19.4K +98 +0.5%
SICM
311
Sustainable Insight Capital Management
New York
$3.65M -$6.1M -30,800 -63%
RA
312
Rational Advisors
New York
$3.6M +$2.66M +13,422 +292%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$3.56M +$2.19M +11,053 +163%
SAM
314
Securian Asset Management
Minnesota
$3.49M +$43.9K +222 +1%
EP
315
Edgestream Partners
New Jersey
$3.46M +$3.43M +17,337 New
SGCIA
316
Smith Graham & Co Investment Advisors
Texas
$3.41M -$25.7K -130 -0.8%
Skandinaviska Enskilda Banken (SEB)
317
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.39M +$99K +500 +3%
BCM
318
Bourgeon Capital Management
Connecticut
$3.33M +$14.8K +75 +0.5%
GI
319
GAMCO Investors
Connecticut
$3.32M -$307K -1,550 -9%
AC
320
Addison Capital
Pennsylvania
$3.32M -$96.8K -489 -3%
AG
321
Advisor Group
Arizona
$3.29M -$218K -1,099 -6%
WAM
322
World Asset Management
Michigan
$3.26M -$19.8K -100 -0.6%
SAM
323
Silvercrest Asset Management
New York
$3.23M -$24.9K -126 -0.8%
AAM
324
Advisors Asset Management
Colorado
$3.23M +$1.03M +5,192 +47%
NMERB
325
New Mexico Educational Retirement Board
New Mexico
$3.19M

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.