Constellation Brands
STZ
504 hedge funds and large institutions have $13.4B invested in Constellation Brands in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 206 increasing their positions, 172 reducing their positions, and 40 closing their positions.
66% more call options, than puts
Call options by funds: $203M | Put options by funds: $122M
23% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 40
20% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 172
5% more capital invested
Capital invested by funds: $12.7B → $13.4B (+$689M)
1% more funds holding
Funds holding: 499 → 504 (+5)
0.16% more ownership
Funds ownership: 88.25% → 88.41% (+0.16%)
13% less funds holding in top 10
Funds holding in top 10: 30 → 26 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCG
Luxor Capital Group
New York
|
+$147M |
| 2 |
HCM
Hoplite Capital Management
New York
|
+$139M |
| 3 |
JP Morgan Chase
New York
|
+$112M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$103M |
| 5 |
D.E. Shaw & Co
New York
|
+$76.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$306M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$168M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$74.9M |
| 4 |
TI
Tyrian Investments
New York
|
-$49.8M |
| 5 |
EPCM
Eton Park Capital Management
New York
|
-$37.3M |
STZ Hedge Fund Activity: Q2 2014 in Review
504 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2014, worth a combined $13.4B — up 5.4% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new STZ positions and 40 closed out — a net gain of 9 holders — while 206 added to existing stakes and 172 trimmed.
The largest buyer was Luxor Capital Group, opening a new position worth an estimated $147M. The largest seller was Viking Global Investors, cutting an estimated $306M.
- 504 institutional investors held Constellation Brands (STZ) as of Q2 2014, up from 499 in Q1 2014.
- Funds reported $13.4B of Constellation Brands stock for Q2 2014, up 5.4% quarter-over-quarter.
- 49 funds opened new Constellation Brands positions in Q2 2014 and 40 closed out, a net change of +9 holders.
- The largest Constellation Brands buyer in Q2 2014 was Luxor Capital Group, an estimated $147M added.
- The largest Constellation Brands seller in Q2 2014 was Viking Global Investors, an estimated $306M sold.
Based on aggregated 13F filings for Q2 2014.