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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
AP
376
AHL Partners
United Kingdom
$2.12M -$996K -5,032 -32%
KRS
377
Kentucky Retirement Systems
Kentucky
$2.1M -$91.6K -463 -4%
Arrowstreet Capital
378
Arrowstreet Capital
Massachusetts
$2.05M +$2.04M +10,300 New
GIA
379
Gateway Investment Advisers
Ohio
$2.01M -$61.7K -312 -3%
CC
380
Cognios Capital
Kansas
$2M -$557K -2,813 -22%
Boston Partners
381
Boston Partners
Massachusetts
$2M
GP
382
Girard Partners
Pennsylvania
$1.99M +$316K +1,599 +19%
LTFS
383
Ladenburg Thalmann Financial Services
Florida
$1.98M -$831K -4,198 -30%
LWAC
384
Laurel Wealth Advisors (California)
California
$1.97M -$4.55K -23 -0.2%
AAMU
385
AEGON Asset Management (UK)
United Kingdom
$1.96M +$1.95M +9,829 New
SPIA
386
Steward Partners Investment Advisory
New York
$1.96M +$79K +399 +4%
IA
387
IFP Advisors
Florida
$1.96M -$277K -1,400 -12%
HRC
388
Hoertkorn Richard Charles
$1.96M
MYAM
389
Meiji Yasuda Asset Management
Japan
$1.95M
BFS
390
Bradley Foster & Sargent
Connecticut
$1.94M -$109K -550 -5%
CTC
391
Central Trust Company
Missouri
$1.9M +$196K +990 +12%
AIM
392
Achmea Investment Management
Netherlands
$1.86M
ICRM
393
Insight Capital Research & Management
California
$1.84M +$1.83M +9,227 New
VIA
394
Vident Investment Advisory
Georgia
$1.81M +$1.39M +7,008 +682%
Balyasny Asset Management
395
Balyasny Asset Management
Illinois
$1.8M +$1.79M +9,050 New
Robeco Institutional Asset Management
396
Robeco Institutional Asset Management
Netherlands
$1.79M +$201K +1,015 +13%
LMGAM
397
Liberty Mutual Group Asset Management
Massachusetts
$1.79M -$501K -2,532 -22%
APP
398
Avantax Planning Partners
Iowa
$1.78M -$332K -1,678 -16%
SCA
399
Stonebridge Capital Advisors
Minnesota
$1.78M -$70.3K -355 -4%
IAM
400
Integre Asset Management
New York
$1.78M +$177K +896 +11%

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.