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Constellation Brands
STZ

Overview Fund Activity

562 hedge funds and large institutions have $17.3B invested in Constellation Brands in 2015 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 234 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+31
Holders Change %
+5.84%
% of All Funds
14.99%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.67%
New
76
Increased
169
Reduced
234
Closed
34
Calls
$89.7M
Puts
$93.3M
Net Calls
-$3.55M
Net Calls Change
-$19.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$149M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1B
3
Invesco
Invesco
Georgia
$229M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.5B
5
UIM
USS Investment Management
United Kingdom
$75.3M

Top Sellers

1
LCG
Luxor Capital Group
New York
$99.9M
2
MP
Manikay Partners
New York
$0
3
CCM
Conatus Capital Management
Connecticut
$109M
4
JHIU
Janus Henderson Investors US
Colorado
$246M
5
Wells Fargo
Wells Fargo
California
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
401
LS Investment Advisors
Michigan
$519K -$67.8K -583 -12%
WC
402
Whitney & Co
New York
$514K -$34.8K -300 -6%
CEP
403
Chicago Equity Partners
Illinois
$513K +$2.32K +20 +0.5%
PVWM
404
Point View Wealth Management
New Jersey
$495K -$12.8K -110 -3%
KIM
405
Karpus Investment Management
New York
$493K +$493K +4,240 New
CI
406
Conning Inc
Connecticut
$491K +$9.3K +80 +2%
Macquarie Group
407
Macquarie Group
Australia
$488K – – –
PI
408
Putnam Investments
Massachusetts
$488K +$34.8K +300 +8%
Thrivent Financial for Lutherans
409
Thrivent Financial for Lutherans
Minnesota
$482K +$23.2K +200 +5%
SHA
410
Smith Hayes Advisers
Nebraska
$466K -$38.3K -330 -8%
IMAS
411
ID Management A/S
Denmark
$465K – – –
SNT
412
Security National Trust
West Virginia
$465K – – –
TI
413
Turner Investments
Pennsylvania
$458K -$915K -7,873 -67%
LWM
414
LBA Wealth Management
Florida
$453K +$112K +960 +33%
LA
415
LVW Advisors
New York
$452K -$23.2K -200 -5%
PP
416
Paloma Partners
Connecticut
$442K +$442K +3,800 New
FMW
417
Farr Miller & Washington
District of Columbia
$437K – – –
TIA
418
Tiemann Investment Advisors
California
$437K +$51K +439 +13%
CAM
419
Concorde Asset Management
Michigan
$433K – – –
FA
420
FDx Advisors
Illinois
$432K -$13.4K -115 -3%
OA
421
OFI Advisors
Pennsylvania
$432K -$7.56K -65 -2%
CC
422
ClearArc Capital
Ohio
$424K +$7.67K +66 +2%
NFG
423
Next Financial Group
Texas
$420K -$20.9K -180 -5%
FTI
424
Fiduciary Trust International
Massachusetts
$418K – – –
CI
425
Constellation Investments
Ohio
$418K +$23.2K +200 +6%
15 16
17
18 19