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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
401
Archon Partners
New Jersey
$1.77M
ED
402
Exane Derivatives
France
$1.77M +$1.64M +8,303 +1,417%
ZCI
403
Zevenbergen Capital Investments
Washington
$1.75M +$917K +4,634 +111%
IAA
404
Independent Advisor Alliance
North Carolina
$1.74M +$12.1K +61 +0.7%
AF
405
Arrow Financial
New York
$1.73M +$252K +1,274 +17%
PMAM
406
Picton Mahoney Asset Management
Ontario, Canada
$1.7M
BCM
407
Bayesian Capital Management
New York
$1.68M +$1.66M +8,400 New
CWM
408
Calamos Wealth Management
Illinois
$1.67M -$13.1K -66 -0.8%
FCI
409
Financial Counselors Inc
Kansas
$1.67M -$20.2K -102 -1%
SOADOR
410
State of Alaska Department of Revenue
Alaska
$1.66M +$938K +4,740 +132%
WHG
411
Westwood Holdings Group
Texas
$1.63M
BSPF
412
British Steel Pension Fund
United Kingdom
$1.63M -$401K -2,026 -20%
PAM
413
Panagora Asset Management
Massachusetts
$1.63M -$225K -1,136 -12%
BTS
414
BB&T Securities
Virginia
$1.61M +$40.4K +204 +3%
Los Angeles Capital Management
415
Los Angeles Capital Management
California
$1.59M -$968K -4,893 -38%
SSB
416
Sandy Spring Bank
Maryland
$1.58M +$18.8K +95 +1%
CANY
417
Caxton Associates (New York)
New York
$1.58M +$970K +4,900 +163%
CB
418
Commerce Bank
Missouri
$1.5M -$21.4K -108 -1%
GXMC
419
Global X Management Company
New York
$1.5M -$36K -182 -2%
UR
420
USCA RIA
Texas
$1.5M
Baird Financial Group
421
Baird Financial Group
Wisconsin
$1.48M -$86.7K -438 -6%
Envestnet Asset Management
422
Envestnet Asset Management
Illinois
$1.45M +$68.9K +348 +5%
CEP
423
Chicago Equity Partners
Illinois
$1.45M +$567K +2,865 +65%
LA
424
Lau Associates
Delaware
$1.45M +$19.8K +100 +1%
HIM
425
Hutchens Investment Management
New Hampshire
$1.44M +$1.43M +7,225 New

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.