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Constellation Brands
STZ

Overview Fund Activity

1,148 hedge funds and large institutions have $31.7B invested in Constellation Brands in 2021 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 498 increasing their positions, 364 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+21
Holders Change %
+1.86%
% of All Funds
20.21%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.32%
New
113
Increased
498
Reduced
364
Closed
79
Calls
$332M
Puts
$393M
Net Calls
-$60.9M
Net Calls Change
-$56.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$197M
2
Bank of America
Bank of America
North Carolina
+$190M
3
Capital World Investors
Capital World Investors
California
+$155M
4
DZ Bank
DZ Bank
Germany
+$146M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$121M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$309M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$282M
3
KCM
Kensico Capital Management
Connecticut
-$205M
4
CG
Carmignac Gestion
France
-$193M
5
PCM
Palestra Capital Management
New York
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
401
Toth Financial Advisory
Virginia
$3.25M +$254K +1,114 +8%
AOWM
402
Alpha Omega Wealth Management
Virginia
$3.23M +$107K +468 +3%
NB
403
Norinchukin Bank
Japan
$3.22M +$54.3K +238 +2%
TCOV
404
Trust Company of Vermont
Vermont
$3.2M +$282K +1,238 +10%
OPERF
405
Oregon Public Employees Retirement Fund
Oregon
$3.19M +$177K +778 +6%
VHAM
406
Van Hulzen Asset Management
California
$3.19M -$378K -1,657 -11%
CC
407
Cornerstone Capital
California
$3.16M +$2.46M +10,809 +356%
JG
408
Jefferies Group
New York
$3.15M -$7.18M -31,506 -70%
SHGA
409
Sand Hill Global Advisors
California
$3.1M +$300K +1,317 +11%
SCM
410
Soros Capital Management
New York
$3.1M +$704K +3,087 +29%
Westfield Capital Management
411
Westfield Capital Management
Massachusetts
$3.07M +$15K +66 +0.5%
KCPG
412
Kavar Capital Partners Group
Kansas
$3.07M -$140K -614 -4%
ACP
413
Aviance Capital Partners
Florida
$3.07M -$97.4K -427 -3%
MSFP
414
Mark Sheptoff Financial Planning
Connecticut
$3.06M +$855K +3,752 +39%
MC
415
Maverick Capital
Texas
$3.05M +$2.12M +9,289 +228%
SGCIA
416
Smith Graham & Co Investment Advisors
Texas
$3.03M -$395K -1,733 -12%
PAMG
417
Patton Albertson Miller Group
Tennessee
$2.98M +$84.3K +370 +3%
VFA
418
Valeo Financial Advisors
Indiana
$2.97M -$18.1M -79,237 -86%
IP
419
Intellectus Partners
California
$2.96M +$723K +3,173 +32%
RWA
420
River Wealth Advisors
Pennsylvania
$2.91M +$211K +926 +8%
CAN
421
Cetera Advisor Networks
California
$2.88M +$29.2K +128 +1%
HWM
422
Hohimer Wealth Management
Washington
$2.87M +$462K +2,025 +19%
OAM
423
Oak Asset Management
California
$2.86M – – –
CB
424
Commerce Bank
Missouri
$2.85M -$36.9K -162 -1%
PAM
425
Panagora Asset Management
Massachusetts
$2.84M -$77.5K -340 -3%
15 16
17
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