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Constellation Brands
STZ

Overview Fund Activity

531 hedge funds and large institutions have $14.8B invested in Constellation Brands in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 163 increasing their positions, 223 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+5
Holders Change %
+0.95%
% of All Funds
14.17%
Holding in Top 10
28
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+55.56%
% of All Funds
0.75%
New
65
Increased
163
Reduced
223
Closed
52
Calls
$103M
Puts
$87.2M
Net Calls
+$15.9M
Net Calls Change
-$13.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$727M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$965M
3
HCM
Highline Capital Management
New York
$144M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$139M
5
SCM
Suvretta Capital Management
New York
$74.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$354M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$227M
3
EPCM
Eton Park Capital Management
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$46.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
426
Bridgecreek Investment Management
Oklahoma
$265K – – –
ICAS
427
Investors Capital Advisory Services
Massachusetts
$264K -$18.7K -192 -7%
PI
428
Placemark Investments
Illinois
$261K -$206K -2,104 -44%
NCM
429
Neumann Capital Management
California
$260K +$260K +2,650 New
SW
430
SVB Wealth
Massachusetts
$259K +$259K +2,640 New
ST
431
Smithfield Trust
Pennsylvania
$257K -$16.1K -163 -6%
I
432
IberiaBank
Louisiana
$253K +$253K +2,576 New
CA
433
Cetera Advisors
Colorado
$249K +$249K +2,539 New
JG
434
Jefferies Group
New York
$246K -$2.07M -21,036 -89%
BA
435
Boston Advisors
Massachusetts
$240K +$14K +142 +6%
First Eagle Investment Management
436
First Eagle Investment Management
New York
$236K – – –
PMG
437
ProVise Management Group
Florida
$236K – – –
Truist Financial
438
Truist Financial
North Carolina
$236K +$2.94K +30 +1%
FCBT
439
First Citizens Bank & Trust
North Carolina
$236K +$236K +2,400 New
WEC
440
Winslow Evans & Crocker
Massachusetts
$234K -$371K -3,776 -61%
QI
441
QS Investors
New York
$232K -$492K -5,000 -68%
MCM
442
Monarch Capital Management
Indiana
$231K – – –
GIBU
443
Gulf International Bank (UK)
United Kingdom
$225K +$85.6K +870 +61%
EFS
444
Essex Financial Services
Connecticut
$223K +$223K +2,275 New
CCMW
445
Cypress Capital Management (Wyoming)
Wyoming
$216K +$216K +2,200 New
PAG
446
Private Advisor Group
New Jersey
$214K +$214K +2,184 New
BFM
447
Boston Financial Management
Massachusetts
$211K +$211K +2,150 New
RFC
448
Regions Financial Corp
Alabama
$210K +$210K +2,144 New
VFAM
449
Valley Forge Asset Management
Pennsylvania
$206K +$206K +2,100 New
BOTW
450
Bank of the West
California
$206K +$206K +2,101 New
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