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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
MYLI
426
Meiji Yasuda Life Insurance
Japan
$1.44M -$125K -630 -8%
WB
427
Webster Bank
Connecticut
$1.42M
SW
428
SVB Wealth
Massachusetts
$1.41M +$990 +5 +0.1%
NAMP
429
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.41M
IUHSA
430
Itau Unibanco Holding S.A.
Brazil
$1.39M -$31.3K -158 -7%
FNT
431
First National Trust
Pennsylvania
$1.38M -$59.2K -299 -4%
Thrivent Financial for Lutherans
432
Thrivent Financial for Lutherans
Minnesota
$1.36M +$75.2K +380 +6%
TI
433
Trexquant Investment
Connecticut
$1.36M +$1.35M +6,802 New
EAMA
434
EFG Asset Management (Americas)
Florida
$1.34M +$1.33M +6,740 New
CAM
435
Cypress Asset Management
Texas
$1.33M -$14.8K -75 -1%
DCM
436
Dynamic Capital Management
Jersey
$1.33M -$17.3M -87,278 -93%
SC
437
Skylands Capital
Wisconsin
$1.32M -$435K -2,200 -25%
HCM
438
HM Capital Management
Missouri
$1.31M -$1.58K -8 -0.1%
CI
439
Cigna Investments
Connecticut
$1.3M -$13.1K -66 -1%
RC
440
RegentAtlantic Capital
New Jersey
$1.29M -$3.37K -17 -0.3%
JWBC
441
J.W. Burns & Co
New York
$1.28M +$49.5K +250 +4%
Truist Financial
442
Truist Financial
North Carolina
$1.27M -$77.4K -391 -6%
CIA
443
Choate Investment Advisors
Massachusetts
$1.26M +$990 +5 +0.1%
CCM
444
Condor Capital Management
New Jersey
$1.25M -$3.76K -19 -0.3%
GLA
445
Great Lakes Advisors
Illinois
$1.25M +$5.34K +27 +0.4%
SPC
446
Sigma Planning Corp
Michigan
$1.24M -$18.4K -93 -1%
SCM
447
Shapiro Capital Management
Georgia
$1.22M +$237K +1,200 +24%
CCMW
448
Cypress Capital Management (Wyoming)
Wyoming
$1.21M -$12.9K -65 -1%
ASN
449
Advisory Services Network
Georgia
$1.2M -$190K -961 -14%
PGFC
450
Peapack-Gladstone Financial Corp
New Jersey
$1.2M +$1.19M +6,013 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.