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Constellation Brands

964 hedge funds and large institutions have $31.1B invested in Constellation Brands in 2018 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 373 increasing their positions, 318 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.93B | Put options by funds: $1.26B

67% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 67

17% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 318

5% more funds holding

Funds holding: 922964 (+42)

2.06% more ownership

Funds ownership: 82.63%84.69% (+2.1%)

3% less capital invested

Capital invested by funds: $32.2B → $31.1B (-$1.09B)

31% less funds holding in top 10

Funds holding in top 10: 4934 (-15)

Holders
964
Holders Change
+42
Holders Change %
+4.56%
% of All Funds
22.07%
Holding in Top 10
34
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-30.61%
% of All Funds
0.78%
New
112
Increased
373
Reduced
318
Closed
67
Calls
$2.93B
Puts
$1.26B
Net Calls
+$1.68B
Net Calls Change
-$547M
Name Holding Trade Value Shares
Change
Change in
Stake
IAM
451
Integre Asset Management
New York
$1.96M
AP
452
Archon Partners
New Jersey
$1.95M
SCP
453
Syntal Capital Partners
Texas
$1.91M +$43.6K +193 +2%
EAMA
454
EFG Asset Management (Americas)
Florida
$1.9M +$367K +1,625 +23%
TSS
455
Two Sigma Securities
New York
$1.89M -$237K -1,048 -11%
ONB
456
Old National Bancorp
Indiana
$1.87M -$5.12M -22,691 -73%
UR
457
USCA RIA
Texas
$1.86M -$157K -694 -8%
GXMC
458
Global X Management Company
New York
$1.84M +$285K +1,261 +18%
BGDI
459
BW Gestao de Investimentos
Brazil
$1.84M +$1.9M +8,400 New
AIM
460
Assured Investment Management
New York
$1.82M -$5.83M -25,802 -76%
TVWM
461
Tower View Wealth Management
Wisconsin
$1.82M +$42.7K +189 +2%
WHG
462
Westwood Holdings Group
Texas
$1.79M
JG
463
Jefferies Group
New York
$1.78M -$16.9M -74,958 -90%
RWA
464
River Wealth Advisors
Pennsylvania
$1.78M +$418K +1,851 +30%
MYLI
465
Meiji Yasuda Life Insurance
Japan
$1.77M +$678K +3,000 +59%
DAM
466
Doheny Asset Management
California
$1.77M +$935K +4,140 +105%
NIMI
467
Natixis Investment Managers International
France
$1.75M +$1.35M +5,963 +295%
LA
468
Lau Associates
Delaware
$1.75M +$22.6K +100 +1%
Pacer Advisors
469
Pacer Advisors
Pennsylvania
$1.74M +$308K +1,364 +21%
CWM
470
Calamos Wealth Management
Illinois
$1.71M -$23.7K -105 -1%
PMAM
471
Picton Mahoney Asset Management
Ontario, Canada
$1.69M
II
472
IFM Investors
Australia
$1.68M +$523K +2,317 +43%
FDS
473
Freedom Day Solutions
Texas
$1.67M +$1.72M +7,636 New
GIA
474
Granite Investment Advisors
New Hampshire
$1.67M +$2.26K +10 +0.1%
GIA
475
Gateway Investment Advisers
Ohio
$1.66M -$178K -788 -9%

STZ Hedge Fund Activity: Q2 2018 in Review

964 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2018, worth a combined $31.1B — down 3.4% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new STZ positions and 67 closed out — a net gain of 45 holders — while 373 added to existing stakes and 318 trimmed.

The largest buyer was Jennison Associates, adding an estimated $368M. The largest seller was Deutsche Bank, cutting an estimated $252M.

  • 964 institutional investors held Constellation Brands (STZ) as of Q2 2018, up from 922 in Q1 2018.
  • Funds reported $31.1B of Constellation Brands stock for Q2 2018, down 3.4% quarter-over-quarter.
  • 112 funds opened new Constellation Brands positions in Q2 2018 and 67 closed out, a net change of +45 holders.
  • The largest Constellation Brands buyer in Q2 2018 was Jennison Associates, an estimated $368M added.
  • The largest Constellation Brands seller in Q2 2018 was Deutsche Bank, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2018.