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Constellation Brands
STZ

Overview Fund Activity

1,127 hedge funds and large institutions have $30.6B invested in Constellation Brands in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 397 increasing their positions, 407 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+85
Holders Change %
+8.16%
% of All Funds
20%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
162
Increased
397
Reduced
407
Closed
66
Calls
$435M
Puts
$439M
Net Calls
-$4.14M
Net Calls Change
+$137M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$332M
2
Capital World Investors
Capital World Investors
California
+$286M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$255M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$199M
5
DZ Bank
DZ Bank
Germany
+$170M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.08B
2
KCM
Kensico Capital Management
Connecticut
-$664M
3
BlackRock
BlackRock
New York
-$113M
4
Jennison Associates
Jennison Associates
New York
-$96.7M
5
Harris Associates
Harris Associates
Illinois
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
451
Steward Partners Investment Advisory
New York
$2.23M +$73.4K +335 +3%
AWM
452
AE Wealth Management
Kansas
$2.21M +$293K +1,338 +15%
AAS
453
Avantax Advisory Services
Texas
$2.2M -$2.29M -10,426 -51%
KRS
454
Kentucky Retirement Systems
Kentucky
$2.18M +$35.9K +164 +2%
AA
455
Altman Advisors
Illinois
$2.17M +$15.3K +70 +0.7%
CCM
456
Cox Capital Management
Massachusetts
$2.15M +$265K +1,210 +14%
IP
457
Intellectus Partners
California
$2.15M +$587K +2,678 +38%
XWM
458
Xcel Wealth Management
Florida
$2.14M +$427K +1,950 +25%
WR
459
WD Rutherford
Oregon
$2.13M +$2.13M +9,740 New
PHIMC
460
Private Harbour Investment Management & Counsel
Ohio
$2.13M -$11K -50 -0.5%
BAM
461
Belpointe Asset Management
Nevada
$2.13M +$742K +3,385 +54%
MSFP
462
Mark Sheptoff Financial Planning
Connecticut
$2.12M -$66.6K -304 -3%
WIA
463
Wealthstreet Investment Advisors
Texas
$2.11M -$164K -750 -7%
FA
464
FMA Advisory
Pennsylvania
$2.11M +$16.7K +76 +0.8%
SBL
465
Sargent Bickham Lagudis
Colorado
$2.1M -$102K -464 -5%
BG
466
Bahl & Gaynor
Ohio
$2.08M -$389K -1,777 -16%
CCA
467
Cobblestone Capital Advisors
New York
$2.07M -$7.23K -33 -0.3%
LFAS
468
Level Four Advisory Services
Texas
$2.06M -$183K -834 -8%
NMIMC
469
Northwestern Mutual Investment Management Company
Wisconsin
$2.04M +$16.4K +75 +0.8%
EBT
470
Enterprise Bank & Trust
Massachusetts
$2.03M -$88.7K -405 -4%
AB
471
Amalgamated Bank
New York
$2.01M +$1.1K +5 +0.1%
1832 Asset Management
472
1832 Asset Management
Ontario, Canada
$1.95M +$1.94M +9,322 +16,949%
FBA
473
Front Barnett Associates
Illinois
$1.95M +$111K +505 +6%
AP
474
Archon Partners
New Jersey
$1.95M – – –
BCP
475
Blackhawk Capital Partners
Wisconsin
$1.92M +$67.7K +357 +4%
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