Constellation Brands
499 hedge funds and large institutions have $12.7B invested in Constellation Brands in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 178 increasing their positions, 182 reducing their positions, and 42 closing their positions.
105% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 42
25% more funds holding in top 10
Funds holding in top 10: 24 → 30 (+6)
20% more capital invested
Capital invested by funds: $10.6B → $12.7B (+$2.12B)
8% more funds holding
Funds holding: 464 → 499 (+35)
6% more call options, than puts
Call options by funds: $196M | Put options by funds: $185M
2% less repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 182
2.59% less ownership
Funds ownership: 90.85% → 88.25% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$128M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$121M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$111M |
| 4 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
+$104M |
| 5 |
CCI
Columbus Circle Investors
|
+$87.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Senator Investment Group
New York
|
-$153M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$99.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$87.1M |
| 4 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$83.6M |
| 5 |
Goldman Sachs
New York
|
-$62.6M |
STZ Hedge Fund Activity: Q1 2014 in Review
499 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q1 2014, worth a combined $12.7B — up 20% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new STZ positions and 42 closed out — a net gain of 44 holders — while 178 added to existing stakes and 182 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $128M. The largest seller was Senator Investment Group, exiting entirely with an estimated $153M sold.
- 499 institutional investors held Constellation Brands (STZ) as of Q1 2014, up from 464 in Q4 2013.
- Funds reported $12.7B of Constellation Brands stock for Q1 2014, up 20% quarter-over-quarter.
- 86 funds opened new Constellation Brands positions in Q1 2014 and 42 closed out, a net change of +44 holders.
- The largest Constellation Brands buyer in Q1 2014 was JP Morgan Chase, an estimated $128M added.
- The largest Constellation Brands seller in Q1 2014 was Senator Investment Group, an estimated $153M sold.
Based on aggregated 13F filings for Q1 2014.