Constellation Brands
574 hedge funds and large institutions have $17.2B invested in Constellation Brands in 2015 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 201 increasing their positions, 218 reducing their positions, and 40 closing their positions.
48% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 40
2% more funds holding
Funds holding: 563 → 574 (+11)
0% less capital invested
Capital invested by funds: $17.3B → $17.2B (-$76.5M)
8% less repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 218
10% less call options, than puts
Call options by funds: $121M | Put options by funds: $135M
1.16% less ownership
Funds ownership: 87.74% → 86.59% (-1.2%)
4% less funds holding in top 10
Funds holding in top 10: 25 → 24 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$222M |
| 2 |
Morgan Stanley
New York
|
+$77.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$75.7M |
| 4 |
Two Sigma Investments
New York
|
+$67M |
| 5 |
O
OppenheimerFunds
New York
|
+$63.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$316M |
| 2 |
Eagle Capital Management (New York)
New York
|
-$118M |
| 3 |
LCG
Luxor Capital Group
New York
|
-$99.9M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$59.1M |
| 5 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$51.1M |
STZ Hedge Fund Activity: Q2 2015 in Review
574 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2015, worth a combined $17.2B — down 0.44% from $17.3B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new STZ positions and 40 closed out — a net gain of 19 holders — while 201 added to existing stakes and 218 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $222M. The largest seller was JP Morgan Chase, cutting an estimated $316M.
- 574 institutional investors held Constellation Brands (STZ) as of Q2 2015, up from 563 in Q1 2015.
- Funds reported $17.2B of Constellation Brands stock for Q2 2015, down 0.44% quarter-over-quarter.
- 59 funds opened new Constellation Brands positions in Q2 2015 and 40 closed out, a net change of +19 holders.
- The largest Constellation Brands buyer in Q2 2015 was Capital World Investors, an estimated $222M added.
- The largest Constellation Brands seller in Q2 2015 was JP Morgan Chase, an estimated $316M sold.
Based on aggregated 13F filings for Q2 2015.