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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
CWM
476
Confluence Wealth Management
Oregon
$983K -$22.8K -115 -2%
N
477
Nuveen
North Carolina
$982K +$50.3K +254 +5%
FRM
478
Fox Run Management
Connecticut
$977K +$970K +4,900 New
II
479
IFM Investors
Australia
$961K +$10.7K +54 +1%
GLRA
480
Gerald L. Ray & Associates
Texas
$923K
Cetera Investment Advisers
481
Cetera Investment Advisers
Illinois
$923K +$151K +765 +20%
Brown Advisory
482
Brown Advisory
Maryland
$911K +$542K +2,740 +150%
KRSITF
483
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$904K -$32.1K -162 -3%
WEC
484
Winslow Evans & Crocker
Massachusetts
$902K -$336K -1,696 -27%
KeyBank National Association
485
KeyBank National Association
Ohio
$894K -$43.5K -220 -5%
IRF
486
IBM Retirement Fund
New York
$892K +$19.6K +99 +3%
MERSOM
487
Municipal Employees' Retirement System of Michigan
Michigan
$886K -$255K -1,290 -23%
Pacer Advisors
488
Pacer Advisors
Pennsylvania
$886K +$129K +653 +17%
SGCA
489
Steel Grove Capital Advisors
Tennessee
$884K +$247K +1,250 +39%
CCA
490
Cobblestone Capital Advisors
New York
$883K -$11.5K -58 -1%
CC
491
ClearArc Capital
Ohio
$878K +$41.2K +208 +5%
BWA
492
BDO Wealth Advisors
Florida
$873K +$24.7K +125 +3%
IH
493
IFC Holdings
Florida
$873K +$55K +278 +7%
PA
494
Profund Advisors
Maryland
$872K -$209K -1,054 -19%
PVWM
495
Point View Wealth Management
New Jersey
$871K
EM
496
ELCO Management
New York
$861K +$854K +4,315 New
PK
497
Pflug Koory
Nebraska
$858K
LFAS
498
Level Four Advisory Services
Texas
$856K +$358K +1,810 +73%
DAM
499
Doheny Asset Management
California
$854K +$127K +640 +18%
KIM
500
Karpus Investment Management
New York
$846K

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.