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Constellation Brands
STZ

Overview Fund Activity

955 hedge funds and large institutions have $20.1B invested in Constellation Brands in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 371 increasing their positions, 390 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-96
Holders Change %
-9.13%
% of All Funds
21.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
91
Increased
371
Reduced
390
Closed
173
Calls
$335M
Puts
$357M
Net Calls
-$21.5M
Net Calls Change
+$129M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$461M
2
Bank of America
Bank of America
North Carolina
+$282M
3
Harris Associates
Harris Associates
Illinois
+$240M
4
BlackRock
BlackRock
New York
+$138M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$102M

Top Sellers

1
JSP
Jackson Square Partners
California
-$430M
2
Citadel Advisors
Citadel Advisors
Florida
-$222M
3
Morgan Stanley
Morgan Stanley
New York
-$152M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$136M
5
Macquarie Group
Macquarie Group
Australia
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
476
CIBC Private Wealth Group
Georgia
$920K +$580K +4,045 +171%
PK
477
Pflug Koory
Nebraska
$912K +$338K +2,356 +59%
ANRIA
478
American National Registered Investment Advisor
Texas
$911K -$2.87K -20 -0.3%
TSWM
479
Triangle Securities Wealth Management
North Carolina
$905K +$72.5K +506 +9%
AUB
480
Atlantic Union Bankshares
Virginia
$903K -$4.3K -30 -0.5%
BIM
481
Baldwin Investment Management
Pennsylvania
$902K -$14.3K -100 -2%
AAM
482
Advisors Asset Management
Colorado
$895K -$776K -5,413 -46%
GLA
483
Great Lakes Advisors
Illinois
$882K -$18.6K -130 -2%
BSB
484
Bangor Savings Bank
Maine
$878K -$6.02K -42 -0.7%
CNBTD
485
Citizens National Bank Trust Department
Mississippi
$875K +$875K +6,105 New
HWM
486
Hohimer Wealth Management
Washington
$871K +$153K +939 +21%
MIM
487
Miller Investment Management
Pennsylvania
$860K – – –
DAM
488
Diamant Asset Management
Connecticut
$856K -$68.1K -475 -7%
XWM
489
Xcel Wealth Management
Florida
$855K +$855K +5,969 New
SAM
490
Shell Asset Management
Netherlands
$841K -$71.7K -500 -8%
BFEC
491
Benjamin F. Edwards & Company
Missouri
$838K +$205K +1,428 +32%
LFA
492
Lighthouse Financial Advisors
Maryland
$834K +$19.9K +139 +2%
SCM
493
Shapiro Capital Management
Georgia
$829K – – –
RC
494
RegentAtlantic Capital
New Jersey
$826K – – –
LW
495
Linscomb Wealth
Texas
$821K +$525K +3,666 +178%
LD
496
Lipe & Dalton
New York
$820K -$17.2K -120 -2%
IP
497
Intellectus Partners
California
$818K +$110K +766 +16%
CAL
498
Capital Analysts LLC
Pennsylvania
$817K -$10K -70 -1%
RFN
499
RDA Financial Network
Iowa
$816K +$80.3K +560 +11%
CGH
500
Crossmark Global Holdings
Texas
$810K -$3.59K -25 -0.4%
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