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Constellation Brands
STZ

Overview Fund Activity

562 hedge funds and large institutions have $17.3B invested in Constellation Brands in 2015 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 234 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+31
Holders Change %
+5.84%
% of All Funds
14.99%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.67%
New
76
Increased
169
Reduced
234
Closed
34
Calls
$89.7M
Puts
$93.3M
Net Calls
-$3.55M
Net Calls Change
-$19.4M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$149M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1B
3
Invesco
3
Invesco
Georgia
$229M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.5B
5
UIM
5
USS Investment Management
United Kingdom
$75.3M

Top Sellers

1
LCG
1
Luxor Capital Group
New York
$99.9M
2
MP
2
Manikay Partners
New York
$0
3
CCM
3
Conatus Capital Management
Connecticut
$109M
4
JHIU
4
Janus Henderson Investors US
Colorado
$246M
5
Wells Fargo
5
Wells Fargo
California
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIS
501
Guardian Investor Services
New York
$134K – – –
CLOS
502
Compagnie Lombard Odier SCmA
Switzerland
$131K +$72.8K +625 +125%
BFEC
503
Benjamin F. Edwards & Company
Missouri
$129K +$57.5K +493 +80%
PIM
504
Parasol Investment Management
Illinois
$128K – – –
MAM
505
Mizuho Asset Management
Japan
$122K +$29.1K +251 +31%
WA
506
WFG Advisors
Texas
$116K – – –
CFA
507
Camarda Financial Advisors
Florida
$116K – – –
TF
508
Tompkins Financial
New York
$106K +$32K +275 +43%
ASN
509
Advisory Services Network
Georgia
$102K +$95.6K +798 +1,506%
BKA
510
Brick & Kyle Associates
Pennsylvania
$93K – – –
AF
511
Allworth Financial
California
$88K +$88K +760 New
GLI
512
Guardian Life Insurance
New York
$85K -$26.5K -228 -24%
FMT
513
First Mercantile Trust
Tennessee
$76K – – –
PCM
514
Parsons Capital Management
Rhode Island
$76K +$76K +650 New
PSC
515
Prentiss Smith & Co
Vermont
$70K – – –
HPBT
516
High Point Bank & Trust
North Carolina
$70K – – –
BBHC
517
Brown Brothers Harriman & Co
New York
$68K – – –
NCMG
518
NCM Capital Management Group
North Carolina
$67K – – –
SAMC
519
Shinko Asset Management Company
Japan
$61K -$8.45K -73 -12%
KPCM
520
Kings Point Capital Management
New York
$61K +$61K +525 New
JFGIW
521
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K -$5.19K -45 -8%
OSNBOA
522
Old Second National Bank of Aurora
Illinois
$60K – – –
BWA
523
Burt Wealth Advisors
Maryland
$58K – – –
SC
524
Searle & Co
Connecticut
$58K – – –
IWM
525
Integrated Wealth Management
California
$58K +$58K +500 New
19 20
21
22 23