Constellation Brands
697 hedge funds and large institutions have $22.8B invested in Constellation Brands in 2016 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 279 increasing their positions, 243 reducing their positions, and 60 closing their positions.
65% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 60
15% more repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 243
9% more funds holding in top 10
Funds holding in top 10: 45 → 49 (+4)
5% more funds holding
Funds holding: 666 → 697 (+31)
3.21% more ownership
Funds ownership: 86.85% → 90.06% (+3.2%)
4% less capital invested
Capital invested by funds: $23.6B → $22.8B (-$827M)
11% less call options, than puts
Call options by funds: $181M | Put options by funds: $203M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$868M |
| 2 |
Jennison Associates
New York
|
+$129M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$119M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$111M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$86.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
-$200M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$122M |
| 3 |
D.E. Shaw & Co
New York
|
-$97.7M |
| 4 |
Goldman Sachs
New York
|
-$78.4M |
| 5 |
JP Morgan Chase
New York
|
-$78.1M |
STZ Hedge Fund Activity: Q1 2016 in Review
697 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q1 2016, worth a combined $22.8B — down 3.5% from $23.6B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new STZ positions and 60 closed out — a net gain of 39 holders — while 279 added to existing stakes and 243 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $868M. The largest seller was Eagle Capital Management (New York), cutting an estimated $200M.
- 697 institutional investors held Constellation Brands (STZ) as of Q1 2016, up from 666 in Q4 2015.
- Funds reported $22.8B of Constellation Brands stock for Q1 2016, down 3.5% quarter-over-quarter.
- 99 funds opened new Constellation Brands positions in Q1 2016 and 60 closed out, a net change of +39 holders.
- The largest Constellation Brands buyer in Q1 2016 was Royal London Asset Management, an estimated $868M added.
- The largest Constellation Brands seller in Q1 2016 was Eagle Capital Management (New York), an estimated $200M sold.
Based on aggregated 13F filings for Q1 2016.