Constellation Brands
STZ
771 hedge funds and large institutions have $28.6B invested in Constellation Brands in 2017 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 278 increasing their positions, 276 reducing their positions, and 56 closing their positions.
88% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 56
76% more call options, than puts
Call options by funds: $2.06B | Put options by funds: $1.17B
38% more funds holding in top 10
Funds holding in top 10: 34 → 47 (+13)
19% more capital invested
Capital invested by funds: $23.9B → $28.6B (+$4.65B)
6% more funds holding
Funds holding: 724 → 771 (+47)
1% more repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 276
0.35% more ownership
Funds ownership: 85.49% → 85.84% (+0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$198M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$176M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$140M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$125M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Soroban Capital Partners
New York
|
-$230M |
| 2 |
SC
Sculptor Capital
New York
|
-$122M |
| 3 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$122M |
| 4 |
JP Morgan Chase
New York
|
-$99M |
| 5 |
First Eagle Investment Management
New York
|
-$89.4M |
STZ Hedge Fund Activity: Q2 2017 in Review
771 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2017, worth a combined $28.6B — up 19% from $23.9B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new STZ positions and 56 closed out — a net gain of 49 holders — while 278 added to existing stakes and 276 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $198M. The largest seller was Soroban Capital Partners, cutting an estimated $230M.
- 771 institutional investors held Constellation Brands (STZ) as of Q2 2017, up from 724 in Q1 2017.
- Funds reported $28.6B of Constellation Brands stock for Q2 2017, up 19% quarter-over-quarter.
- 105 funds opened new Constellation Brands positions in Q2 2017 and 56 closed out, a net change of +49 holders.
- The largest Constellation Brands buyer in Q2 2017 was Janus Henderson Group, an estimated $198M added.
- The largest Constellation Brands seller in Q2 2017 was Soroban Capital Partners, an estimated $230M sold.
Based on aggregated 13F filings for Q2 2017.