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Constellation Brands

964 hedge funds and large institutions have $31.1B invested in Constellation Brands in 2018 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 373 increasing their positions, 318 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.93B | Put options by funds: $1.26B

67% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 67

17% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 318

5% more funds holding

Funds holding: 922964 (+42)

2.06% more ownership

Funds ownership: 82.63%84.69% (+2.1%)

3% less capital invested

Capital invested by funds: $32.2B → $31.1B (-$1.09B)

31% less funds holding in top 10

Funds holding in top 10: 4934 (-15)

Holders
964
Holders Change
+42
Holders Change %
+4.56%
% of All Funds
22.07%
Holding in Top 10
34
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-30.61%
% of All Funds
0.78%
New
112
Increased
373
Reduced
318
Closed
67
Calls
$2.93B
Puts
$1.26B
Net Calls
+$1.68B
Net Calls Change
-$547M
Name Holding Trade Value Shares
Change
Change in
Stake
AGA
501
Accuvest Global Advisors
Utah
$1.37M +$1.39M +6,136 +4,352%
Cetera Investment Advisers
502
Cetera Investment Advisers
Illinois
$1.37M +$52.4K +232 +4%
Daiwa Securities Group
503
Daiwa Securities Group
Japan
$1.37M +$90.3K +400 +7%
Truist Financial
504
Truist Financial
North Carolina
$1.36M
LSA
505
L & S Advisors
California
$1.35M +$91.5K +405 +7%
MAM
506
Morse Asset Management
Connecticut
$1.35M +$989K +4,380 +243%
GLA
507
Great Lakes Advisors
Illinois
$1.34M +$226 +1 +0%
CCM
508
Condor Capital Management
New Jersey
$1.34M -$12K -53 -0.9%
SC
509
Skylands Capital
Wisconsin
$1.32M -$130K -575 -9%
CAM
510
Cypress Asset Management
Texas
$1.31M +$4.52K +20 +0.3%
RP
511
Rice Partnership
Hawaii
$1.31M +$355K +1,574 +36%
CIA
512
Choate Investment Advisors
Massachusetts
$1.31M -$14.7K -65 -1%
SCM
513
Shapiro Capital Management
Georgia
$1.3M -$33.9K -150 -2%
RC
514
RegentAtlantic Capital
New Jersey
$1.29M -$13.6K -60 -1%
VFA
515
Voya Financial Advisors
Connecticut
$1.28M +$147K +653 +13%
Mariner
516
Mariner
Kansas
$1.26M +$210K +932 +19%
FNT
517
First National Trust
Pennsylvania
$1.24M +$39.8K +176 +3%
CAN
518
Cetera Advisor Networks
California
$1.23M +$23.5K +104 +2%
CCMW
519
Cypress Capital Management (Wyoming)
Wyoming
$1.23M -$16.9K -75 -1%
AAM
520
Autus Asset Management
Arizona
$1.22M +$899K +3,981 +249%
Northwestern Mutual Wealth Management
521
Northwestern Mutual Wealth Management
Wisconsin
$1.19M +$151K +667 +14%
CRCM
522
Crystal Rock Capital Management
Illinois
$1.19M +$666K +2,950 +118%
VIA
523
Vident Investment Advisory
Georgia
$1.19M -$89.2K -395 -7%
CIBC Private Wealth Group
524
CIBC Private Wealth Group
Georgia
$1.19M -$99.8K -442 -8%
CTA
525
Chesley Taft & Associates
Illinois
$1.18M +$1.22M +5,385 New

STZ Hedge Fund Activity: Q2 2018 in Review

964 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2018, worth a combined $31.1B — down 3.4% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new STZ positions and 67 closed out — a net gain of 45 holders — while 373 added to existing stakes and 318 trimmed.

The largest buyer was Jennison Associates, adding an estimated $368M. The largest seller was Deutsche Bank, cutting an estimated $252M.

  • 964 institutional investors held Constellation Brands (STZ) as of Q2 2018, up from 922 in Q1 2018.
  • Funds reported $31.1B of Constellation Brands stock for Q2 2018, down 3.4% quarter-over-quarter.
  • 112 funds opened new Constellation Brands positions in Q2 2018 and 67 closed out, a net change of +45 holders.
  • The largest Constellation Brands buyer in Q2 2018 was Jennison Associates, an estimated $368M added.
  • The largest Constellation Brands seller in Q2 2018 was Deutsche Bank, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2018.