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Constellation Brands
STZ

Overview Fund Activity

1,127 hedge funds and large institutions have $30.6B invested in Constellation Brands in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 397 increasing their positions, 407 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+85
Holders Change %
+8.16%
% of All Funds
20%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
162
Increased
397
Reduced
407
Closed
66
Calls
$435M
Puts
$439M
Net Calls
-$4.14M
Net Calls Change
+$137M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$332M
2
Capital World Investors
Capital World Investors
California
+$286M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$255M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$199M
5
DZ Bank
DZ Bank
Germany
+$170M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.08B
2
KCM
Kensico Capital Management
Connecticut
-$664M
3
BlackRock
BlackRock
New York
-$113M
4
Jennison Associates
Jennison Associates
New York
-$96.7M
5
Harris Associates
Harris Associates
Illinois
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QSS
501
Quantitative Systematic Strategies
Florida
$1.65M -$2M -9,140 -55%
TSWM
502
Triangle Securities Wealth Management
North Carolina
$1.65M -$16.4K -75 -1%
HRC
503
Hoertkorn Richard Charles
$1.64M – – –
LWAC
504
Laurel Wealth Advisors (California)
California
$1.62M -$11.6K -53 -0.7%
QIM
505
Quantitative Investment Management
Virginia
$1.61M +$14K +64 +0.9%
UB
506
UMB Bank
Missouri
$1.61M -$624K -2,846 -28%
X
507
Xponance
Pennsylvania
$1.59M +$99K +452 +7%
BNP Paribas Asset Management
508
BNP Paribas Asset Management
France
$1.59M -$15.3K -70 -1%
CNBTD
509
Citizens National Bank Trust Department
Mississippi
$1.58M +$25.2K +115 +2%
CC
510
Claybrook Capital
Massachusetts
$1.58M +$7.67K +35 +0.5%
PK
511
Pflug Koory
Nebraska
$1.57M +$39.9K +182 +3%
LG
512
LaFleur & Godfrey
Michigan
$1.57M +$448K +2,045 +40%
B
513
BP
United Kingdom
$1.56M -$1.73M -7,896 -53%
Holocene Advisors
514
Holocene Advisors
New York
$1.55M -$485K -2,215 -24%
IHL
515
Investment House LLC
California
$1.55M -$141K -645 -8%
APA
516
American Portfolios Advisors
New York
$1.53M +$10.3K +47 +0.7%
OC
517
Oppenheimer & Co
New York
$1.53M +$125K +571 +9%
SG Americas Securities
518
SG Americas Securities
New York
$1.53M +$1.06M +4,838 +228%
BIM
519
Baldwin Investment Management
Pennsylvania
$1.51M +$26.7K +122 +2%
VF
520
Virtu Financial
New York
$1.51M +$1.51M +6,908 New
RIA
521
Regal Investment Advisors
Michigan
$1.5M +$1.5M +6,853 New
CAL
522
Capital Analysts LLC
Pennsylvania
$1.5M +$123K +563 +9%
WAOTB
523
Wealth Advisors of Tampa Bay
Florida
$1.49M – – –
USGIU
524
U.S. Global Investors (USGI)
Texas
$1.49M +$1.49M +6,800 New
CCM
525
Condor Capital Management
New Jersey
$1.49M +$17.3K +79 +1%
19 20
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