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Constellation Brands
STZ

Overview Fund Activity

1,148 hedge funds and large institutions have $31.7B invested in Constellation Brands in 2021 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 498 increasing their positions, 364 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+21
Holders Change %
+1.86%
% of All Funds
20.21%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.32%
New
113
Increased
498
Reduced
364
Closed
79
Calls
$332M
Puts
$393M
Net Calls
-$60.9M
Net Calls Change
-$56.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$197M
2
Bank of America
Bank of America
North Carolina
+$190M
3
Capital World Investors
Capital World Investors
California
+$155M
4
DZ Bank
DZ Bank
Germany
+$146M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$121M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$309M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$282M
3
KCM
Kensico Capital Management
Connecticut
-$205M
4
CG
Carmignac Gestion
France
-$193M
5
PCM
Palestra Capital Management
New York
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
501
Wunderlich Capital Managemnt
Tennessee
$1.94M -$13.7K -60 -0.7%
BAM
502
Belpointe Asset Management
Nevada
$1.92M -$289K -1,267 -13%
Bessemer Group
503
Bessemer Group
New Jersey
$1.92M +$14.1K +62 +0.7%
CI
504
CX Institutional
Indiana
$1.92M +$1.87M +8,204 +3,746%
WOC
505
West Oak Capital
California
$1.91M -$35.3K -155 -2%
AP
506
Appleton Partners
Massachusetts
$1.9M +$508K +2,228 +37%
FIM
507
Fernwood Investment Management
Massachusetts
$1.88M +$114K +500 +6%
SWM
508
Spire Wealth Management
Virginia
$1.84M +$1.84M +9,496 New
PIG
509
Pantheon Investment Group
California
$1.83M +$68.4K +300 +4%
ASN
510
Advisory Services Network
Georgia
$1.82M -$72K -316 -4%
HWA
511
HCR Wealth Advisors
California
$1.82M -$46.3K -203 -2%
UR
512
USCA RIA
Texas
$1.82M -$149K -652 -8%
PCM
513
Prelude Capital Management
New York
$1.8M +$711K +3,117 +65%
TSWM
514
Triangle Securities Wealth Management
North Carolina
$1.8M +$81K +355 +5%
JWBC
515
J.W. Burns & Co
New York
$1.79M -$1.37K -6 -0.1%
WCM
516
Weld Capital Management
New York
$1.79M +$1.79M +7,853 New
FNBT
517
FineMark National Bank & Trust
Florida
$1.79M -$1.14K -5 -0.1%
NMIMC
518
Northwestern Mutual Investment Management Company
Wisconsin
$1.76M -$364K -1,595 -17%
AIM
519
Achmea Investment Management
Netherlands
$1.75M – – –
DRS
520
Deane Retirement Strategies
Louisiana
$1.75M +$1.75M +7,617 New
CAL
521
Capital Analysts LLC
Pennsylvania
$1.74M +$185K +812 +12%
MCM
522
Magnolia Capital Management
New York
$1.73M -$36.5K -160 -2%
HRC
523
Hoertkorn Richard Charles
$1.71M – – –
CIM
524
Cambria Investment Management
California
$1.7M +$504K +2,211 +42%
APA
525
American Portfolios Advisors
New York
$1.7M +$103K +450 +6%
19 20
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