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Constellation Brands
STZ

Overview Fund Activity

1,145 hedge funds and large institutions have $32B invested in Constellation Brands in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 505 increasing their positions, 360 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
19.99%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
89
Increased
505
Reduced
360
Closed
85
Calls
$548M
Puts
$772M
Net Calls
-$224M
Net Calls Change
-$163M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$252M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$132M
3
HMP
HS Management Partners
New York
+$131M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$128M
5
Citadel Advisors
Citadel Advisors
Florida
+$119M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.03B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$362M
3
MG
Meritage Group
California
-$308M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$150M
5
CG
Carmignac Gestion
France
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
501
West Oak Capital
California
$2M +$35.1K +150 +2%
HWA
502
HCR Wealth Advisors
California
$2M +$133K +567 +7%
SWM
503
Spire Wealth Management
Virginia
$1.99M -$229K -978 -10%
Bessemer Group
504
Bessemer Group
New Jersey
$1.98M +$10.5K +45 +0.5%
BG
505
Bahl & Gaynor
Ohio
$1.98M -$119K -510 -6%
FIM
506
Fernwood Investment Management
Massachusetts
$1.96M +$32.7K +140 +2%
NA
507
NewEdge Advisors
Louisiana
$1.94M +$877K +3,751 +83%
IHL
508
Investment House LLC
California
$1.93M +$340K +1,455 +21%
CIM
509
Cambria Investment Management
California
$1.93M +$188K +804 +11%
CI
510
CX Institutional
Indiana
$1.92M -$50.5K -216 -3%
VF
511
Virtu Financial
New York
$1.91M +$829K +3,544 +76%
Mercer Global Advisors
512
Mercer Global Advisors
Colorado
$1.91M +$390K +1,669 +26%
CAL
513
Capital Analysts LLC
Pennsylvania
$1.9M +$112K +481 +6%
LWAC
514
Laurel Wealth Advisors (California)
California
$1.88M +$180K +769 +11%
TSWM
515
Triangle Securities Wealth Management
North Carolina
$1.87M +$29.2K +125 +2%
APA
516
American Portfolios Advisors
New York
$1.84M +$95.4K +408 +5%
BPA
517
Beacon Pointe Advisors
California
$1.83M +$1.83M +7,813 New
FNBT
518
FineMark National Bank & Trust
Florida
$1.82M -$15.9K -68 -0.9%
UR
519
USCA RIA
Texas
$1.82M -$47.2K -202 -3%
DRS
520
Deane Retirement Strategies
Louisiana
$1.81M +$25.5K +109 +1%
ISWM
521
Independent Solutions Wealth Management
New York
$1.8M +$148K +633 +9%
JWBC
522
J.W. Burns & Co
New York
$1.8M -$37.4K -160 -2%
NMIMC
523
Northwestern Mutual Investment Management Company
Wisconsin
$1.8M -$7.72K -33 -0.4%
AIM
524
Achmea Investment Management
Netherlands
$1.79M – – –
MCM
525
Magnolia Capital Management
New York
$1.78M – – –
19 20
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