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Constellation Brands
STZ

Overview Fund Activity

1,121 hedge funds and large institutions have $27.8B invested in Constellation Brands in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 460 increasing their positions, 395 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
-24
Holders Change %
-2.1%
% of All Funds
19.69%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.23%
New
85
Increased
460
Reduced
395
Closed
91
Calls
$583M
Puts
$639M
Net Calls
-$55.6M
Net Calls Change
+$168M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$359M
2
Citadel Advisors
Citadel Advisors
Florida
+$301M
3
Capital World Investors
Capital World Investors
California
+$192M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$111M
5
Morgan Stanley
Morgan Stanley
New York
+$93.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$790M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$527M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$295M
4
DZ Bank
DZ Bank
Germany
-$268M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
501
CX Institutional
Indiana
$1.8M +$65.9K +313 +4%
X
502
Xponance
Pennsylvania
$1.78M -$168K -796 -9%
FIM
503
Fernwood Investment Management
Massachusetts
$1.76M – – –
CAPTRUST Financial Advisors
504
CAPTRUST Financial Advisors
North Carolina
$1.76M -$136K -644 -7%
Allianz Asset Management
505
Allianz Asset Management
Germany
$1.75M -$23.4M -111,166 -93%
SWM
506
Spire Wealth Management
Virginia
$1.75M -$44.5K -211 -2%
ISWM
507
Independent Solutions Wealth Management
New York
$1.73M +$108K +513 +7%
FA
508
FMA Advisory
Pennsylvania
$1.72M -$275K -1,306 -14%
TSWM
509
Triangle Securities Wealth Management
North Carolina
$1.72M +$29.7K +141 +2%
BIM
510
Baldwin Investment Management
Pennsylvania
$1.68M -$269K -1,277 -14%
LWAC
511
Laurel Wealth Advisors (California)
California
$1.68M -$10.7K -51 -0.6%
BG
512
Bahl & Gaynor
Ohio
$1.68M -$107K -510 -6%
AIM
513
Achmea Investment Management
Netherlands
$1.67M +$57.3K +272 +4%
Mercer Global Advisors
514
Mercer Global Advisors
Colorado
$1.67M -$54.4K -258 -3%
FNBT
515
FineMark National Bank & Trust
Florida
$1.63M -$12K -57 -0.7%
WAOTB
516
Wealth Advisors of Tampa Bay
Florida
$1.63M +$147K +696 +10%
JWBC
517
J.W. Burns & Co
New York
$1.62M +$632 +3 +0%
OAM
518
Occidental Asset Management
California
$1.62M +$136K +645 +9%
NMIMC
519
Northwestern Mutual Investment Management Company
Wisconsin
$1.61M -$6.95K -33 -0.4%
SEC
520
Seven Eight Capital
New York
$1.6M +$1.6M +7,578 New
APA
521
American Portfolios Advisors
New York
$1.58M -$71.8K -341 -4%
LG
522
LaFleur & Godfrey
Michigan
$1.58M -$448K -2,124 -22%
HRC
523
Hoertkorn Richard Charles
$1.58M – – –
GI
524
GS Investments
Minnesota
$1.58M – – –
SP
525
SWS Partners
Ohio
$1.57M +$29.5K +140 +2%
19 20
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