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Constellation Brands
STZ

Overview Fund Activity

562 hedge funds and large institutions have $17.3B invested in Constellation Brands in 2015 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 234 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+31
Holders Change %
+5.84%
% of All Funds
14.99%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.67%
New
76
Increased
169
Reduced
234
Closed
34
Calls
$89.7M
Puts
$93.3M
Net Calls
-$3.55M
Net Calls Change
-$19.4M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$149M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1B
3
Invesco
3
Invesco
Georgia
$229M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.5B
5
UIM
5
USS Investment Management
United Kingdom
$75.3M

Top Sellers

1
LCG
1
Luxor Capital Group
New York
$99.9M
2
MP
2
Manikay Partners
New York
$0
3
CCM
3
Conatus Capital Management
Connecticut
$109M
4
JHIU
4
Janus Henderson Investors US
Colorado
$246M
5
Wells Fargo
5
Wells Fargo
California
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
526
VanEck Associates
New York
$57K +$27K +231 +90%
QAM
527
QCI Asset Management
New York
$51K – – –
FCCM
528
First City Capital Management
Georgia
$46.5K – – –
MWP
529
MYCIO Wealth Partners
Pennsylvania
$44K – – –
WP
530
WealthPLAN Partners
Nebraska
$41K +$41K +340 New
LWA
531
Lowe Wealth Advisors
Maryland
$35K – – –
BAM
532
Bruderman Asset Management
New York
$33K +$33K +285 New
RIA
533
Regal Investment Advisors
Michigan
$30K +$11.7K +100 +64%
BPBT
534
Boston Private Bank & Trust
Massachusetts
$28K – – –
SIA
535
Stancorp Investment Advisers
Oregon
$27K – – –
IMS
536
Index Management Solutions
Pennsylvania
$25K +$20.6K +175 +473%
BG
537
Bollard Group
Massachusetts
$23K – – –
MUS
538
Mitsubishi UFJ Securities
Japan
$23K +$23K +200 New
WAM
539
Wolverine Asset Management
Illinois
$23K +$23K +200 New
CGT
540
Capital Guardian Trust
California
$22K +$22K +190 New
CHP
541
Cable Hill Partners
Oregon
$21K – – –
Manulife (Manufacturers Life Insurance)
542
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.1K -$485 -4,174 -2%
EWM
543
Evercore Wealth Management
New York
$19K – – –
DADC
544
D.A. Davidson & Co
Montana
$17K -$5.67K -50 -25%
FMII
545
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
GAM
546
Gemmer Asset Management
California
$16K +$576 +5 +4%
WTC
547
WhitTier Trust Company
Nevada
$14K – – –
SJIM
548
St. Johns Investment Management
Florida
$12K -$6K -50 -33%
RCG
549
Ruggie Capital Group
Florida
$7K +$7K +62 New
FAM
550
Fortaleza Asset Management
Illinois
$6K – – –
20 21
22
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