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Constellation Brands

964 hedge funds and large institutions have $31.1B invested in Constellation Brands in 2018 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 373 increasing their positions, 318 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.93B | Put options by funds: $1.26B

67% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 67

17% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 318

5% more funds holding

Funds holding: 922964 (+42)

2.06% more ownership

Funds ownership: 82.63%84.69% (+2.1%)

3% less capital invested

Capital invested by funds: $32.2B → $31.1B (-$1.09B)

31% less funds holding in top 10

Funds holding in top 10: 4934 (-15)

Holders
964
Holders Change
+42
Holders Change %
+4.56%
% of All Funds
22.07%
Holding in Top 10
34
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-30.61%
% of All Funds
0.78%
New
112
Increased
373
Reduced
318
Closed
67
Calls
$2.93B
Puts
$1.26B
Net Calls
+$1.68B
Net Calls Change
-$547M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
526
Cigna Investments
Connecticut
$1.17M -$194K -858 -14%
ACM
527
Alpha Capital Management
Texas
$1.17M +$389K +1,723 +48%
PCM
528
Parsons Capital Management
Rhode Island
$1.16M +$369K +1,632 +45%
HFA
529
HC Financial Advisors
California
$1.14M +$552K +2,443 +89%
ASN
530
Advisory Services Network
Georgia
$1.13M -$146K -648 -11%
IA
531
IFP Advisors
Florida
$1.13M -$328K -1,454 -22%
W
532
Wealthfront
California
$1.12M -$415K -1,838 -26%
HWA
533
HCR Wealth Advisors
California
$1.11M +$18.1K +80 +2%
CAL
534
Capital Analysts LLC
Pennsylvania
$1.1M -$135K -598 -11%
BCM
535
BlueCrest Capital Management
Jersey
$1.08M -$131K -581 -11%
FB
536
Fulton Bank
Pennsylvania
$1.08M +$46.3K +205 +4%
AP
537
Advisor Partners
California
$1.07M +$144K +638 +15%
SGCA
538
Steel Grove Capital Advisors
Tennessee
$1.07M
AIM
539
Allen Investment Management
New York
$1.06M
Fidelity International
540
Fidelity International
Bermuda
$1.06M +$1.09M +4,832 New
GAMC
541
Garner Asset Management Corp
Texas
$1.05M
ANRIA
542
American National Registered Investment Advisor
Texas
$1.05M
CWM
543
Confluence Wealth Management
Oregon
$1.05M -$4.97K -22 -0.5%
BWA
544
BDO Wealth Advisors
Florida
$1.05M +$87K +385 +9%
MNBTD
545
Moody National Bank Trust Division
Texas
$1.04M
CWM
546
Chesapeake Wealth Management
Virginia
$1.03M +$103K +456 +11%
KCM
547
Kendall Capital Management
Maryland
$1.02M +$103K +457 +11%
OAM
548
Oppenheimer Asset Management
New York
$1.02M +$1.05M +4,662 New
WIA
549
Wealthstreet Investment Advisors
Texas
$1.01M +$13.6K +60 +1%
GCM
550
Graham Capital Management
Connecticut
$999K +$4.07K +18 +0.4%

STZ Hedge Fund Activity: Q2 2018 in Review

964 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2018, worth a combined $31.1B — down 3.4% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new STZ positions and 67 closed out — a net gain of 45 holders — while 373 added to existing stakes and 318 trimmed.

The largest buyer was Jennison Associates, adding an estimated $368M. The largest seller was Deutsche Bank, cutting an estimated $252M.

  • 964 institutional investors held Constellation Brands (STZ) as of Q2 2018, up from 922 in Q1 2018.
  • Funds reported $31.1B of Constellation Brands stock for Q2 2018, down 3.4% quarter-over-quarter.
  • 112 funds opened new Constellation Brands positions in Q2 2018 and 67 closed out, a net change of +45 holders.
  • The largest Constellation Brands buyer in Q2 2018 was Jennison Associates, an estimated $368M added.
  • The largest Constellation Brands seller in Q2 2018 was Deutsche Bank, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2018.