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Constellation Brands
STZ

Overview Fund Activity

955 hedge funds and large institutions have $20.1B invested in Constellation Brands in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 371 increasing their positions, 390 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-96
Holders Change %
-9.13%
% of All Funds
21.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
91
Increased
371
Reduced
390
Closed
173
Calls
$335M
Puts
$357M
Net Calls
-$21.5M
Net Calls Change
+$129M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$461M
2
Bank of America
Bank of America
North Carolina
+$282M
3
Harris Associates
Harris Associates
Illinois
+$240M
4
BlackRock
BlackRock
New York
+$138M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$102M

Top Sellers

1
JSP
Jackson Square Partners
California
-$430M
2
Citadel Advisors
Citadel Advisors
Florida
-$222M
3
Morgan Stanley
Morgan Stanley
New York
-$152M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$136M
5
Macquarie Group
Macquarie Group
Australia
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
526
Lowe Brockenbrough & Co
Virginia
$714K +$115K +802 +19%
AI
527
Atria Investments
North Carolina
$706K +$51.8K +361 +8%
IAA
528
Independent Advisor Alliance
North Carolina
$703K -$828K -5,770 -54%
CIM
529
CIM Investment Management
Pennsylvania
$703K -$62.3K -434 -8%
AWM
530
Aevitas Wealth Management
Massachusetts
$702K +$702K +4,600 New
SWP
531
Strategic Wealth Partners
Ohio
$697K – – –
CIA
532
Choate Investment Advisors
Massachusetts
$696K – – –
AP
533
Advisor Partners
California
$693K +$73.3K +511 +12%
BFA
534
Benedict Financial Advisors
Georgia
$684K +$44.1K +308 +7%
FCM
535
Fairbanks Capital Management
California
$681K +$139K +969 +26%
JCM
536
Jacobi Capital Management
Pennsylvania
$676K -$47K -328 -7%
CI
537
Cigna Investments
Connecticut
$673K +$35.9K +250 +6%
TGAM
538
TBH Global Asset Management
Tennessee
$658K +$11.5K +80 +2%
FTIOP
539
Fiduciary Trust International of Pennsylvania
Pennsylvania
$658K +$275K +1,923 +72%
ACS
540
Archford Capital Strategies
Illinois
$655K +$311K +2,171 +91%
CAPTRUST Financial Advisors
541
CAPTRUST Financial Advisors
North Carolina
$648K -$824K -6,015 -56%
O
542
Ossiam
France
$648K -$757K -5,275 -54%
HIA
543
Harbor Investment Advisory
Maryland
$648K -$166K -1,159 -20%
Kovitz Investment Group Partners
544
Kovitz Investment Group Partners
Illinois
$643K +$345K +2,407 +116%
BCV
545
Banque Cantonale Vaudoise
Switzerland
$641K -$26.4K -184 -4%
SNT
546
Security National Trust
West Virginia
$633K -$2.87K -20 -0.5%
TCA
547
Transcend Capital Advisors
New Jersey
$629K -$52.4K -357 -8%
WEC
548
Winslow Evans & Crocker
Massachusetts
$628K +$49.7K +346 +9%
CPIA
549
Cornell Pochily Investment Advisors
New York
$627K -$573 -4 -0.1%
V
550
Veritable
Delaware
$619K -$40.3K -281 -6%
20 21
22
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