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Constellation Brands
STZ

Overview Fund Activity

1,127 hedge funds and large institutions have $30.6B invested in Constellation Brands in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 397 increasing their positions, 407 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+85
Holders Change %
+8.16%
% of All Funds
20%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
162
Increased
397
Reduced
407
Closed
66
Calls
$435M
Puts
$439M
Net Calls
-$4.14M
Net Calls Change
+$137M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$332M
2
Capital World Investors
Capital World Investors
California
+$286M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$255M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$199M
5
DZ Bank
DZ Bank
Germany
+$170M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.08B
2
KCM
Kensico Capital Management
Connecticut
-$664M
3
BlackRock
BlackRock
New York
-$113M
4
Jennison Associates
Jennison Associates
New York
-$96.7M
5
Harris Associates
Harris Associates
Illinois
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
526
Kestra Private Wealth Services
Texas
$1.48M +$39.5K +181 +3%
BWL
527
Bogart Wealth LLC
Virginia
$1.44M +$313K +1,429 +28%
SP
528
SWS Partners
Ohio
$1.42M +$818K +3,733 +136%
CIBC Private Wealth Group
529
CIBC Private Wealth Group
Georgia
$1.41M -$7.89K -36 -0.6%
LSA
530
L & S Advisors
California
$1.4M -$25.2K -115 -2%
AWM
531
Aevitas Wealth Management
Massachusetts
$1.4M +$2.19K +10 +0.2%
ANRIA
532
American National Registered Investment Advisor
Texas
$1.39M – – –
AWM
533
Altavista Wealth Management
North Carolina
$1.39M +$18.6K +85 +1%
AG
534
Algert Global
California
$1.39M +$1.39M +6,353 New
IA
535
IFP Advisors
Florida
$1.38M +$50.3K +230 +4%
TNAM
536
Terra Nova Asset Management
New York
$1.36M +$1.36M +6,225 New
EDRH
537
Edmond de Rothschild Holding
Switzerland
$1.34M -$231K -1,055 -15%
GT
538
Glenmede Trust
Pennsylvania
$1.34M +$262K +1,198 +24%
ISWM
539
Independent Solutions Wealth Management
New York
$1.33M +$379K +1,732 +40%
AP
540
Appleton Partners
Massachusetts
$1.33M -$332K -1,515 -20%
BFA
541
Benedict Financial Advisors
Georgia
$1.33M +$23.2K +106 +2%
PFP
542
Pinnacle Financial Partners
Tennessee
$1.33M -$4.33K -20 -0.3%
EVC
543
Eidelman Virant Capital
Missouri
$1.32M +$1.32M +6,000 New
MIM
544
Miller Investment Management
Pennsylvania
$1.31M – – –
TC
545
TownSquare Capital
Utah
$1.31M -$19.5K -89 -1%
SIG
546
Sky Investment Group
Connecticut
$1.31M -$287K -1,310 -18%
SWP
547
Strategic Wealth Partners
Ohio
$1.3M -$55K -251 -4%
OAM
548
Occidental Asset Management
California
$1.3M +$64.2K +293 +5%
CI
549
Cigna Investments
Connecticut
$1.3M +$121K +552 +10%
IRF
550
IBM Retirement Fund
New York
$1.3M +$70.5K +322 +6%
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