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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 %
WCM
551
Weik Capital Management
Pennsylvania
$617K +$155K +1,080 +34%
LG
552
LaFleur & Godfrey
Michigan
$613K +$425K +2,964 +227%
IAIM
553
International Assets Investment Management
Florida
$607K +$607K +4,232 New
WS
554
Wedbush Securities
California
$601K -$36.3K -253 -6%
IRF
555
IBM Retirement Fund
New York
$597K +$202K +1,413 +51%
P
556
Pitcairn
Pennsylvania
$591K -$18.6K -130 -3%
GVAG
557
Great Valley Advisor Group
Delaware
$580K +$99.9K +697 +21%
KTC
558
Kistler-Tiffany Companies
Pennsylvania
$577K – – –
SWA
559
SFMG Wealth Advisors
Texas
$576K +$68K +474 +13%
AFP
560
Ausdal Financial Partners
Iowa
$576K +$209K +1,331 +57%
PWM
561
Perigon Wealth Management
California
$571K -$26.8K -161 -4%
CIM
562
Cambria Investment Management
California
$567K +$70.9K +494 +14%
LIA
563
LS Investment Advisors
Michigan
$560K -$33.4K -233 -6%
RI
564
Ridgewood Investments
New Jersey
$557K +$28.4K +198 +5%
RM
565
Resource Management
Louisiana
$555K -$13.5K -94 -2%
LWCFA
566
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$548K +$21.5K +150 +4%
MYAM
567
Meiji Yasuda Asset Management
Japan
$542K -$202K -1,410 -27%
VAS
568
Vestmark Advisory Solutions
Massachusetts
$536K +$536K +3,742 New
WIA
569
Wealthstreet Investment Advisors
Texas
$532K -$518K -3,610 -49%
KTA
570
Keeley-Teton Advisors
Illinois
$522K -$20.1K -140 -4%
HFA
571
HC Financial Advisors
California
$520K +$12.2K +85 +2%
Brown Advisory
572
Brown Advisory
Maryland
$520K +$28.3K +197 +6%
TCM
573
Tributary Capital Management
Nebraska
$516K +$143K +1,000 +38%
VI
574
Vestcor Inc
New Brunswick, Canada
$514K +$97.8K +682 +23%
UIM
575
USS Investment Management
United Kingdom
$511K +$511K +3,566 New
21 22
23
24 25