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Constellation Brands
STZ

Overview Fund Activity

1,145 hedge funds and large institutions have $32B invested in Constellation Brands in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 505 increasing their positions, 360 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
19.99%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
89
Increased
505
Reduced
360
Closed
85
Calls
$548M
Puts
$772M
Net Calls
-$224M
Net Calls Change
-$163M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$252M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$132M
3
HMP
HS Management Partners
New York
+$131M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$128M
5
Citadel Advisors
Citadel Advisors
Florida
+$119M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.03B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$362M
3
MG
Meritage Group
California
-$308M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$150M
5
CG
Carmignac Gestion
France
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANRIA
551
American National Registered Investment Advisor
Texas
$1.46M -$26K -111 -2%
SWP
552
Stratos Wealth Partners
Ohio
$1.44M -$35.6K -152 -2%
GC
553
Grace Capital
Massachusetts
$1.44M +$35.1K +150 +3%
TNAM
554
Terra Nova Asset Management
New York
$1.42M -$133K -568 -9%
BWA
555
BDO Wealth Advisors
Florida
$1.42M +$60.6K +259 +4%
GT
556
Glenmede Trust
Pennsylvania
$1.42M +$48.4K +207 +4%
LOAMS
557
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.41M +$1.41M +6,018 New
MIM
558
Miller Investment Management
Pennsylvania
$1.4M – – –
BFA
559
Benedict Financial Advisors
Georgia
$1.4M -$33K -141 -2%
PFP
560
Pinnacle Financial Partners
Tennessee
$1.4M – – –
PWA
561
Pinnacle Wealth Advisors
Tennessee
$1.4M +$1.4M +5,978 New
EDRH
562
Edmond de Rothschild Holding
Switzerland
$1.39M – – –
PP
563
Paloma Partners
Connecticut
$1.38M +$703K +3,005 +104%
JIP
564
Jaffetilchin Investment Partners
Florida
$1.35M +$630K +2,695 +88%
KPWS
565
Kestra Private Wealth Services
Texas
$1.32M -$7.72K -33 -0.6%
BSB
566
Bangor Savings Bank
Maine
$1.31M -$17.5K -75 -1%
SWP
567
Strategic Wealth Partners
Ohio
$1.31M -$27.1K -116 -2%
CIBC Private Wealth Group
568
CIBC Private Wealth Group
Georgia
$1.31M -$208K -888 -14%
LD
569
Lipe & Dalton
New York
$1.31M +$11.7K +50 +0.9%
WIC
570
Whitegate Investment Counselors
New Hampshire
$1.3M +$927K +3,963 +249%
SCM
571
Shapiro Capital Management
Georgia
$1.29M – – –
AWM
572
Aberdeen Wealth Management
Illinois
$1.28M – – –
VVP
573
Venture Visionary Partners
Ohio
$1.27M +$86.5K +370 +7%
EWM
574
Executive Wealth Management
Michigan
$1.27M +$131K +559 +11%
TIA
575
Trust Investment Advisors
Indiana
$1.27M +$40.2K +172 +3%
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