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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 %
FCI
601
Financial Counselors Inc
Kansas
$447K -$217K -1,516 -33%
JT
602
Jump Trading
Illinois
$447K +$447K +3,115 New
IBOK
603
Independence Bank of Kentucky
Kentucky
$442K +$40.2K +280 +10%
SW
604
SVB Wealth
Massachusetts
$442K +$176K +1,230 +66%
DWA
605
Douglass Winthrop Advisors
New York
$440K -$15.1K -105 -3%
IG
606
ING Group
Netherlands
$439K -$1.21M -8,428 -73%
EFS
607
Essex Financial Services
Connecticut
$439K -$57.9K -404 -12%
Luther King Capital Management (LKCM)
608
Luther King Capital Management (LKCM)
Texas
$434K – – –
GC
609
Guardian Capital
Ontario, Canada
$433K +$66K +460 +18%
BI
610
Ballast Inc
Kentucky
$433K +$145K +1,011 +50%
AWM
611
AE Wealth Management
Kansas
$432K -$14.4K -100 -3%
IIM
612
Intact Investment Management
Quebec, Canada
$429K – – –
JIC
613
Johnson Investment Counsel
Ohio
$426K -$14.6K -102 -3%
CBN
614
Cadence Bank NA
Texas
$424K +$18.6K +130 +5%
KeyBank National Association
615
KeyBank National Association
Ohio
$421K -$57.3K -400 -12%
BF
616
BOK Financial
Oklahoma
$417K -$14.8K -103 -3%
OPA
617
Old Port Advisors
Maine
$414K +$14.2K +99 +4%
PIM
618
Penobscot Investment Management
Massachusetts
$413K -$632K -4,413 -60%
MCP
619
Mirador Capital Partners
California
$411K +$139K +840 +51%
Mercer Global Advisors
620
Mercer Global Advisors
Colorado
$410K -$270K -1,879 -40%
LNWWM
621
Laird Norton Wetherby Wealth Management
California
$409K -$77K -537 -16%
GIBU
622
Gulf International Bank (UK)
United Kingdom
$403K – – –
HAG
623
HighPoint Advisor Group
Illinois
$403K +$60.1K +379 +18%
EGM
624
Engineers Gate Manager
New York
$396K -$8.03M -55,955 -95%
CC
625
Cornerstone Capital
California
$392K -$3.58M -24,990 -90%
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25
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