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Constellation Brands

794 hedge funds and large institutions have $29.5B invested in Constellation Brands in 2017 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 303 increasing their positions, 286 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $2.9B | Put options by funds: $1.11B

63% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 48

3% more funds holding

Funds holding: 771794 (+23)

6% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 286

3% more capital invested

Capital invested by funds: $28.6B → $29.5B (+$916M)

0.18% more ownership

Funds ownership: 85.84%86.02% (+0.18%)

6% less funds holding in top 10

Funds holding in top 10: 4744 (-3)

Holders
794
Holders Change
+23
Holders Change %
+2.98%
% of All Funds
19.8%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
1.1%
New
78
Increased
303
Reduced
286
Closed
48
Calls
$2.9B
Puts
$1.11B
Net Calls
+$1.8B
Net Calls Change
+$908M
Name Holding Trade Value Shares
Change
Change in
Stake
PPSG
626
Princeton Portfolio Strategies Group
New Jersey
$320K -$148K -750 -32%
LF
627
Lee Financial
Texas
$319K
SI
628
Stephens Inc
Arkansas
$317K +$314K +1,588 New
BFA
629
Bragg Financial Advisors
North Carolina
$315K +$5.74K +29 +2%
Schroder Investment Management Group
630
Schroder Investment Management Group
United Kingdom
$315K +$42K +212 +15%
MC
631
Miles Capital
Iowa
$312K -$243K -1,226 -44%
AIM
632
Anchor Investment Management
South Carolina
$309K +$65.5K +331 +27%
MC
633
Moors & Cabot
Massachusetts
$306K +$303K +1,532 New
SFSIG
634
San Francisco Sentry Investment Group
California
$305K +$3.37K +17 +1%
Carson Wealth (CWM LLC)
635
Carson Wealth (CWM LLC)
Nebraska
$303K +$14.1K +71 +5%
KTC
636
Kistler-Tiffany Companies
Pennsylvania
$301K +$19.8K +100 +7%
OWD
637
Osborn Williams & Donohoe
Ohio
$299K
HW
638
Hancock Whitney
Mississippi
$298K -$9.9K -50 -3%
TI
639
Truepoint Inc
Ohio
$294K +$292K +1,474 New
TMAM
640
Tokio Marine Asset Management
Japan
$293K -$113K -572 -28%
Cerity Partners
641
Cerity Partners
New York
$289K +$287K +1,449 New
CCM
642
Cribstone Capital Management
Maine
$283K
TU
643
TDAM USA
Ontario, Canada
$283K
ACM
644
Advisors Capital Management
New Jersey
$281K +$1.58K +8 +0.6%
SF
645
Synovus Financial
Georgia
$281K +$23K +116 +9%
BTNA
646
Bremer Trust National Association
Minnesota
$279K -$62.9K -318 -19%
SA
647
SpiderRock Advisors
Delaware
$279K
ID
648
Integral Derivatives
New York
$279K +$277K +1,400 New
GG
649
Gofen & Glossberg
Illinois
$277K +$23.8K +120 +9%
CCA
650
Checchi Capital Advisers
California
$276K -$23.6K -119 -8%

STZ Hedge Fund Activity: Q3 2017 in Review

794 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q3 2017, worth a combined $29.5B — up 3.2% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new STZ positions and 48 closed out — a net gain of 30 holders — while 303 added to existing stakes and 286 trimmed.

The largest buyer was PointState Capital, adding an estimated $173M. The largest seller was Jennison Associates, cutting an estimated $260M.

  • 794 institutional investors held Constellation Brands (STZ) as of Q3 2017, up from 771 in Q2 2017.
  • Funds reported $29.5B of Constellation Brands stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 78 funds opened new Constellation Brands positions in Q3 2017 and 48 closed out, a net change of +30 holders.
  • The largest Constellation Brands buyer in Q3 2017 was PointState Capital, an estimated $173M added.
  • The largest Constellation Brands seller in Q3 2017 was Jennison Associates, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2017.