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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 %
AIP
626
Ameritas Investment Partners
Nebraska
$392K -$12K -84 -3%
Carson Wealth (CWM LLC)
627
Carson Wealth (CWM LLC)
Nebraska
$390K – – –
GAM
628
Griffin Asset Management
New York
$389K +$389K +2,714 New
RIL
629
Rothschild Investment LLC
Illinois
$388K -$5.97M -41,608 -94%
QT
630
Quantbot Technologies
New York
$386K -$804K -5,613 -68%
MFP
631
Meridian Financial Partners
Virginia
$383K +$383K +2,356 New
ACM
632
Allred Capital Management
Texas
$382K -$68.8K -480 -15%
DCM
633
Donaldson Capital Management
Indiana
$378K +$378K +2,639 New
AAS
634
Avantax Advisory Services
Texas
$375K +$8.16K +57 +2%
TF
635
TLWM Financial
Texas
$374K +$16.2K +114 +5%
EWM
636
Evercore Wealth Management
New York
$373K +$11.2K +78 +3%
MRCM
637
M&R Capital Management
New Jersey
$371K -$55.9K -390 -13%
EHWM
638
Eads & Heald Wealth Management
Georgia
$363K -$18.6K -130 -5%
LS
639
Leelyn Smith
Illinois
$361K +$112K +782 +45%
SBH
640
Segall Bryant & Hamill
Illinois
$356K -$18K -125 -5%
IWC
641
Integrated Wealth Concepts
Massachusetts
$356K +$190K +1,325 +114%
I
642
IberiaBank
Louisiana
$355K -$205K -1,430 -37%
CL
643
Choreo LLC
Illinois
$353K -$21.2K -148 -6%
IB
644
Intrust Bank
Kansas
$352K -$254K -1,771 -42%
PA
645
Profund Advisors
Maryland
$352K -$112K -783 -24%
FSA
646
Franklin Street Advisors
North Carolina
$350K -$10.7M -74,749 -97%
CB
647
Community Bank
New York
$350K – – –
AL
648
Arnhold LLC
New York
$344K – – –
SICM
649
Sustainable Insight Capital Management
New York
$344K +$344K +2,397 New
MERSOM
650
Municipal Employees' Retirement System of Michigan
Michigan
$341K – – –
24 25
26
27 28