Constellation Brands
1,202 hedge funds and large institutions have $31.1B invested in Constellation Brands in 2022 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 486 increasing their positions, 416 reducing their positions, and 110 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 486 | Existing positions reduced: 416
0.26% less ownership
Funds ownership: 82.31% → 82.06% (-0.26%)
8% less first-time investments, than exits
New positions opened: 101 | Existing positions closed: 110
2% less funds holding
Funds holding: 1,227 → 1,202 (-25)
8% less capital invested
Capital invested by funds: $33.8B → $31.1B (-$2.75B)
30% less call options, than puts
Call options by funds: $305M | Put options by funds: $438M
50% less funds holding in top 10
Funds holding in top 10: 20 → 10 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$182M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$137M |
| 3 |
Neuberger Berman Group
New York
|
+$115M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$90.7M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$74.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$343M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$157M |
| 3 |
TCCM
Two Creeks Capital Management
New York
|
-$88.9M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$82.2M |
| 5 |
HMP
HS Management Partners
New York
|
-$73.4M |
STZ Hedge Fund Activity: Q1 2022 in Review
1,202 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q1 2022, worth a combined $31.1B — down 8.1% from $33.8B a quarter earlier.
Sellers outnumbered buyers: 110 funds closed out of STZ and 101 opened new positions — a net loss of 9 holders — while 416 trimmed existing stakes and 486 added.
The largest buyer was Fidelity Investments, adding an estimated $182M. The largest seller was Wellington Management Group, cutting an estimated $343M.
- 1,202 institutional investors held Constellation Brands (STZ) as of Q1 2022, down from 1,227 in Q4 2021.
- Funds reported $31.1B of Constellation Brands stock for Q1 2022, down 8.1% quarter-over-quarter.
- 101 funds opened new Constellation Brands positions in Q1 2022 and 110 closed out, a net change of -9 holders.
- The largest Constellation Brands buyer in Q1 2022 was Fidelity Investments, an estimated $182M added.
- The largest Constellation Brands seller in Q1 2022 was Wellington Management Group, an estimated $343M sold.
Based on aggregated 13F filings for Q1 2022.