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Constellation Brands
STZ

Overview Fund Activity

771 hedge funds and large institutions have $28.6B invested in Constellation Brands in 2017 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 278 increasing their positions, 276 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+47
Holders Change %
+6.49%
% of All Funds
19.25%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
1.17%
New
105
Increased
278
Reduced
276
Closed
56
Calls
$2.06B
Puts
$1.17B
Net Calls
+$889M
Net Calls Change
-$144M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$220M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$326M
4
FCM
4
Farallon Capital Management
California
$136M
5
NI
5
Numeric Investors
Massachusetts
$140M

Top Sellers

1
SCP
1
Soroban Capital Partners
New York
$647M
2
LPC
2
Lone Pine Capital
Connecticut
$1.27B
3
SC
3
Sculptor Capital
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$779M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$465K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
651
Monarch Capital Management
Indiana
$237K +$237K +1,225 New
AIM
652
Anchor Investment Management
South Carolina
$236K +$38.7K +200 +20%
FWIA
653
Fort Washington Investment Advisors
Ohio
$234K +$234K +1,210 New
SWM
654
Stockman Wealth Management
Montana
$233K +$233K +1,200 New
IFWM
655
Institute for Wealth Management
Colorado
$233K +$233K +1,203 New
WIM
656
Westside Investment Management
California
$233K -$9.69K -50 -4%
CB
657
Community Bank
New York
$232K – – –
B
658
Barings
North Carolina
$224K -$985K -5,074 -81%
RMAM
659
Raab & Moskowitz Asset Management
New Jersey
$223K +$223K +1,147 New
HTC
660
Haverford Trust Company
Pennsylvania
$221K +$221K +1,141 New
Macquarie Group
661
Macquarie Group
Australia
$216K -$1.49M -7,680 -87%
CIC
662
Carnegie Investment Counsel
Ohio
$213K +$213K +1,100 New
LOAMS
663
Lombard Odier Asset Management (Switzerland)
Switzerland
$213K +$213K +1,100 New
FTC
664
Farmers Trust Company
Ohio
$213K +$213K +1,104 New
SCM
665
Shelton Capital Management
Colorado
$210K +$210K +1,083 New
BFM
666
Boston Financial Management
Massachusetts
$210K +$210K +1,085 New
CBN
667
Cadence Bank NA
Texas
$209K +$209K +1,079 New
BW
668
Bison Wealth
Georgia
$208K +$208K +1,074 New
CSIC
669
Clifford Swan Investment Counsel
California
$206K +$206K +1,064 New
Lido Advisors
670
Lido Advisors
California
$202K +$202K +1,041 New
PL
671
Parkwood LLC
Ohio
$201K -$67.1K -347 -25%
OIA
672
OneDigital Investment Advisors
Kansas
$198K +$198K +1,023 New
BTIS
673
BB&T Investment Services
North Carolina
$179K – – –
WG
674
Welch Group
Alabama
$171K +$4.83K +25 +3%
VWA
675
V Wealth Advisors
Kansas
$165K +$165K +850 New
25 26
27
28 29