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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 %
MBT
651
Montecito Bank & Trust
California
$340K +$15.9K +111 +5%
MIM
652
Moseley Investment Management
Florida
$340K +$29.7K +207 +10%
NA
653
NewEdge Advisors
Louisiana
$338K -$188K -1,313 -36%
WA
654
WealthTrust Axiom
Pennsylvania
$336K – – –
BWA
655
Beam Wealth Advisors
Louisiana
$335K – – –
PTC
656
Private Trust Company
Ohio
$334K -$187K -1,306 -36%
ICM
657
IMS Capital Management
Oregon
$330K – – –
IWM
658
IHT Wealth Management
Illinois
$330K +$55.6K +388 +20%
RRAM
659
River Road Asset Management
Kentucky
$329K +$329K +2,295 New
PWAP
660
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$326K +$137K +845 +72%
SP
661
SWS Partners
Ohio
$326K +$326K +2,271 New
PMG
662
ProVise Management Group
Florida
$324K +$94.6K +660 +41%
EMG
663
ETF Managers Group
New Jersey
$323K -$217K -1,486 -40%
VFA
664
Voya Financial Advisors
Connecticut
$320K -$237K -1,617 -43%
ACM
665
Alethea Capital Management
Washington
$317K -$43.4K -303 -12%
LB
666
Legacy Bridge
Iowa
$317K +$30.1K +210 +11%
ISWM
667
Independent Solutions Wealth Management
New York
$316K +$63.8K +445 +25%
GBT
668
Grove Bank & Trust
Florida
$316K -$56.8K -396 -15%
FHB
669
First Hawaiian Bank
Hawaii
$315K +$25.2K +176 +9%
OIA
670
OneDigital Investment Advisors
Kansas
$313K +$36.9K +258 +13%
WA
671
Wealth Alliance
New York
$311K +$311K +2,169 New
TWP
672
Tempus Wealth Planning
California
$309K +$71.8K +501 +30%
CWP
673
Capital Wealth Planning
Florida
$306K – – –
BFA
674
Beaumont Financial Advisors
Massachusetts
$305K -$2.01K -14 -0.7%
LI
675
Leap Investments
Illinois
$301K -$1.56M -10,900 -84%
25 26
27
28 29