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Constellation Brands
STZ

Overview Fund Activity

1,148 hedge funds and large institutions have $31.7B invested in Constellation Brands in 2021 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 498 increasing their positions, 364 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+21
Holders Change %
+1.86%
% of All Funds
20.21%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.32%
New
113
Increased
498
Reduced
364
Closed
79
Calls
$332M
Puts
$393M
Net Calls
-$60.9M
Net Calls Change
-$56.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$197M
2
Bank of America
Bank of America
North Carolina
+$190M
3
Capital World Investors
Capital World Investors
California
+$155M
4
DZ Bank
DZ Bank
Germany
+$146M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$121M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$309M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$282M
3
KCM
Kensico Capital Management
Connecticut
-$205M
4
CG
Carmignac Gestion
France
-$193M
5
PCM
Palestra Capital Management
New York
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
SJIC
651
St. James Investment Company
Texas
$909K +$77.6K +340 +9%
ORI
652
Oak Ridge Investments
Illinois
$907K +$87.6K +384 +11%
WA
653
Wambolt & Associates
Colorado
$900K +$149K +648 +20%
EFS
654
Essex Financial Services
Connecticut
$892K +$228 +1 +0%
V
655
Veritable
Delaware
$886K +$2.51K +11 +0.3%
RC
656
Roundview Capital
New Jersey
$858K +$256K +1,123 +43%
ECM
657
Exchange Capital Management
Michigan
$855K +$135K +593 +19%
BFA
658
Bragg Financial Advisors
North Carolina
$852K -$21.7K -95 -2%
DACS
659
Dymon Asia Capital (Singapore)
Singapore
$846K +$846K +3,712 New
PWM
660
Prentice Wealth Management
New York
$845K +$845K +3,704 New
P
661
Pitcairn
Pennsylvania
$827K -$142K -623 -15%
NIMI
662
Natixis Investment Managers International
France
$826K -$308K -1,350 -27%
HFA
663
HC Financial Advisors
California
$821K -$59.3K -260 -7%
NL
664
NWAM LLC
Washington
$813K +$813K +3,568 New
CA
665
Cornerstone Advisory
Maryland
$810K +$228K +1,000 +39%
KA
666
Kovack Advisors
Florida
$804K -$178K -782 -18%
EHWM
667
Eads & Heald Wealth Management
Georgia
$804K +$131K +575 +19%
PCM
668
Parsons Capital Management
Rhode Island
$798K -$5.7K -25 -0.7%
MFP
669
Michael F. Price
$798K – – –
PAS
670
Park Avenue Securities
New York
$798K +$42K +184 +6%
GI
671
GS Investments
Minnesota
$795K – – –
WCM
672
Weik Capital Management
Pennsylvania
$782K – – –
RMAM
673
Raab & Moskowitz Asset Management
New Jersey
$782K +$10.3K +45 +1%
KTA
674
Keeley-Teton Advisors
Illinois
$777K -$14.1K -62 -2%
AIC
675
Ameritas Investment Company
Nebraska
$766K +$766K +3,358 New
25 26
27
28 29