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Constellation Brands
STZ

Overview Fund Activity

716 hedge funds and large institutions have $25.1B invested in Constellation Brands in 2016 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 260 increasing their positions, 282 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+20
Holders Change %
+2.87%
% of All Funds
19.13%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.36%
New
79
Increased
260
Reduced
282
Closed
50
Calls
$434M
Puts
$382M
Net Calls
+$51.6M
Net Calls Change
+$73.7M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$306M
2
PC
2
PointState Capital
New York
$174M
3
LPC
3
Lone Pine Capital
Connecticut
$1.1B
4
Morgan Stanley
4
Morgan Stanley
New York
$380M
5
Deutsche Bank
5
Deutsche Bank
Germany
$165M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$9.64M
2
O
2
OppenheimerFunds
New York
$116M
3
American Century Companies
3
American Century Companies
Missouri
$369M
4
Invesco
4
Invesco
Georgia
$212M
5
HCM
5
Hoplite Capital Management
New York
$54.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
676
Hanson & Doremus Investment Management
Vermont
$22K +$5.08K +30 +30%
KT
677
Kanaly Trust
Texas
$21K -$3.5K -21 -14%
WTC
678
WhitTier Trust Company
Nevada
$20K – – –
SHJ
679
Sharkey, Howes & Javer
Colorado
$20K +$20K +122 New
BAM
680
Barrett Asset Management
New York
$19K – – –
DPA
681
Delphi Private Advisors
California
$18K +$1.19K +7 +7%
SJIM
682
St. Johns Investment Management
Florida
$17K – – –
EWM
683
Endurance Wealth Management
Rhode Island
$17K – – –
CWM
684
Catamount Wealth Management
Connecticut
$17K – – –
WOC
685
West Oak Capital
California
$16.5K +$16.5K +100 New
AWM
686
Avior Wealth Management
Nebraska
$16K – – –
MWM
687
MinichMacGregor Wealth Management
New York
$14K +$163 +1 +1%
PG
688
Patten Group
Tennessee
$12.4K – – –
GAM
689
Gemmer Asset Management
California
$12K -$9.73K -60 -45%
CAW
690
Cornerstone Advisors (Washington)
Washington
$12K – – –
BAM
691
Brave Asset Management
New Jersey
$12K +$12K +75 New
Acadian Asset Management
692
Acadian Asset Management
Massachusetts
$10K – – –
PRCM
693
Pine River Capital Management
Minnesota
$9.67K -$3.17K -19,161 -25%
BL
694
Balentine LLC
Georgia
$9K – – –
AC
695
Alexandria Capital
Virginia
$8K -$8K -50 -50%
BWA
696
Burt Wealth Advisors
Maryland
$8K -$256 -16 -3%
VIA
697
Vantage Investment Advisors
Pennsylvania
$8K – – –
MUS
698
Mitsubishi UFJ Securities
Japan
$7K -$301K -1,720 -98%
MPWT
699
MassMutual Private Wealth & Trust
Connecticut
$6.12K – – –
PCP
700
Proficio Capital Partners
Massachusetts
$6K -$2.29K -13 -28%
26 27
28
29 30