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Constellation Brands
STZ

Overview Fund Activity

713 hedge funds and large institutions have $25B invested in Constellation Brands in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 255 increasing their positions, 283 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
19.05%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
1.2%
New
53
Increased
255
Reduced
283
Closed
48
Calls
$214M
Puts
$319M
Net Calls
-$105M
Net Calls Change
-$157M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$445M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$172M
3
O
3
OppenheimerFunds
New York
$185M
4
ECU
4
Egerton Capital (UK)
United Kingdom
$374M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.81B

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$927M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.64B
3
Deutsche Bank
3
Deutsche Bank
Germany
$49.7M
4
Franklin Resources
4
Franklin Resources
California
$259M
5
PC
5
Passport Capital
California
$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
676
WhitTier Trust Company
Nevada
$20K – – –
SHJ
677
Sharkey, Howes & Javer
Colorado
$20K – – –
BAM
678
Barrett Asset Management
New York
$19K – – –
GWM
679
Geneos Wealth Management
Colorado
$18K -$47.9K -298 -73%
LAM
680
Lebenthal Asset Management
New York
$18K +$18K +107 New
AWM
681
Avior Wealth Management
Nebraska
$17K – – –
EWM
682
Endurance Wealth Management
Rhode Island
$17K – – –
SJIM
683
St. Johns Investment Management
Florida
$17K – – –
CWM
684
Catamount Wealth Management
Connecticut
$17K – – –
TCOV
685
Trust Company of Vermont
Vermont
$17K +$17K +100 New
WOC
686
West Oak Capital
California
$16.6K – – –
CIM
687
Contravisory Investment Management
Massachusetts
$15K +$15K +92 New
MWM
688
MinichMacGregor Wealth Management
New York
$14K – – –
KPCM
689
Kings Point Capital Management
New York
$14K +$14K +82 New
PG
690
Patten Group
Tennessee
$12.7K – – –
WAS
691
Winch Advisory Services
Wisconsin
$12K -$110K -642 -90%
CAW
692
Cornerstone Advisors (Washington)
Washington
$12K – – –
GAM
693
Gemmer Asset Management
California
$12K – – –
BAM
694
Brave Asset Management
New Jersey
$12K – – –
VOYA Investment Management
695
VOYA Investment Management
Georgia
$11K +$27 +161 +0.2%
Acadian Asset Management
696
Acadian Asset Management
Massachusetts
$10K – – –
BL
697
Balentine LLC
Georgia
$9K – – –
HS
698
Horan Securities
United States
$9K +$9K +51 New
DPA
699
Delphi Private Advisors
California
$8K -$10K -59 -56%
AC
700
Alexandria Capital
Virginia
$8K – – –
26 27
28
29 30