Constellation Brands
724 hedge funds and large institutions have $23.9B invested in Constellation Brands in 2017 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 225 increasing their positions, 316 reducing their positions, and 85 closing their positions.
167% more call options, than puts
Call options by funds: $1.65B | Put options by funds: $619M
6% more capital invested
Capital invested by funds: $22.6B → $23.9B (+$1.31B)
2.5% more ownership
Funds ownership: 82.99% → 85.49% (+2.5%)
5% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 85
1% less funds holding
Funds holding: 732 → 724 (-8)
23% less funds holding in top 10
Funds holding in top 10: 44 → 34 (-10)
29% less repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 316
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.76B |
| 2 |
SCP
Soroban Capital Partners
New York
|
+$722M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$238M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$137M |
| 5 |
MCM
Melvin Capital Management
New York
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$604M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$393M |
| 3 |
Millennium Management
New York
|
-$125M |
| 4 |
Jennison Associates
New York
|
-$123M |
| 5 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
-$123M |
STZ Hedge Fund Activity: Q1 2017 in Review
724 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q1 2017, worth a combined $23.9B — up 5.8% from $22.6B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new STZ positions and 85 closed out — a net gain of 4 holders — while 225 added to existing stakes and 316 trimmed.
The largest buyer was BlackRock, adding an estimated $1.76B. The largest seller was Viking Global Investors, exiting entirely with an estimated $604M sold.
- 724 institutional investors held Constellation Brands (STZ) as of Q1 2017, down from 732 in Q4 2016.
- Funds reported $23.9B of Constellation Brands stock for Q1 2017, up 5.8% quarter-over-quarter.
- 89 funds opened new Constellation Brands positions in Q1 2017 and 85 closed out, a net change of +4 holders.
- The largest Constellation Brands buyer in Q1 2017 was BlackRock, an estimated $1.76B added.
- The largest Constellation Brands seller in Q1 2017 was Viking Global Investors, an estimated $604M sold.
Based on aggregated 13F filings for Q1 2017.