STZ icon

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 %
HCM
676
Highlander Capital Management
New Jersey
$301K – – –
LWM
677
Laidlaw Wealth Management
New York
$300K +$3.29K +23 +1%
TFS
678
Thoroughbred Financial Services
Tennessee
$300K +$300K +2,091 New
BG
679
Bellevue Group
Switzerland
$295K – – –
MOS
680
MGO One Seven
Ohio
$294K +$294K +2,056 New
TYCC
681
Texas Yale Capital Corp
Florida
$291K +$6.44K +45 +2%
BRWM
682
B. Riley Wealth Management
Tennessee
$291K +$291K +2,035 New
OWP
683
Obermeyer Wealth Partners
Colorado
$288K -$3.22M -22,462 -92%
WA
684
Wambolt & Associates
Colorado
$287K -$28.4K -198 -9%
BFM
685
Boothbay Fund Management
New York
$287K +$287K +2,004 New
LWMM
686
Legacy Wealth Management (Mississippi)
Mississippi
$287K +$287K +2,000 New
RFC
687
Regions Financial Corp
Alabama
$286K -$246K -1,713 -46%
BG
688
Berry Group
Massachusetts
$286K -$117K -816 -29%
BP
689
Ballentine Partners
Massachusetts
$286K +$130K +907 +83%
BBHC
690
Brown Brothers Harriman & Co
New York
$285K -$40.2K -280 -12%
PD
691
Planning Directions
Pennsylvania
$282K -$203K -1,414 -42%
EGA
692
E&G Advisors
Texas
$280K -$14.4K -100 -5%
ECM
693
ETrade Capital Management
Virginia
$278K +$41K +286 +17%
TIA
694
Tiemann Investment Advisors
California
$277K -$14.2K -99 -5%
PA
695
Probity Advisors
Texas
$276K +$16.8K +117 +6%
NSIM
696
North Star Investment Management
Illinois
$275K -$312K -2,172 -53%
WWM
697
Western Wealth Management
Colorado
$273K -$269K -1,870 -50%
UCFA
698
United Capital Financial Advisors
Texas
$270K -$334K -2,329 -55%
Koshinski Asset Management
699
Koshinski Asset Management
Illinois
$270K +$270K +1,885 New
CA
700
Calton & Associates
Florida
$269K -$30.8K -215 -10%
26 27
28
29 30