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Constellation Brands
STZ

Overview Fund Activity

1,127 hedge funds and large institutions have $30.6B invested in Constellation Brands in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 397 increasing their positions, 407 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+85
Holders Change %
+8.16%
% of All Funds
20%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
162
Increased
397
Reduced
407
Closed
66
Calls
$435M
Puts
$439M
Net Calls
-$4.14M
Net Calls Change
+$137M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$332M
2
Capital World Investors
Capital World Investors
California
+$286M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$255M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$199M
5
DZ Bank
DZ Bank
Germany
+$170M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.08B
2
KCM
Kensico Capital Management
Connecticut
-$664M
3
BlackRock
BlackRock
New York
-$113M
4
Jennison Associates
Jennison Associates
New York
-$96.7M
5
Harris Associates
Harris Associates
Illinois
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
676
Community Capital Management
Florida
$657K +$219K +1,000 +50%
ESCM
677
Echo Street Capital Management
New York
$654K +$654K +2,987 New
EHWM
678
Eads & Heald Wealth Management
Georgia
$647K – – –
CI Investments Inc
679
CI Investments Inc
Ontario, Canada
$647K +$397K +1,810 +158%
SEC
680
Seven Eight Capital
New York
$637K -$65.7K -300 -9%
SW
681
SVB Wealth
Massachusetts
$635K -$438 -2 -0.1%
PWM
682
Perigon Wealth Management
California
$634K -$78.9K -360 -11%
FT
683
Fiduciary Trust
Massachusetts
$632K +$307K +1,401 +94%
DWA
684
Douglass Winthrop Advisors
New York
$621K +$7.67K +35 +1%
FI
685
FormulaFolio Investments
Michigan
$618K +$618K +2,821 New
MWM
686
Meridian Wealth Management
Kentucky
$615K +$73.2K +334 +14%
WCM
687
Washington Capital Management
Washington
$613K – – –
FANJ
688
Financial Architects (New Jersey)
New Jersey
$612K -$112K -511 -15%
BF
689
BOK Financial
Oklahoma
$611K +$611K +2,789 New
BI
690
Ballast Inc
Kentucky
$610K -$21.9K -100 -3%
TCM
691
Tributary Capital Management
Nebraska
$608K -$121K -550 -17%
BCM
692
Brookstone Capital Management
Illinois
$602K -$22.8K -104 -4%
TF
693
TLWM Financial
Texas
$601K +$2.41K +11 +0.4%
CF
694
Copperwynd Financial
Arizona
$589K -$24.7K -113 -4%
AIC
695
Archer Investment Corporation
Indiana
$584K +$532K +7,000 +1,029%
OIA
696
OneDigital Investment Advisors
Kansas
$583K -$77.9K -356 -12%
RC
697
Roundview Capital
New Jersey
$578K +$241K +1,102 +72%
WA
698
WBH Advisory
Maryland
$571K -$45.5K -200 -7%
BBHC
699
Brown Brothers Harriman & Co
New York
$571K +$116K +529 +25%
BFEC
700
Benjamin F. Edwards & Company
Missouri
$570K -$341K -1,556 -37%
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