Constellation Brands
732 hedge funds and large institutions have $22.6B invested in Constellation Brands in 2016 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 256 increasing their positions, 276 reducing their positions, and 90 closing their positions.
36% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 90
3% more funds holding
Funds holding: 713 → 732 (+19)
1% more call options, than puts
Call options by funds: $485M | Put options by funds: $482M
7% less repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 276
2.18% less ownership
Funds ownership: 85.17% → 82.99% (-2.2%)
2% less funds holding in top 10
Funds holding in top 10: 45 → 44 (-1)
10% less capital invested
Capital invested by funds: $25B → $22.6B (-$2.38B)
Top Buyers
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$320M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$140M |
| 3 |
PC
PointState Capital
New York
|
-$126M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$123M |
| 5 |
CCI
Columbus Circle Investors
|
-$117M |
STZ Hedge Fund Activity: Q4 2016 in Review
732 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q4 2016, worth a combined $22.6B — down 9.5% from $25B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new STZ positions and 90 closed out — a net gain of 32 holders — while 256 added to existing stakes and 276 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $200M. The largest seller was Fidelity Investments, cutting an estimated $320M.
- 732 institutional investors held Constellation Brands (STZ) as of Q4 2016, up from 713 in Q3 2016.
- Funds reported $22.6B of Constellation Brands stock for Q4 2016, down 9.5% quarter-over-quarter.
- 122 funds opened new Constellation Brands positions in Q4 2016 and 90 closed out, a net change of +32 holders.
- The largest Constellation Brands buyer in Q4 2016 was Viking Global Investors, an estimated $200M added.
- The largest Constellation Brands seller in Q4 2016 was Fidelity Investments, an estimated $320M sold.
Based on aggregated 13F filings for Q4 2016.