We are live on ! Find out more
STZ icon

Constellation Brands

794 hedge funds and large institutions have $29.5B invested in Constellation Brands in 2017 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 303 increasing their positions, 286 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $2.9B | Put options by funds: $1.11B

63% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 48

3% more funds holding

Funds holding: 771794 (+23)

6% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 286

3% more capital invested

Capital invested by funds: $28.6B → $29.5B (+$916M)

0.18% more ownership

Funds ownership: 85.84%86.02% (+0.18%)

6% less funds holding in top 10

Funds holding in top 10: 4744 (-3)

Holders
794
Holders Change
+23
Holders Change %
+2.98%
% of All Funds
19.8%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
1.1%
New
78
Increased
303
Reduced
286
Closed
48
Calls
$2.9B
Puts
$1.11B
Net Calls
+$1.8B
Net Calls Change
+$908M
Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
701
First Command Financial Services
Texas
$100K
MCIA
702
Mountain Capital Investment Advisors
Colorado
$96K +$93.6K +473 +5,256%
IWM
703
IHT Wealth Management
Illinois
$94K +$4.95K +25 +6%
WAM
704
Wealthspire Advisors (Maryland)
Maryland
$92K +$6.33K +32 +7%
BBHC
705
Brown Brothers Harriman & Co
New York
$90K
BWA
706
Burt Wealth Advisors
Maryland
$88K
FMTCOCP
707
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$79.8K
GLI
708
Guardian Life Insurance
New York
$77K
QAM
709
QCI Asset Management
New York
$77K
OAM
710
Oppenheimer Asset Management
New York
$70K -$44.9K -227 -39%
WOC
711
West Oak Capital
California
$69.8K +$29.7K +150 +75%
FDCDDQ
712
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.2K -$4.95K -25 -7%
TRCT
713
Tower Research Capital (TRC)
New York
$65K -$300K -1,514 -82%
BC
714
Barnett & Company
Tennessee
$61K
LWA
715
Lowe Wealth Advisors
Maryland
$60K
BCM
716
Blume Capital Management
California
$58K +$57.4K +290 New
WAM
717
Wolverine Asset Management
Illinois
$55K +$55.4K +280 New
CHP
718
Cable Hill Partners
Oregon
$54K -$1.19K -6 -2%
FMII
719
Farmers & Merchants Investments Inc
Nebraska
$53K +$3.76K +19 +8%
CT
720
Clearstead Trust
Maine
$52K
ST
721
Smithfield Trust
Pennsylvania
$51K -$12.1K -61 -19%
BWP
722
Baldwin Wealth Partners
Massachusetts
$50K
HCA
723
Horan Capital Advisors
Ohio
$50K +$49.5K +250 New
JFGIW
724
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$49K
GWM
725
Geneos Wealth Management
Colorado
$47K

STZ Hedge Fund Activity: Q3 2017 in Review

794 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q3 2017, worth a combined $29.5B — up 3.2% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new STZ positions and 48 closed out — a net gain of 30 holders — while 303 added to existing stakes and 286 trimmed.

The largest buyer was PointState Capital, adding an estimated $173M. The largest seller was Jennison Associates, cutting an estimated $260M.

  • 794 institutional investors held Constellation Brands (STZ) as of Q3 2017, up from 771 in Q2 2017.
  • Funds reported $29.5B of Constellation Brands stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 78 funds opened new Constellation Brands positions in Q3 2017 and 48 closed out, a net change of +30 holders.
  • The largest Constellation Brands buyer in Q3 2017 was PointState Capital, an estimated $173M added.
  • The largest Constellation Brands seller in Q3 2017 was Jennison Associates, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2017.