STZ icon

Constellation Brands
STZ

Overview Fund Activity

884 hedge funds and large institutions have $33.1B invested in Constellation Brands in 2017 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 335 increasing their positions, 283 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
884
Holders Change
+91
Holders Change %
+11.48%
% of All Funds
20.08%
Holding in Top 10
44
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1%
New
150
Increased
335
Reduced
283
Closed
53
Calls
$4.01B
Puts
$1.2B
Net Calls
+$2.81B
Net Calls Change
+$1.01B

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$268M
2
Capital World Investors
Capital World Investors
California
+$264M
3
Deutsche Bank
Deutsche Bank
Germany
+$258M
4
Citadel Advisors
Citadel Advisors
Florida
+$204M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$112M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$504M
2
KCM
Kensico Capital Management
Connecticut
-$309M
3
MC
Maverick Capital
Texas
-$187M
4
PC
PointState Capital
New York
-$177M
5
EC
Eminence Capital
New York
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
701
Telemus Capital
Michigan
$274K -$183K -800 -40%
BP
702
Ballentine Partners
Massachusetts
$264K +$17.8K +78 +7%
WSFS
703
Wilmington Savings Fund Society
Delaware
$262K +$262K +1,147 New
CIC
704
Carnegie Investment Counsel
Ohio
$259K +$23.2K +108 +10%
WP
705
WealthPLAN Partners
Nebraska
$259K +$259K +1,135 New
UWM
706
USAdvisors Wealth Management
Minnesota
$254K +$254K +1,111 New
LSAG
707
Lake Street Advisors Group
New Hampshire
$252K +$252K +1,102 New
LOAMS
708
Lombard Odier Asset Management (Switzerland)
Switzerland
$251K – – –
SCM
709
Shelton Capital Management
Colorado
$248K – – –
GC
710
Gratus Capital
Georgia
$246K – – –
CAG
711
Csenge Advisory Group
Florida
$244K -$10.5K -46 -4%
WIM
712
Westside Investment Management
California
$243K -$17.3K -80 -7%
LNC
713
Lincoln National Corp
Pennsylvania
$241K +$241K +1,054 New
BW
714
Bison Wealth
Georgia
$237K – – –
BDF
715
Balasa Dinverno & Foltz
$236K +$2.06K +9 +0.9%
OIA
716
OneDigital Investment Advisors
Kansas
$235K +$686 +3 +0.3%
HPC
717
Hobart Private Capital
North Carolina
$233K +$233K +1,020 New
AA
718
Alesco Advisors
New York
$232K +$232K +1,016 New
KA
719
Kovack Advisors
Florida
$230K +$230K +1,005 New
SRCM
720
Swift Run Capital Management
Virginia
$229K +$229K +1,000 New
BWM
721
Buckley Wealth Management
Nevada
$229K +$229K +1,000 New
FTC
722
Farmers Trust Company
Ohio
$227K +$227K +994 New
BFM
723
Boston Financial Management
Massachusetts
$225K +$225K +985 New
GG
724
Gofen & Glossberg
Illinois
$224K -$94K -411 -30%
KWM
725
Kingsview Wealth Management
Oregon
$224K +$224K +979 New
27 28
29
30 31