We are live on ! Find out more
STZ icon

Constellation Brands

964 hedge funds and large institutions have $31.1B invested in Constellation Brands in 2018 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 373 increasing their positions, 318 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.93B | Put options by funds: $1.26B

67% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 67

17% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 318

5% more funds holding

Funds holding: 922964 (+42)

2.06% more ownership

Funds ownership: 82.63%84.69% (+2.1%)

3% less capital invested

Capital invested by funds: $32.2B → $31.1B (-$1.09B)

31% less funds holding in top 10

Funds holding in top 10: 4934 (-15)

Holders
964
Holders Change
+42
Holders Change %
+4.56%
% of All Funds
22.07%
Holding in Top 10
34
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-30.61%
% of All Funds
0.78%
New
112
Increased
373
Reduced
318
Closed
67
Calls
$2.93B
Puts
$1.26B
Net Calls
+$1.68B
Net Calls Change
-$547M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
701
Bragg Financial Advisors
North Carolina
$359K -$7.91K -35 -2%
EWM
702
Empirical Wealth Management
Washington
$356K
FANJ
703
Financial Architects (New Jersey)
New Jersey
$354K -$16K -71 -4%
LF
704
Lee Financial
Texas
$352K +$2.48K +11 +0.7%
CBN
705
Cadence Bank NA
Texas
$351K +$59.4K +263 +20%
Macquarie Group
706
Macquarie Group
Australia
$350K +$45.2K +200 +14%
RG
707
Rikoon Group
New Mexico
$349K +$49.5K +219 +16%
BCM
708
Bourgeon Capital Management
Connecticut
$348K -$3.32M -14,685 -90%
TCOV
709
Trust Company of Vermont
Vermont
$347K +$309K +1,370 +634%
Carson Wealth (CWM LLC)
710
Carson Wealth (CWM LLC)
Nebraska
$346K +$13.3K +59 +4%
BHB
711
Bank Hapoalim BM
Israel
$333K -$33.7K -149 -9%
FEG
712
Financial Enhancement Group
Indiana
$333K +$344K +1,522 New
LP
713
LMR Partners
United Kingdom
$332K -$1.9M -8,405 -85%
OWD
714
Osborn Williams & Donohoe
Ohio
$328K
FIA
715
FNY Investment Advisers
New York
$328K +$339K +1,500 New
RM
716
Resource Management
Louisiana
$321K
SBIA
717
Sheaff Brock Investment Advisors
Indiana
$319K -$109K -483 -25%
CB
718
Community Bank
New York
$315K -$35.5K -157 -10%
CRWM
719
Castle Rock Wealth Management
California
$313K +$323K +1,428 New
TU
720
TDAM USA
Ontario, Canada
$310K
BC
721
Banced Corp
Illinois
$308K -$25.5K -113 -7%
SP
722
SWS Partners
Ohio
$302K +$285K +1,261 +1,051%
BCM
723
Brookmont Capital Management
Texas
$299K -$58.7K -260 -16%
CL
724
CPWM LLC
Washington
$299K -$452 -2 -0.1%
SBH
725
Segall Bryant & Hamill
Illinois
$290K

STZ Hedge Fund Activity: Q2 2018 in Review

964 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2018, worth a combined $31.1B — down 3.4% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new STZ positions and 67 closed out — a net gain of 45 holders — while 373 added to existing stakes and 318 trimmed.

The largest buyer was Jennison Associates, adding an estimated $368M. The largest seller was Deutsche Bank, cutting an estimated $252M.

  • 964 institutional investors held Constellation Brands (STZ) as of Q2 2018, up from 922 in Q1 2018.
  • Funds reported $31.1B of Constellation Brands stock for Q2 2018, down 3.4% quarter-over-quarter.
  • 112 funds opened new Constellation Brands positions in Q2 2018 and 67 closed out, a net change of +45 holders.
  • The largest Constellation Brands buyer in Q2 2018 was Jennison Associates, an estimated $368M added.
  • The largest Constellation Brands seller in Q2 2018 was Deutsche Bank, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2018.