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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 %
LIG
701
Lokken Investment Group
Delaware
$568K +$568K +2,595 New
KeyBank National Association
702
KeyBank National Association
Ohio
$567K -$14.9K -68 -3%
IWM
703
IHT Wealth Management
Illinois
$567K +$35.7K +163 +7%
BHB
704
Bank Hapoalim BM
Israel
$564K +$191K +870 +51%
CA
705
Cornerstone Advisory
Maryland
$559K +$559K +2,552 New
EMG
706
ETF Managers Group
New Jersey
$554K +$335K +1,535 +153%
QCM
707
Quantinno Capital Management
New York
$553K +$235K +1,075 +74%
LS
708
Livforsakringsbolaget Skandia
Sweden
$552K +$175K +800 +47%
MSRPS
709
Maryland State Retirement & Pension System
Maryland
$550K +$550K +2,574 New
PA
710
Profund Advisors
Maryland
$549K -$29.1K -133 -5%
ACM
711
Allred Capital Management
Texas
$543K -$10.1K -46 -2%
GWMIA
712
Global Wealth Management Investment Advisory
Florida
$542K +$63.5K +290 +13%
AIP
713
Ameritas Investment Partners
Nebraska
$540K -$33.7K -154 -6%
CL
714
Choreo LLC
Illinois
$539K – – –
WA
715
Wealth Alliance
New York
$537K -$25.2K -115 -4%
RAM
716
Roanoke Asset Management
New Jersey
$537K +$225K +1,025 +72%
WA
717
WealthTrust Axiom
Pennsylvania
$536K – – –
DWM
718
Doyle Wealth Management
Florida
$533K -$1.28M -5,862 -71%
ALAM
719
Asahi Life Asset Management
Japan
$532K +$532K +2,430 New
CB
720
Community Bank
New York
$531K – – –
Mercer Global Advisors
721
Mercer Global Advisors
Colorado
$530K +$85.7K +391 +19%
AL
722
Arnhold LLC
New York
$526K – – –
VIA
723
Vident Investment Advisory
Georgia
$524K -$253K -1,153 -33%
Luther King Capital Management (LKCM)
724
Luther King Capital Management (LKCM)
Texas
$522K – – –
LWM
725
Laidlaw Wealth Management
New York
$521K +$85K +388 +20%
27 28
29
30 31