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Constellation Brands
STZ

Overview Fund Activity

1,121 hedge funds and large institutions have $27.8B invested in Constellation Brands in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 460 increasing their positions, 395 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
-24
Holders Change %
-2.1%
% of All Funds
19.69%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.23%
New
85
Increased
460
Reduced
395
Closed
91
Calls
$583M
Puts
$639M
Net Calls
-$55.6M
Net Calls Change
+$168M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$359M
2
Citadel Advisors
Citadel Advisors
Florida
+$301M
3
Capital World Investors
Capital World Investors
California
+$192M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$111M
5
Morgan Stanley
Morgan Stanley
New York
+$93.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$790M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$527M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$295M
4
DZ Bank
DZ Bank
Germany
-$268M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
701
Laidlaw Wealth Management
New York
$574K -$28K -133 -5%
CF
702
Copperwynd Financial
Arizona
$571K +$15.6K +74 +3%
PWM
703
Perigon Wealth Management
California
$569K -$55.2K -262 -9%
PTC
704
Private Trust Company
Ohio
$568K +$138K +654 +32%
FHA
705
First Horizon Advisors
Tennessee
$559K +$421K +2,004 +306%
PP
706
Paloma Partners
Connecticut
$553K -$692K -3,282 -56%
SFA
707
Sequoia Financial Advisors
Ohio
$552K -$96.7K -459 -15%
BFEC
708
Benjamin F. Edwards & Company
Missouri
$551K +$18.3K +87 +3%
PDN
709
Pensionfund DSM Netherlands
Netherlands
$548K +$548K +2,600 New
TCM
710
Tributary Capital Management
Nebraska
$544K – – –
CA
711
Cornerstone Advisory
Maryland
$538K -$211K -1,000 -28%
RAM
712
Roanoke Asset Management
New Jersey
$537K – – –
TWP
713
Tempus Wealth Planning
California
$536K +$41.8K +198 +8%
HAG
714
HighPoint Advisor Group
Illinois
$534K +$46.1K +219 +9%
GHAM
715
Gilman Hill Asset Management
Connecticut
$531K -$10.5K -50 -2%
HTC
716
Haverford Trust Company
Pennsylvania
$530K +$327K +1,551 +161%
PAS
717
Park Avenue Securities
New York
$529K +$65.1K +309 +14%
HCM
718
Hillman Capital Management
Maryland
$529K +$308K +1,462 +140%
VI
719
Vestcor Inc
New Brunswick, Canada
$528K -$72.4K -344 -12%
GC
720
Gilbert & Cook
Iowa
$528K +$162K +769 +44%
SM
721
SG3 Management
Puerto Rico
$527K +$527K +2,500 New
NICM
722
Neo Ivy Capital Management
New York
$526K -$120K -685 -19%
BFO
723
Boston Family Office
Massachusetts
$515K +$28.6K +136 +6%
4WM
724
44 Wealth Management
Oregon
$512K -$2.95K -14 -0.6%
CB
725
Community Bank
New York
$511K – – –
27 28
29
30 31