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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
BWL
726
Bogart Wealth LLC
Virginia
$47K +$44.5K +225 New
RE
727
RBC Europe
United Kingdom
$45.9K +$45.5K +230 New
AIL
728
AGF Investments LLC
Ontario, Canada
$44K -$3.96K -20 -9%
BFEC
729
Benjamin F. Edwards & Company
Missouri
$42K
Bessemer Group
730
Bessemer Group
New Jersey
$42K +$22.8K +115 +122%
EWM
731
Evercore Wealth Management
New York
$40K
TCOV
732
Trust Company of Vermont
Vermont
$39K +$594 +3 +2%
TDC
733
Thompson Davis & Co
Virginia
$39K +$23K +116 +141%
KLWA
734
Kelly Lawrence W & Associates
California
$34K
ZB
735
Zions Bancorporation
Utah
$34K +$26.5K +134 +383%
SWA
736
Sutton Wealth Advisors
Florida
$32.5K
First Manhattan
737
First Manhattan
New York
$31K +$31.7K +160 New
MIC
738
MU Investments Company
Japan
$30K -$9.9K -50 -25%
FHA
739
First Horizon Advisors
Tennessee
$30K
WPA
740
West Paces Advisors
Georgia
$29.7K
CBT
741
Capital Bank & Trust
California
$26K +$25.7K +130 New
KPCM
742
Kings Point Capital Management
New York
$25K -$18.8K -95 -43%
DBT
743
Dubuque Bank & Trust
Iowa
$25K -$1.78K -9 -7%
FFC
744
First Financial Corp
Indiana
$25K
SHJ
745
Sharkey, Howes & Javer
Colorado
$25K
WTC
746
WhitTier Trust Company
Nevada
$24K
LWM
747
Lenox Wealth Management
Ohio
$24K +$3.56K +18 +17%
GT
748
Greenleaf Trust
Michigan
$22K +$22K +111 New
SMG
749
Spectrum Management Group
Indiana
$21K +$20.4K +103 New
AWM
750
Avior Wealth Management
Nebraska
$20K

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.