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Constellation Brands
STZ

Overview Fund Activity

1,148 hedge funds and large institutions have $31.7B invested in Constellation Brands in 2021 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 498 increasing their positions, 364 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+21
Holders Change %
+1.86%
% of All Funds
20.21%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.32%
New
113
Increased
498
Reduced
364
Closed
79
Calls
$332M
Puts
$393M
Net Calls
-$60.9M
Net Calls Change
-$56.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$197M
2
Bank of America
Bank of America
North Carolina
+$190M
3
Capital World Investors
Capital World Investors
California
+$155M
4
DZ Bank
DZ Bank
Germany
+$146M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$121M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$309M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$282M
3
KCM
Kensico Capital Management
Connecticut
-$205M
4
CG
Carmignac Gestion
France
-$193M
5
PCM
Palestra Capital Management
New York
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
726
Raymond James Trust
Florida
$591K +$165K +722 +39%
GHAM
727
Gilman Hill Asset Management
Connecticut
$586K +$187K +820 +47%
TIAM2
728
Tru Independence Asset Management 2
Oregon
$583K +$534K +2,341 +1,089%
IWM
729
IHT Wealth Management
Illinois
$581K -$8.9K -39 -2%
RAM
730
Roanoke Asset Management
New Jersey
$581K +$22.8K +100 +4%
PNC
731
Park National Corp
Ohio
$579K +$579K +2,539 New
CB
732
Community Bank
New York
$576K +$22.8K +100 +4%
LS
733
Livforsakringsbolaget Skandia
Sweden
$574K – – –
LWM
734
Laidlaw Wealth Management
New York
$573K +$30.8K +135 +6%
WA
735
WBH Advisory
Maryland
$568K -$3.87K -17 -0.7%
PIMG
736
Patriot Investment Management Group
Tennessee
$565K +$42.8K +188 +8%
4WM
737
44 Wealth Management
Oregon
$559K -$160K -703 -22%
SCG
738
Sonata Capital Group
Washington
$559K +$559K +2,450 New
WA
739
WealthTrust Axiom
Pennsylvania
$558K – – –
ACM
740
Allred Capital Management
Texas
$555K -$10.7K -47 -2%
MOS
741
MGO One Seven
Ohio
$551K +$89.5K +393 +19%
AL
742
Arnhold LLC
New York
$547K – – –
BFEC
743
Benjamin F. Edwards & Company
Missouri
$538K -$54.9K -241 -9%
AIP
744
Ameritas Investment Partners
Nebraska
$536K -$25.7K -113 -5%
LWCFA
745
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$536K +$28K +123 +6%
MAFM
746
Mid Atlantic Financial Management
Pennsylvania
$533K +$912 +4 +0.2%
AAM
747
Aureus Asset Management
Massachusetts
$531K – – –
PMG
748
ProVise Management Group
Florida
$531K +$913 +4 +0.2%
HC
749
HNP Capital
New York
$524K – – –
MAM
750
Meeder Asset Management
Ohio
$522K +$123K +540 +31%
28 29
30
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