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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 %
LNC
726
Lincoln National Corp
Pennsylvania
$511K +$44.5K +211 +10%
MFW
727
Meristem Family Wealth
Minnesota
$510K +$35.6K +169 +8%
BTWM
728
Baker Tilly Wealth Management
Wisconsin
$507K +$318K +1,509 +168%
AL
729
Arnhold LLC
New York
$506K – – –
JIP
730
Jaffetilchin Investment Partners
Florida
$504K -$707K -3,358 -58%
RIM
731
Redpoint Investment Management
Australia
$503K -$618K -2,932 -55%
WGAM
732
Wilkinson Global Asset Management
New York
$499K +$84.3K +400 +20%
HIA
733
Harbor Investment Advisory
Maryland
$495K -$335K -1,591 -40%
MAFM
734
Mid Atlantic Financial Management
Pennsylvania
$495K -$632 -3 -0.1%
CS
735
Comerica Securities
Michigan
$495K +$31K +147 +7%
PAMP
736
Polar Asset Management Partners
Ontario, Canada
$494K +$494K +2,344 New
Koshinski Asset Management
737
Koshinski Asset Management
Illinois
$491K +$45.9K +218 +10%
PA
738
Profund Advisors
Maryland
$491K -$24.4K -116 -5%
AAM
739
Aureus Asset Management
Massachusetts
$490K – – –
WA
740
WBH Advisory
Maryland
$489K – – –
PNC
741
Park National Corp
Ohio
$489K – – –
LWCFA
742
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$488K -$2.74K -13 -0.6%
BOPW
743
Brandywine Oak Private Wealth
Pennsylvania
$488K +$121K +575 +33%
CT
744
Chicago Trust
Illinois
$487K +$114K +540 +31%
VRM
745
Vectors Research Management
New York
$484K – – –
HC
746
HNP Capital
New York
$484K – – –
PMG
747
ProVise Management Group
Florida
$482K -$1.47K -7 -0.3%
ACM
748
Allred Capital Management
Texas
$479K -$31.4K -149 -6%
SP
749
Symmetry Partners
Connecticut
$479K – – –
CIM
750
CIM Investment Management
Pennsylvania
$478K -$2.74K -13 -0.6%
28 29
30
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