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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
CWM
751
Catamount Wealth Management
Connecticut
$20K
EWM
752
Endurance Wealth Management
Rhode Island
$20K
HDIM
753
Hanson & Doremus Investment Management
Vermont
$20K
NSB
754
Norway Savings Bank
Maine
$20K
SJIM
755
St. Johns Investment Management
Florida
$20K
CAW
756
Cornerstone Advisors (Washington)
Washington
$19K
PFBT
757
Parkside Financial Bank & Trust
Missouri
$19K
RFA
758
Reilly Financial Advisors
California
$19K
CPIG
759
Chicago Partners Investment Group
Illinois
$17K -$32.5K -164 -66%
MWM
760
MinichMacGregor Wealth Management
New York
$17K +$198 +1 +1%
BL
761
Balentine LLC
Georgia
$16K
PWM
762
Perigon Wealth Management
California
$16K
WAS
763
Winch Advisory Services
Wisconsin
$16K
TG
764
TLP Group
Illinois
$14K +$13.9K +70 New
CFD
765
Creative Financial Designs
Indiana
$12K
PCP
766
Proficio Capital Partners
Massachusetts
$12K
LA
767
Legacy Advisors
Pennsylvania
$12K +$12.7K +64 New
AC
768
Alexandria Capital
Virginia
$10K
APSP
769
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K
SIC
770
Salem Investment Counselors
North Carolina
$10K
GWS
771
Glassman Wealth Services
Virginia
$10K +$396 +2 +4%
GAM
772
Gemmer Asset Management
California
$10K +$7.13K +36 +257%
WAP
773
Wealthcare Advisory Partners
Pennsylvania
$10K +$9.9K +50 New
MWM
774
Mascoma Wealth Management
New Hampshire
$8K -$396 -2 -5%
MPWT
775
MassMutual Private Wealth & Trust
Connecticut
$7.38K -$1.58K -8 -18%

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.