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Constellation Brands
STZ

Overview Fund Activity

934 hedge funds and large institutions have $30B invested in Constellation Brands in 2018 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 352 increasing their positions, 341 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
934
Holders Change
-29
Holders Change %
-3.01%
% of All Funds
21.39%
Holding in Top 10
23
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-32.35%
% of All Funds
0.53%
New
95
Increased
352
Reduced
341
Closed
116
Calls
$2.25B
Puts
$1.69B
Net Calls
+$559M
Net Calls Change
-$1.12B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$983M
2
MCM
Melvin Capital Management
New York
$793M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$264M
4
Ameriprise
Ameriprise
Minnesota
$234M
5
CG
Carmignac Gestion
France
$379M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$763M
2
Jennison Associates
Jennison Associates
New York
$96.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$68.1M
4
ECU
Egerton Capital (UK)
United Kingdom
$0
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
751
QCI Asset Management
New York
$228K – – –
OIA
752
Optimum Investment Advisors
Illinois
$227K +$75.6K +350 +50%
AFP
753
Ausdal Financial Partners
Iowa
$227K +$227K +1,053 New
OIA
754
OneDigital Investment Advisors
Kansas
$224K +$863 +4 +0.4%
XSC
755
X-Square Capital
Puerto Rico
$224K +$11K +51 +5%
CAPTRUST Financial Advisors
756
CAPTRUST Financial Advisors
North Carolina
$222K +$154K +713 +225%
EWM
757
Evercore Wealth Management
New York
$221K +$221K +1,025 New
HPC
758
Hobart Private Capital
North Carolina
$220K – – –
AA
759
Alesco Advisors
New York
$219K – – –
AC
760
Abbrea Capital
California
$217K -$11.8K -55 -5%
MCP
761
Mirador Capital Partners
California
$217K +$9.69K +45 +5%
MAM
762
Morse Asset Management
Connecticut
$216K -$1.12M -5,180 -84%
SG
763
StoneX Group
New York
$216K -$35.4K -164 -14%
BWM
764
Buckley Wealth Management
Nevada
$216K – – –
GHAM
765
Gilman Hill Asset Management
Connecticut
$216K +$216K +1,000 New
NSIM
766
North Star Investment Management
Illinois
$214K +$37.7K +175 +21%
PAS
767
Partnervest Advisory Services
California
$214K +$214K +991 New
BCM
768
Beck Capital Management
Texas
$214K +$214K +992 New
CCMG
769
Clark Capital Management Group
Pennsylvania
$213K -$14.9K -69 -7%
TYCC
770
Texas Yale Capital Corp
Florida
$211K – – –
H
771
HoyleCohen
California
$211K +$211K +980 New
PCM
772
Prelude Capital Management
New York
$210K -$395K -1,833 -65%
VRM
773
Vectors Research Management
New York
$210K +$210K +972 New
AWM
774
Altium Wealth Management
New York
$209K -$11K -51 -5%
BDF
775
Balasa Dinverno & Foltz
$207K -$12.7K -59 -6%
29 30
31
32 33