STZ icon

Constellation Brands
STZ

Overview Fund Activity

1,018 hedge funds and large institutions have $27.6B invested in Constellation Brands in 2019 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 429 increasing their positions, 348 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
+17
Holders Change %
+1.7%
% of All Funds
22.14%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
116
Increased
429
Reduced
348
Closed
86
Calls
$703M
Puts
$853M
Net Calls
-$150M
Net Calls Change
-$105M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.48B
2
Jennison Associates
Jennison Associates
New York
+$293M
3
Bank of America
Bank of America
North Carolina
+$275M
4
Harris Associates
Harris Associates
Illinois
+$208M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$187M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$865M
2
BlackRock
BlackRock
New York
-$247M
3
BI
BlueSpruce Investments
Illinois
-$197M
4
TP
Third Point
New York
-$184M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
751
Probabilities Fund Management
New York
$340K – – –
SXL
752
Summit X LLC
Missouri
$337K +$337K +1,698 New
MIM
753
Moseley Investment Management
Florida
$336K +$74.3K +377 +28%
JCM
754
Jacobsen Capital Management
Utah
$336K +$336K +1,710 New
BC
755
Brinker Capital
Pennsylvania
$335K -$793K -4,034 -70%
YMRC
756
Yorktown Management & Research Company
Virginia
$335K – – –
AT
757
Arden Trust
Delaware
$334K – – –
LW
758
Linscomb Wealth
Texas
$333K +$11K +56 +3%
1WA
759
180 Wealth Advisors
Washington
$330K +$98.6K +509 +43%
PAS
760
Partnervest Advisory Services
California
$329K -$67.2K -341 -17%
GAM
761
Grandview Asset Management
Pennsylvania
$329K -$24K -122 -7%
DFA
762
Delta Financial Advisors
Louisiana
$329K +$329K +1,672 New
SVWAG
763
Sound View Wealth Advisors Group
Georgia
$325K +$325K +1,650 New
FANJ
764
Financial Architects (New Jersey)
New Jersey
$324K -$27.2K -138 -8%
CFM
765
Coronation Fund Managers
South Africa
$323K -$20.7K -105 -6%
PG
766
Pendal Group
Australia
$322K -$18.1K -92 -5%
CG
767
Caprock Group
Idaho
$319K -$10.4K -53 -3%
SS
768
Simplicity Solutions
Minnesota
$318K -$70.1K -356 -18%
HTC
769
Haverford Trust Company
Pennsylvania
$318K -$24.6K -125 -7%
CCA
770
Checchi Capital Advisers
California
$317K +$26.4K +134 +9%
NFG
771
Next Financial Group
Texas
$316K +$40.7K +207 +15%
LF
772
Lee Financial
Texas
$315K – – –
PMG
773
ProVise Management Group
Florida
$315K +$39.4K +200 +14%
BJL
774
Brighton Jones LLC
Washington
$311K -$61.2K -311 -16%
SMFS
775
Squar Milner Financial Services
California
$311K +$197K +1,001 +174%
29 30
31
32 33