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Constellation Brands
STZ

Overview Fund Activity

955 hedge funds and large institutions have $20.1B invested in Constellation Brands in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 371 increasing their positions, 390 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-96
Holders Change %
-9.13%
% of All Funds
21.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
91
Increased
371
Reduced
390
Closed
173
Calls
$335M
Puts
$357M
Net Calls
-$21.5M
Net Calls Change
+$129M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$461M
2
Bank of America
Bank of America
North Carolina
+$282M
3
Harris Associates
Harris Associates
Illinois
+$240M
4
BlackRock
BlackRock
New York
+$138M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$102M

Top Sellers

1
JSP
Jackson Square Partners
California
-$430M
2
Citadel Advisors
Citadel Advisors
Florida
-$222M
3
Morgan Stanley
Morgan Stanley
New York
-$152M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$136M
5
Macquarie Group
Macquarie Group
Australia
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
751
AssetMark Inc
California
$220K -$195K -1,357 -47%
SBIA
752
Sheaff Brock Investment Advisors
Indiana
$220K +$143 +1 +0.1%
CT
753
Columbia Trust
Oregon
$220K +$20.6K +144 +10%
CAM
754
Crestone Asset Management
Colorado
$219K +$219K +1,525 New
AI
755
Atom Investors
Texas
$218K -$4.73K -33 -2%
BRWA
756
B. Riley Wealth Advisors
Florida
$218K +$218K +1,516 New
AT
757
Arden Trust
Delaware
$217K -$10.5K -73 -5%
SVWAG
758
Sound View Wealth Advisors Group
Georgia
$217K +$7.04K +49 +3%
KC
759
Knuff & Co
California
$215K -$1.23M -8,570 -85%
RAM
760
Roanoke Asset Management
New Jersey
$215K – – –
ACM
761
Advent Capital Management
New York
$215K – – –
GWMIA
762
Global Wealth Management Investment Advisory
Florida
$215K +$13.3K +93 +7%
RIM
763
Rampart Investment Management
Connecticut
$214K -$130K -908 -38%
MA
764
Mutual Advisors
Nebraska
$214K -$65.2K -456 -23%
JLBC
765
J.L. Bainbridge & Co
Florida
$214K – – –
SS
766
Simplicity Solutions
Minnesota
$214K +$34.5K +240 +19%
SFSIG
767
San Francisco Sentry Investment Group
California
$213K -$194K -1,356 -48%
FHA
768
Flagship Harbor Advisors
Massachusetts
$208K -$60.3K -420 -22%
MSR
769
Main Street Research
Connecticut
$206K – – –
CCA
770
Checchi Capital Advisers
California
$205K -$14K -98 -6%
CAM
771
Cidel Asset Management
Ontario, Canada
$205K – – –
PJSIMP
772
P.J. Schmidt Investment Management (PJS)
Wisconsin
$204K -$25.9K -181 -11%
XSC
773
X-Square Capital
Puerto Rico
$204K +$429 +3 +0.2%
SDWIA
774
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$204K +$14.4K +100 +8%
CHA
775
Cooper/Haims Advisors
New York
$203K +$4.3K +30 +2%
29 30
31
32 33