STZ icon

Constellation Brands
STZ

Overview Fund Activity

1,127 hedge funds and large institutions have $30.6B invested in Constellation Brands in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 397 increasing their positions, 407 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+85
Holders Change %
+8.16%
% of All Funds
20%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
162
Increased
397
Reduced
407
Closed
66
Calls
$435M
Puts
$439M
Net Calls
-$4.14M
Net Calls Change
+$137M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$332M
2
Capital World Investors
Capital World Investors
California
+$286M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$255M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$199M
5
DZ Bank
DZ Bank
Germany
+$170M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.08B
2
KCM
Kensico Capital Management
Connecticut
-$664M
3
BlackRock
BlackRock
New York
-$113M
4
Jennison Associates
Jennison Associates
New York
-$96.7M
5
Harris Associates
Harris Associates
Illinois
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
751
Financial Advocates Investment Management
Washington
$458K +$22.1K +101 +5%
TIA
752
Tiemann Investment Advisors
California
$457K +$27.6K +126 +6%
BRWA
753
B. Riley Wealth Advisors
Florida
$456K +$109K +496 +31%
BFA
754
Beaumont Financial Advisors
Massachusetts
$451K -$657 -3 -0.1%
BG
755
Bellevue Group
Switzerland
$451K – – –
KWM
756
Keebeck Wealth Management
Illinois
$451K – – –
BFO
757
Boston Family Office
Massachusetts
$449K +$11.4K +52 +3%
HAG
758
HighPoint Advisor Group
Illinois
$448K -$312K -1,331 -41%
TYCC
759
Texas Yale Capital Corp
Florida
$445K – – –
MOS
760
MGO One Seven
Ohio
$444K -$30.9K -141 -7%
BG
761
Berry Group
Massachusetts
$443K – – –
SBH
762
Segall Bryant & Hamill
Illinois
$440K -$22K -100 -5%
LWMM
763
Legacy Wealth Management (Mississippi)
Mississippi
$438K – – –
UFA
764
US Financial Advisors
Massachusetts
$438K +$438K +2,000 New
PTC
765
Private Trust Company
Ohio
$431K +$3.72K +17 +0.9%
OWP
766
Obermeyer Wealth Partners
Colorado
$428K -$5.91K -27 -1%
NICM
767
Neo Ivy Capital Management
New York
$424K -$257K -1,174 -38%
Wealthfront Advisers
768
Wealthfront Advisers
California
$421K -$3.06K -14 -0.7%
NF
769
Nikulski Financial
Iowa
$417K +$19.7K +90 +5%
LNWWM
770
Laird Norton Wetherby Wealth Management
California
$417K +$46.5K +212 +13%
HCM
771
Highlander Capital Management
New Jersey
$416K -$43.8K -200 -10%
RFN
772
RDA Financial Network
Iowa
$411K -$83.8K -383 -17%
MFG
773
Menard Financial Group
Texas
$409K -$2.41K -11 -0.6%
TWP
774
Tempus Wealth Planning
California
$409K -$1.1K -5 -0.3%
RJT
775
Raymond James Trust
Florida
$409K +$2.63K +12 +0.6%
29 30
31
32 33