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Constellation Brands
STZ

Overview Fund Activity

1,148 hedge funds and large institutions have $31.7B invested in Constellation Brands in 2021 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 498 increasing their positions, 364 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+21
Holders Change %
+1.86%
% of All Funds
20.21%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.32%
New
113
Increased
498
Reduced
364
Closed
79
Calls
$332M
Puts
$393M
Net Calls
-$60.9M
Net Calls Change
-$56.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$197M
2
Bank of America
Bank of America
North Carolina
+$190M
3
Capital World Investors
Capital World Investors
California
+$155M
4
DZ Bank
DZ Bank
Germany
+$146M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$121M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$309M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$282M
3
KCM
Kensico Capital Management
Connecticut
-$205M
4
CG
Carmignac Gestion
France
-$193M
5
PCM
Palestra Capital Management
New York
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
751
Cooper/Haims Advisors
New York
$520K – – –
BFO
752
Boston Family Office
Massachusetts
$519K +$51.3K +225 +11%
PCAP
753
Pratt Collard Advisory Partners
New York
$518K +$167K +730 +47%
CA
754
Calton & Associates
Florida
$518K +$202K +886 +64%
LIG
755
Lokken Investment Group
Delaware
$516K -$75.2K -330 -13%
WA
756
Wealth Alliance
New York
$515K -$43.3K -190 -8%
SP
757
Symmetry Partners
Connecticut
$512K – – –
JIC
758
Johnson Investment Counsel
Ohio
$511K -$6.84K -30 -1%
FMBTD
759
First Midwest Bank Trust Division
Illinois
$505K -$14.8K -65 -3%
VIA
760
Vident Investment Advisory
Georgia
$504K -$40.6K -178 -7%
LB
761
Legacy Bridge
Iowa
$499K -$4.56K -20 -0.9%
HI
762
HBK Investments
Texas
$493K +$493K +2,161 New
HAG
763
HighPoint Advisor Group
Illinois
$491K +$62.1K +277 +14%
Koshinski Asset Management
764
Koshinski Asset Management
Illinois
$489K -$703K -3,087 -59%
FAIM
765
Financial Advocates Investment Management
Washington
$487K +$10.5K +46 +2%
MA
766
MONECO Advisors
Connecticut
$486K +$486K +2,133 New
FHB
767
First Hawaiian Bank
Hawaii
$483K +$63.9K +280 +15%
CI Investments Inc
768
CI Investments Inc
Ontario, Canada
$482K -$192K -841 -28%
FHC
769
First Horizon Corporation
Tennessee
$479K -$10K -44 -2%
Capstone Investment Advisors
770
Capstone Investment Advisors
New York
$478K +$478K +2,097 New
Wealthfront Advisers
771
Wealthfront Advisers
California
$476K +$37K +162 +8%
KWM
772
Keebeck Wealth Management
Illinois
$474K +$4.78K +21 +1%
TWP
773
Tempus Wealth Planning
California
$474K +$48.2K +211 +11%
CFO
774
Collective Family Office
Pennsylvania
$473K +$65.4K +287 +16%
CS
775
Comerica Securities
Michigan
$471K +$51.8K +227 +12%
29 30
31
32 33