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Constellation Brands
STZ

Overview Fund Activity

1,121 hedge funds and large institutions have $27.8B invested in Constellation Brands in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 460 increasing their positions, 395 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
-24
Holders Change %
-2.1%
% of All Funds
19.69%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.23%
New
85
Increased
460
Reduced
395
Closed
91
Calls
$583M
Puts
$639M
Net Calls
-$55.6M
Net Calls Change
+$168M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$359M
2
Citadel Advisors
Citadel Advisors
Florida
+$301M
3
Capital World Investors
Capital World Investors
California
+$192M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$111M
5
Morgan Stanley
Morgan Stanley
New York
+$93.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$790M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$527M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$295M
4
DZ Bank
DZ Bank
Germany
-$268M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
751
Ameritas Investment Partners
Nebraska
$477K -$18.3K -87 -4%
MFG
752
Menard Financial Group
Texas
$475K +$84.4K +401 +22%
SWA
753
Stratos Wealth Advisors
Ohio
$470K +$21.3K +101 +5%
LHC
754
Little House Capital
Massachusetts
$470K +$114K +541 +32%
BTW
755
Boston Trust Walden
Massachusetts
$467K +$3.58K +17 +0.8%
WA
756
WealthTrust Axiom
Pennsylvania
$463K -$52.6K -250 -10%
LIG
757
Lokken Investment Group
Delaware
$463K -$14.5K -69 -3%
PPP
758
Private Portfolio Partners
New Jersey
$460K +$101K +480 +28%
CA
759
Calton & Associates
Florida
$460K -$84K -399 -15%
CHA
760
Cooper/Haims Advisors
New York
$459K – – –
VPIM
761
Vanguard Personalized Indexing Management
California
$456K -$58.3K -277 -11%
LB
762
Legacy Bridge
Iowa
$456K -$5.27K -25 -1%
PG
763
Pendal Group
Australia
$451K -$154K -729 -25%
FMLI
764
Fukoku Mutual Life Insurance
Japan
$451K +$48.5K +230 +12%
MA
765
MONECO Advisors
Connecticut
$450K -$3.16K -15 -0.7%
KOCAA
766
Knights of Columbus Asset Advisors
Connecticut
$449K +$201K +955 +81%
MAM
767
Meeder Asset Management
Ohio
$444K -$130K -618 -23%
IC
768
IEQ Capital
California
$442K +$202K +959 +84%
TP
769
Tranquility Partners
Tennessee
$442K +$258K +1,225 +141%
XT
770
XTX Topco
Cayman Islands
$442K +$442K +2,099 New
MCP
771
Mirador Capital Partners
California
$439K +$14.1K +67 +3%
SDWIA
772
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$438K -$9.49K -45 -2%
AWM
773
Aries Wealth Management
Maine
$438K +$34.4K +163 +9%
KWM
774
Keebeck Wealth Management
Illinois
$434K -$4.42K -21 -1%
Wealthfront Advisers
775
Wealthfront Advisers
California
$431K +$21.7K +103 +5%
29 30
31
32 33