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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 %
LNC
776
Lincoln National Corp
Pennsylvania
$471K +$107K +469 +29%
PTC
777
Private Trust Company
Ohio
$470K +$20.7K +91 +5%
ALAM
778
Asahi Life Asset Management
Japan
$465K -$88.9K -390 -16%
TYCC
779
Texas Yale Capital Corp
Florida
$464K – – –
LSPW
780
Lake Street Private Wealth
Illinois
$463K +$58.1K +255 +14%
SBH
781
Segall Bryant & Hamill
Illinois
$460K +$4.1K +18 +0.9%
TIA
782
Tiemann Investment Advisors
California
$459K -$16.9K -74 -4%
CIAS
783
Capital Investment Advisory Services
North Carolina
$458K -$26.9K -118 -6%
Balyasny Asset Management
784
Balyasny Asset Management
Illinois
$458K +$458K +2,007 New
UFA
785
US Financial Advisors
Massachusetts
$456K – – –
LWMM
786
Legacy Wealth Management (Mississippi)
Mississippi
$456K – – –
WWM
787
Western Wealth Management
Colorado
$456K +$247K +1,086 +119%
CAM
788
Cresset Asset Management
Illinois
$451K +$65.6K +288 +17%
BFA
789
Beaumont Financial Advisors
Massachusetts
$447K -$23K -101 -5%
NP
790
Ninepoint Partners
Ontario, Canada
$445K -$39.9K -175 -8%
FANJ
791
Financial Architects (New Jersey)
New Jersey
$443K -$193K -848 -30%
GIBU
792
Gulf International Bank (UK)
United Kingdom
$440K -$77.5K -340 -15%
Verition Fund Management
793
Verition Fund Management
Connecticut
$440K +$86.1K +378 +24%
OWP
794
Obermeyer Wealth Partners
Colorado
$438K -$7.29K -32 -2%
GT
795
Greenleaf Trust
Michigan
$436K +$88.4K +388 +25%
HCM
796
Highlander Capital Management
New Jersey
$433K – – –
RFN
797
RDA Financial Network
Iowa
$433K +$5.01K +22 +1%
NF
798
Nikulski Financial
Iowa
$432K -$2.28K -10 -0.5%
BS
799
Boenning & Scattergood
Pennsylvania
$428K +$30.8K +135 +8%
WAP
800
Wealthcare Advisory Partners
Pennsylvania
$427K +$49.2K +216 +13%
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32
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