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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 %
CQS
801
Credential Qtrade Securities
$115K +$115K +804 New
GWS
802
Glassman Wealth Services
Virginia
$111K -$2.14K -15 -2%
AF
803
Advisornet Financial
Minnesota
$104K -$62.2K -435 -37%
IAS
804
IMA Advisory Services
Colorado
$102K -$1.55M -10,778 -94%
AIC
805
Archer Investment Corporation
Indiana
$97K – – –
OIA
806
Optimum Investment Advisors
Illinois
$96K +$7.16K +50 +8%
ZB
807
Zions Bancorporation
Utah
$95K -$22.7K -158 -19%
Acadian Asset Management
808
Acadian Asset Management
Massachusetts
$91K -$27.7K -194 -23%
TF
809
Tompkins Financial
New York
$91K – – –
SIM
810
Sonora Investment Management
Arizona
$90K – – –
CFGS
811
Concourse Financial Group Securities
Alabama
$86K -$235K -1,630 -73%
PWMG
812
Prestige Wealth Management Group
New Jersey
$84K – – –
MHR
813
Matthew Hamilton Rosenberg
$80K +$80K +558 New
FHA
814
First Horizon Advisors
Tennessee
$79K +$4.4K +31 +6%
VC
815
Vestor Capital
Illinois
$79K +$79K +550 New
RFM
816
Royal Fund Management
Florida
$77K -$1K -7 -1%
DSC
817
Duncker Streett & Co
Missouri
$77K – – –
PFGIA
818
Patriot Financial Group Insurance Agency
Massachusetts
$77K +$2K +14 +3%
FMII
819
Farmers & Merchants Investments Inc
Nebraska
$76K +$35.3K +247 +87%
TSW
820
Thompson Siegel & Walmsley
Virginia
$75K – – –
1IA
821
1834 Investment Advisors
Wisconsin
$72K -$5.25M -36,758 -99%
CFA
822
Carroll Financial Associates
North Carolina
$68K -$30.2K -213 -31%
CAN
823
Claraphi Advisory Network
United States
$68K +$68K +475 New
CIA
824
CSat Investment Advisory
Michigan
$66K +$15.3K +107 +30%
IUHSA
825
Itau Unibanco Holding S.A.
Brazil
$66K +$66K +459 New
31 32
33
34 35