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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 %
RHBC
801
R.H. Bluestein & Co
Michigan
$368K – – –
FMLI
802
Fukoku Mutual Life Insurance
Japan
$368K – – –
CG
803
Colony Group
Massachusetts
$364K +$118K +537 +48%
WAP
804
Wealthcare Advisory Partners
Pennsylvania
$363K +$363K +1,657 New
SWA
805
Stratos Wealth Advisors
Ohio
$360K +$36.2K +165 +11%
CCA
806
Checchi Capital Advisers
California
$359K -$19.3K -88 -5%
ACA
807
Atlas Capital Advisors
Wyoming
$358K – – –
MCM
808
Monarch Capital Management
Indiana
$352K – – –
MCM
809
Murphy Capital Management
New Jersey
$352K – – –
CCP
810
Corient Capital Partners
California
$352K +$7.87K +36 +2%
GAM
811
Geier Asset Management
Maryland
$352K +$352K +1,644 New
PPP
812
Private Portfolio Partners
New Jersey
$351K +$2.63K +12 +0.8%
LNC
813
Lincoln National Corp
Pennsylvania
$350K -$11.8K -54 -3%
LF
814
Lee Financial
Texas
$350K – – –
AA
815
Alesco Advisors
New York
$344K – – –
FFG
816
Fortem Financial Group
California
$343K -$850K -3,881 -71%
AIM
817
Anchor Investment Management
South Carolina
$342K – – –
PWAP
818
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$342K -$46K -210 -12%
Verition Fund Management
819
Verition Fund Management
Connecticut
$340K -$193K -881 -36%
PA
820
Procyon Advisors
Connecticut
$340K -$65.9K -301 -16%
AAM
821
Advisors Asset Management
Colorado
$338K -$154K -704 -31%
PVWM
822
Point View Wealth Management
New Jersey
$338K -$4.81K -22 -1%
PIM
823
Penobscot Investment Management
Massachusetts
$337K – – –
PCAP
824
Pratt Collard Advisory Partners
New York
$337K +$337K +1,540 New
GC
825
Gilbert & Cook
Iowa
$336K -$4.8K -22 -1%
31 32
33
34 35