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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 %
SDWIA
801
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$425K +$4.56K +20 +1%
AWM
802
Aries Wealth Management
Maine
$424K +$110K +480 +35%
EGA
803
E&G Advisors
Texas
$422K – – –
UCFA
804
United Capital Financial Advisors
Texas
$421K +$16.7K +73 +4%
AAP
805
Aristotle Atlantic Partners
Florida
$421K +$421K +1,848 New
RFC
806
Regions Financial Corp
Alabama
$420K – – –
CFMC
807
Curbstone Financial Management Corp
New Hampshire
$414K +$414K +1,814 New
SIM
808
Sentry Investment Management
Wisconsin
$413K -$7.06M -30,940 -94%
CCP
809
Corient Capital Partners
California
$413K +$46.2K +203 +13%
GBT
810
Grove Bank & Trust
Florida
$412K – – –
UBV
811
United Bank (Virginia)
Virginia
$410K – – –
MFA
812
Mayflower Financial Advisors
Massachusetts
$407K +$456 +2 +0.1%
SWA
813
Stratos Wealth Advisors
Ohio
$405K +$31.2K +137 +8%
CT
814
Chicago Trust
Illinois
$404K -$118K -518 -23%
GAM
815
Geier Asset Management
Maryland
$400K – – –
FP
816
Financial Perspectives
Minnesota
$400K +$398K +90,800 +22,700%
PMA
817
Prudent Man Advisors
Illinois
$399K +$1.6K +7 +0.4%
MHS
818
M Holdings Securities
Oregon
$396K +$396K +1,738 New
PA
819
Probity Advisors
Texas
$395K +$395K +1,734 New
CMI
820
Clare Market Investments
Texas
$394K +$69.2K +303 +21%
PFM
821
Probabilities Fund Management
New York
$393K – – –
GC
822
Gilbert & Cook
Iowa
$393K +$42K +184 +12%
PA
823
Procyon Advisors
Connecticut
$392K +$38.5K +169 +11%
Carson Wealth (CWM LLC)
824
Carson Wealth (CWM LLC)
Nebraska
$390K – – –
VPIM
825
Vanguard Personalized Indexing Management
California
$390K +$133K +581 +51%
31 32
33
34 35