We are live on ! Find out more
STZ icon

Constellation Brands

964 hedge funds and large institutions have $31.1B invested in Constellation Brands in 2018 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 373 increasing their positions, 318 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.93B | Put options by funds: $1.26B

67% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 67

17% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 318

5% more funds holding

Funds holding: 922964 (+42)

2.06% more ownership

Funds ownership: 82.63%84.69% (+2.1%)

3% less capital invested

Capital invested by funds: $32.2B → $31.1B (-$1.09B)

31% less funds holding in top 10

Funds holding in top 10: 4934 (-15)

Holders
964
Holders Change
+42
Holders Change %
+4.56%
% of All Funds
22.07%
Holding in Top 10
34
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-30.61%
% of All Funds
0.78%
New
112
Increased
373
Reduced
318
Closed
67
Calls
$2.93B
Puts
$1.26B
Net Calls
+$1.68B
Net Calls Change
-$547M
Name Holding Trade Value Shares
Change
Change in
Stake
WOC
826
West Oak Capital
California
$104K
GLI
827
Guardian Life Insurance
New York
$102K +$15.6K +69 +17%
BAMCO Inc
828
BAMCO Inc
New York
$102K +$105K +464 New
ST
829
Smithfield Trust
Pennsylvania
$101K +$3.61K +16 +4%
SLF
830
Sun Life Financial
Ontario, Canada
$100K +$62.8K +278 +155%
BWL
831
Bogart Wealth LLC
Virginia
$99K +$19.6K +87 +24%
CBT
832
Capital Bank & Trust
California
$98K +$72.3K +320 +246%
AIM
833
Advantage Investment Management
Iowa
$97K +$4.29K +19 +4%
BWA
834
Burt Wealth Advisors
Maryland
$96K
BWP
835
Baldwin Wealth Partners
Massachusetts
$94K
HFM
836
Harvest Fund Management
China
$94K
VFA
837
Valeo Financial Advisors
Indiana
$93K -$153K -679 -61%
KA
838
Kaizen Advisory
Illinois
$90K +$56.2K +249 +153%
AF
839
Advisornet Financial
Minnesota
$88K
FMTCOCP
840
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$88K
IWP
841
Icon Wealth Partners
Texas
$80K +$82.9K +367 New
CCA
842
Catalyst Capital Advisors
New York
$77K -$2.73M -12,100 -97%
FC
843
Ferris Capital
Massachusetts
$75K
PCM
844
Princeton Capital Management
New Jersey
$70K
CAPTRUST Financial Advisors
845
CAPTRUST Financial Advisors
North Carolina
$69K +$30.3K +134 +73%
BC
846
Barnett & Company
Tennessee
$67K
FL
847
Fort LP
Maryland
$67K +$69.3K +307 New
GBBWRPM
848
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$66K
LWA
849
Lowe Wealth Advisors
Maryland
$66K
AW
850
Alpha Windward
Massachusetts
$63K +$65.3K +289 New

STZ Hedge Fund Activity: Q2 2018 in Review

964 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2018, worth a combined $31.1B — down 3.4% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new STZ positions and 67 closed out — a net gain of 45 holders — while 373 added to existing stakes and 318 trimmed.

The largest buyer was Jennison Associates, adding an estimated $368M. The largest seller was Deutsche Bank, cutting an estimated $252M.

  • 964 institutional investors held Constellation Brands (STZ) as of Q2 2018, up from 922 in Q1 2018.
  • Funds reported $31.1B of Constellation Brands stock for Q2 2018, down 3.4% quarter-over-quarter.
  • 112 funds opened new Constellation Brands positions in Q2 2018 and 67 closed out, a net change of +45 holders.
  • The largest Constellation Brands buyer in Q2 2018 was Jennison Associates, an estimated $368M added.
  • The largest Constellation Brands seller in Q2 2018 was Deutsche Bank, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2018.