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Constellation Brands
STZ

Overview Fund Activity

1,018 hedge funds and large institutions have $27.6B invested in Constellation Brands in 2019 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 429 increasing their positions, 348 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
+17
Holders Change %
+1.7%
% of All Funds
22.14%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
116
Increased
429
Reduced
348
Closed
86
Calls
$703M
Puts
$853M
Net Calls
-$150M
Net Calls Change
-$105M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.48B
2
Jennison Associates
Jennison Associates
New York
+$293M
3
Bank of America
Bank of America
North Carolina
+$275M
4
Harris Associates
Harris Associates
Illinois
+$208M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$187M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$865M
2
BlackRock
BlackRock
New York
-$247M
3
BI
BlueSpruce Investments
Illinois
-$197M
4
TP
Third Point
New York
-$184M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
826
Successful Portfolios
Florida
$243K +$16.9K +86 +7%
CIC
827
Carnegie Investment Counsel
Ohio
$238K -$24.8K -126 -9%
IFWM
828
Institute for Wealth Management
Colorado
$238K +$238K +1,211 New
WSTAM
829
Wilbanks Smith & Thomas Asset Management
Virginia
$237K +$3.95K +20 +2%
MCM
830
Monarch Capital Management
Indiana
$236K – – –
ECM
831
ExodusPoint Capital Management
New York
$236K +$236K +1,200 New
SFA
832
Sequoia Financial Advisors
Ohio
$235K -$14.8K -75 -6%
VRM
833
Vectors Research Management
New York
$235K – – –
HC
834
HNP Capital
New York
$235K – – –
GC
835
Grimes & Company
Massachusetts
$235K +$235K +1,192 New
GG
836
Gofen & Glossberg
Illinois
$234K -$9.83K -50 -4%
FTC
837
Farmers Trust Company
Ohio
$232K -$1.58K -8 -0.7%
GRP
838
Global Retirement Partners
California
$227K +$185K +942 +446%
NWS
839
Newport Wealth Strategies
California
$224K +$224K +1,122 New
CWM
840
Chesapeake Wealth Management
Virginia
$222K -$98.7K -502 -31%
Lido Advisors
841
Lido Advisors
California
$221K -$10.4K -53 -5%
HI
842
Horizon Investments
North Carolina
$221K +$221K +1,124 New
BW
843
Bison Wealth
Georgia
$219K +$219K +1,110 New
BP
844
Ballentine Partners
Massachusetts
$219K +$219K +1,113 New
GIM
845
Groesbeck Investment Management
New Jersey
$217K +$217K +1,100 New
SWM
846
SeaCrest Wealth Management
New York
$216K +$95.5K +486 +79%
ACS
847
Archford Capital Strategies
Illinois
$215K +$197K +1,004 +1,116%
GIA
848
Gladstone Institutional Advisory
Florida
$212K +$212K +1,074 New
MCM
849
Maryland Capital Management
Maryland
$210K +$210K +1,065 New
BAMCO Inc
850
BAMCO Inc
New York
$209K +$66.1K +335 +46%
32 33
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