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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 %
CYG
826
Clean Yield Group
Vermont
$64K +$57K +400 +816%
BWP
827
Baldwin Wealth Partners
Massachusetts
$62K – – –
KFI
828
Key Financial Inc
Pennsylvania
$62K +$62K +425 New
RCA
829
Ranch Capital Advisors
Florida
$60K -$143 -1 -0.2%
CFD
830
Creative Financial Designs
Indiana
$60K +$45.3K +316 +307%
FP
831
Financial Perspectives
Minnesota
$57.3K – – –
PGAM
832
Princeton Global Asset Management
New Jersey
$57K -$12.5K -88 -18%
FMTCOCP
833
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$57K – – –
WT
834
Washington Trust
Rhode Island
$56K +$56K +393 New
EWM
835
EPG Wealth Management
Georgia
$51K +$36.1K +253 +243%
TFGT
836
TS Financial Group (TSFG)
Illinois
$48K +$1.28K +9 +3%
FNBOSM
837
First National Bank of South Miami
Florida
$44K -$66.6K -466 -60%
BC
838
Barnett & Company
Tennessee
$44K – – –
LWA
839
Lowe Wealth Advisors
Maryland
$43K – – –
EIP
840
Ellis Investment Partners
Pennsylvania
$42K +$135 +1 +0.3%
VRM
841
Vectors Research Management
New York
$41K -$139K -971 -77%
OPS
842
Orion Portfolio Solutions
Nebraska
$39K -$16.7K -116 -30%
CBT
843
Central Bank & Trust
Kentucky
$39K -$3.63K -25 -9%
SQA
844
Simon Quick Advisors
New Jersey
$38K -$119K -833 -76%
ST
845
Smithfield Trust
Pennsylvania
$35K -$25K -179 -42%
BCM
846
Blume Capital Management
California
$35K – – –
DZ Bank
847
DZ Bank
Germany
$35K +$35K +247 New
WAP
848
Wealthcare Advisory Partners
Pennsylvania
$34K -$10.3K -71 -23%
VCP
849
Verus Capital Partners
Arizona
$33K – – –
GI
850
Gradient Investments
Minnesota
$33K +$7.75K +54 +31%
32 33
34
35 36