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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 %
DWM
826
Doyle Wealth Management
Florida
$387K -$168K -736 -30%
MCM
827
Manchester Capital Management
Vermont
$387K +$387K +1,698 New
RHBC
828
R.H. Bluestein & Co
Michigan
$383K – – –
FMLI
829
Fukoku Mutual Life Insurance
Japan
$383K – – –
NIM
830
NuWave Investment Management
New Jersey
$383K +$383K +1,680 New
PPP
831
Private Portfolio Partners
New Jersey
$382K +$16K +70 +4%
JCM
832
Jacobsen Capital Management
Utah
$380K -$6.85K -30 -2%
ACA
833
Atlas Capital Advisors
Wyoming
$378K +$5.93K +26 +2%
MIM
834
Moseley Investment Management
Florida
$377K -$42.6K -187 -10%
SCM
835
Stevens Capital Management
Pennsylvania
$374K +$374K +1,641 New
FFG
836
Fortem Financial Group
California
$369K +$11.4K +50 +3%
MCM
837
Murphy Capital Management
New Jersey
$367K – – –
CCA
838
Checchi Capital Advisers
California
$366K -$6.83K -30 -2%
LF
839
Lee Financial
Texas
$365K – – –
WIC
840
Whitegate Investment Counselors
New Hampshire
$363K +$57K +250 +19%
VFA
841
Voya Financial Advisors
Connecticut
$360K -$182K -778 -34%
AA
842
Alesco Advisors
New York
$358K – – –
HWAM
843
Hennion & Walsh Asset Management
New Jersey
$357K +$357K +1,564 New
AIM
844
Anchor Investment Management
South Carolina
$356K – – –
LNWWM
845
Laird Norton Wetherby Wealth Management
California
$356K -$77.4K -340 -18%
PG
846
Pendal Group
Australia
$352K +$55.5K +243 +19%
PG
847
Patten Group
Tennessee
$352K +$133K +585 +61%
PIM
848
Penobscot Investment Management
Massachusetts
$351K – – –
MFG
849
Menard Financial Group
Texas
$350K -$76.7K -336 -18%
XSC
850
X-Square Capital
Puerto Rico
$348K +$21.2K +93 +6%
32 33
34
35 36