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Constellation Brands
STZ

Overview Fund Activity

1,145 hedge funds and large institutions have $32B invested in Constellation Brands in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 505 increasing their positions, 360 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
19.99%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
89
Increased
505
Reduced
360
Closed
85
Calls
$548M
Puts
$772M
Net Calls
-$224M
Net Calls Change
-$163M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$252M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$132M
3
HMP
HS Management Partners
New York
+$131M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$128M
5
Citadel Advisors
Citadel Advisors
Florida
+$119M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.03B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$362M
3
MG
Meritage Group
California
-$308M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$150M
5
CG
Carmignac Gestion
France
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
826
Avantax Planning Partners
Iowa
$398K +$77.8K +333 +24%
MCM
827
Manchester Capital Management
Vermont
$397K – – –
LHC
828
Little House Capital
Massachusetts
$395K +$395K +1,688 New
RHBC
829
R.H. Bluestein & Co
Michigan
$393K – – –
NF
830
Nikulski Financial
Iowa
$391K -$37.3K -165 -9%
BCP
831
Berkeley Capital Partners
Georgia
$391K +$56.4K +241 +17%
ACA
832
Atlas Capital Advisors
Wyoming
$390K +$1.87K +8 +0.5%
Carson Wealth (CWM LLC)
833
Carson Wealth (CWM LLC)
Nebraska
$390K – – –
FMBTD
834
First Midwest Bank Trust Division
Illinois
$389K -$129K -550 -25%
JCM
835
Jacobsen Capital Management
Utah
$389K – – –
PG
836
Patten Group
Tennessee
$387K +$25.7K +110 +7%
PWM
837
PRW Wealth Management
Massachusetts
$387K +$387K +1,655 New
UCFA
838
United Capital Financial Advisors
Texas
$382K -$49.3K -211 -11%
LNWWM
839
Laird Norton Wetherby Wealth Management
California
$382K +$16.8K +72 +5%
PFM
840
Probabilities Fund Management
New York
$380K -$23.4K -100 -6%
MCM
841
Murphy Capital Management
New Jersey
$376K – – –
LF
842
Lee Financial
Texas
$374K – – –
HWAM
843
Hennion & Walsh Asset Management
New Jersey
$374K +$8.19K +35 +2%
CCA
844
Checchi Capital Advisers
California
$373K -$3.04K -13 -0.8%
BFM
845
Boothbay Fund Management
New York
$373K +$373K +1,594 New
XSC
846
X-Square Capital
Puerto Rico
$370K +$12.9K +55 +4%
CAG
847
Csenge Advisory Group
Florida
$368K +$31.1K +134 +9%
TCM
848
Tufton Capital Management
Maryland
$368K +$111K +475 +43%
AA
849
Alesco Advisors
New York
$367K – – –
AIM
850
Anchor Investment Management
South Carolina
$365K – – –
32 33
34
35 36