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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
FMII
851
Farmers & Merchants Investments Inc
Nebraska
$58K
WT
852
Washington Trust
Rhode Island
$56K +$57.4K +254 New
BCM
853
Blume Capital Management
California
$55K
MMG
854
Monetary Management Group
Missouri
$53K -$11.3K -50 -17%
CHP
855
Cable Hill Partners
Oregon
$51K
GWM
856
Geneos Wealth Management
Colorado
$51K +$226 +1 +0.4%
RE
857
RBC Europe
United Kingdom
$50.3K
JFGIW
858
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K
LWCFA
859
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K +$45.2K +200 +2,222%
KCPG
860
Kavar Capital Partners Group
Kansas
$44K
PHK
861
Point72 Hong Kong
Hong Kong
$43K -$252K -1,116 -85%
MSE
862
MUFG Securities EMEA
United Kingdom
$41K +$42.5K +188 New
CFD
863
Creative Financial Designs
Indiana
$37K
KLWA
864
Kelly Lawrence W & Associates
California
$37K
JA
865
JOYN Advisors
Georgia
$37K +$31.6K +140 +467%
First Manhattan
866
First Manhattan
New York
$35K
GRP
867
Global Retirement Partners
California
$35K +$36.6K +162 New
NL
868
NVWM LLC
Pennsylvania
$34K +$29.4K +130 +481%
CPA
869
Clear Perspective Advisors
Illinois
$33K
FHA
870
First Horizon Advisors
Tennessee
$33K
MCM
871
Manchester Capital Management
Vermont
$33K +$34.6K +153 New
PFBT
872
Parkside Financial Bank & Trust
Missouri
$32K +$8.13K +36 +34%
BWM
873
BerganKDV Wealth Management
Minnesota
$31K +$31.6K +140 New
WPA
874
West Paces Advisors
Georgia
$30K
FPS
875
Fieldpoint Private Securities
Connecticut
$29K

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.