Constellation Brands
STZ
935 hedge funds and large institutions have $30B invested in Constellation Brands in 2018 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 352 increasing their positions, 342 reducing their positions, and 116 closing their positions.
33% more call options, than puts
Call options by funds: $2.25B | Put options by funds: $1.69B
3% more repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 342
4% less capital invested
Capital invested by funds: $31.1B → $30B (-$1.16B)
1.77% less ownership
Funds ownership: 84.69% → 82.92% (-1.8%)
3% less funds holding
Funds holding: 964 → 935 (-29)
18% less first-time investments, than exits
New positions opened: 95 | Existing positions closed: 116
32% less funds holding in top 10
Funds holding in top 10: 34 → 23 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$257M |
| 2 |
MCM
Melvin Capital Management
New York
|
+$255M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$237M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$191M |
| 5 |
CG
Carmignac Gestion
Paris,
France
|
+$142M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$517M |
| 2 |
Jennison Associates
New York
|
-$352M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$224M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$210M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$146M |
STZ Hedge Fund Activity: Q3 2018 in Review
935 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q3 2018, worth a combined $30B — down 3.7% from $31.1B a quarter earlier.
Sellers outnumbered buyers: 116 funds closed out of STZ and 95 opened new positions — a net loss of 21 holders — while 342 trimmed existing stakes and 352 added.
The largest buyer was JP Morgan Chase, adding an estimated $257M. The largest seller was Fidelity Investments, cutting an estimated $517M.
- 935 institutional investors held Constellation Brands (STZ) as of Q3 2018, down from 964 in Q2 2018.
- Funds reported $30B of Constellation Brands stock for Q3 2018, down 3.7% quarter-over-quarter.
- 95 funds opened new Constellation Brands positions in Q3 2018 and 116 closed out, a net change of -21 holders.
- The largest Constellation Brands buyer in Q3 2018 was JP Morgan Chase, an estimated $257M added.
- The largest Constellation Brands seller in Q3 2018 was Fidelity Investments, an estimated $517M sold.
Based on aggregated 13F filings for Q3 2018.