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Constellation Brands
STZ

Overview Fund Activity

934 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, 341 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
934
Holders Change
-29
Holders Change %
-3.01%
% of All Funds
21.39%
Holding in Top 10
23
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-32.35%
% of All Funds
0.53%
New
95
Increased
352
Reduced
341
Closed
116
Calls
$2.25B
Puts
$1.69B
Net Calls
+$559M
Net Calls Change
-$1.12B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$983M
2
MCM
Melvin Capital Management
New York
$793M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$264M
4
Ameriprise
Ameriprise
Minnesota
$234M
5
CG
Carmignac Gestion
France
$379M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$763M
2
Jennison Associates
Jennison Associates
New York
$96.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$68.1M
4
ECU
Egerton Capital (UK)
United Kingdom
$0
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
851
Cornerstone Advisors (Washington)
Washington
$33K +$10.2K +48 +45%
SOAMC
852
Spirit of America Management Corp
New York
$32K +$32K +150 New
WPA
853
West Paces Advisors
Georgia
$29.5K – – –
PFBT
854
Parkside Financial Bank & Trust
Missouri
$28K -$2.33K -11 -8%
BWM
855
BerganKDV Wealth Management
Minnesota
$28K -$1.92K -9 -6%
FFC
856
First Financial Corp
Indiana
$27K – – –
KPCM
857
Kings Point Capital Management
New York
$27K – – –
TFO
858
Tarbox Family Office
California
$27K – – –
PO
859
Private Ocean
California
$27K – – –
SHJ
860
Sharkey, Howes & Javer
Colorado
$26K – – –
CFA
861
Carroll Financial Associates
North Carolina
$26K – – –
GRP
862
Global Retirement Partners
California
$25K -$9.62K -45 -28%
DBT
863
Dubuque Bank & Trust
Iowa
$25K -$647 -3 -3%
WTC
864
WhitTier Trust Company
Nevada
$25K – – –
PI
865
Parkside Investments
Illinois
$25K +$25K +120 New
BWM
866
Baystate Wealth Management
Massachusetts
$24K +$16.9K +76 +238%
CAG
867
Csenge Advisory Group
Florida
$23K +$23K +118 New
CWM
868
Catamount Wealth Management
Connecticut
$22K – – –
EWM
869
Endurance Wealth Management
Rhode Island
$22K – – –
WAS
870
Winch Advisory Services
Wisconsin
$22K – – –
SJIM
871
St. Johns Investment Management
Florida
$22K – – –
HDIM
872
Hanson & Doremus Investment Management
Vermont
$22K – – –
ICM
873
IMS Capital Management
Oregon
$22K +$22K +100 New
SC
874
SouthState Corp
Florida
$22K +$22K +100 New
VIA
875
Vantage Investment Advisors
Pennsylvania
$22K +$22K +100 New
33 34
35
36 37