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Constellation Brands
STZ

Overview Fund Activity

1,127 hedge funds and large institutions have $30.6B invested in Constellation Brands in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 397 increasing their positions, 407 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+85
Holders Change %
+8.16%
% of All Funds
20%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
162
Increased
397
Reduced
407
Closed
66
Calls
$435M
Puts
$439M
Net Calls
-$4.14M
Net Calls Change
+$137M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$332M
2
Capital World Investors
Capital World Investors
California
+$286M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$255M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$199M
5
DZ Bank
DZ Bank
Germany
+$170M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.08B
2
KCM
Kensico Capital Management
Connecticut
-$664M
3
BlackRock
BlackRock
New York
-$113M
4
Jennison Associates
Jennison Associates
New York
-$96.7M
5
Harris Associates
Harris Associates
Illinois
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
851
Whitegate Investment Counselors
New Hampshire
$294K -$10.9K -50 -4%
CA
852
Clearstead Advisors
Ohio
$294K +$71.5K +326 +32%
RTC
853
Riverview Trust Company
Washington
$290K – – –
SAM
854
Shell Asset Management
Netherlands
$289K +$54.6K +249 +23%
SIAG
855
Signet Investment Advisory Group
Rhode Island
$289K +$289K +1,319 New
AIM
856
Alhambra Investment Management
Florida
$287K – – –
MWM
857
Mission Wealth Management
California
$286K -$60.7K -277 -18%
HIIFS
858
Harel Insurance Investments & Financial Services
Israel
$286K – – –
PG
859
Pendal Group
Australia
$285K +$3.29K +15 +1%
AWM
860
Avior Wealth Management
Nebraska
$283K – – –
SXL
861
Summit X LLC
Missouri
$283K – – –
WANY
862
Wealthspire Advisors (New York)
New York
$280K +$280K +1,280 New
NSIM
863
North Star Investment Management
Illinois
$279K +$219 +1 +0.1%
VWA
864
V Wealth Advisors
Kansas
$278K +$278K +1,267 New
DC
865
Derby & Company
Massachusetts
$276K – – –
WMSA
866
Weiss Multi-Strategy Advisers
New York
$274K -$5.08M -23,247 -95%
NERM
867
New England Research & Management
Illinois
$274K – – –
HBT
868
Hills Bank & Trust
Iowa
$272K – – –
NFG
869
Next Financial Group
Texas
$271K -$97K -442 -26%
CG
870
Caprock Group
Idaho
$268K -$50.6K -231 -16%
FCA
871
FinTrust Capital Advisors
South Carolina
$268K +$246K +1,120 +1,109%
CCM
872
Carlson Capital Management
Minnesota
$267K +$2.53K +11 +1%
KC
873
Knuff & Co
California
$265K +$39.6K +181 +18%
ACM
874
Armbruster Capital Management
New York
$262K -$657 -3 -0.3%
CA
875
Callahan Advisors
Texas
$261K -$2.19K -10 -0.8%
33 34
35
36 37