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Constellation Brands
STZ

Overview Fund Activity

1,148 hedge funds and large institutions have $31.7B invested in Constellation Brands in 2021 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 498 increasing their positions, 364 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+21
Holders Change %
+1.86%
% of All Funds
20.21%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.32%
New
113
Increased
498
Reduced
364
Closed
79
Calls
$332M
Puts
$393M
Net Calls
-$60.9M
Net Calls Change
-$56.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$197M
2
Bank of America
Bank of America
North Carolina
+$190M
3
Capital World Investors
Capital World Investors
California
+$155M
4
DZ Bank
DZ Bank
Germany
+$146M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$121M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$309M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$282M
3
KCM
Kensico Capital Management
Connecticut
-$205M
4
CG
Carmignac Gestion
France
-$193M
5
PCM
Palestra Capital Management
New York
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMCM
851
Reynders McVeigh Capital Management
Massachusetts
$348K +$77K +338 +28%
WPW
852
Waldron Private Wealth
Pennsylvania
$346K +$346K +1,521 New
FC
853
Farley Capital
New York
$342K – – –
RFO
854
RiverGlades Family Offices
Florida
$342K – – –
BRWM
855
B. Riley Wealth Management
Tennessee
$341K -$911 -4 -0.3%
CG
856
Colony Group
Massachusetts
$339K -$39.9K -175 -11%
NDSI
857
Newman Dignan & Sheerar Inc
Rhode Island
$339K +$45.5K +200 +16%
CI
858
Conning Inc
Connecticut
$338K -$45.6K -200 -12%
AA
859
ALPS Advisors
Colorado
$335K +$335K +1,470 New
XF
860
XML Financial
Maryland
$334K +$5.7K +25 +2%
BG
861
Bellevue Group
Switzerland
$333K -$137K -600 -29%
QCM
862
Quantinno Capital Management
New York
$331K -$245K -1,075 -43%
CAM
863
Cidel Asset Management
Ontario, Canada
$331K +$4.57K +20 +1%
VRM
864
Vectors Research Management
New York
$331K +$5.7K +25 +2%
AssetMark Inc
865
AssetMark Inc
California
$328K -$1.37K -6 -0.4%
BCP
866
Berkeley Capital Partners
Georgia
$326K +$326K +1,429 New
CAG
867
Csenge Advisory Group
Florida
$325K +$325K +1,451 New
SBIA
868
Sheaff Brock Investment Advisors
Indiana
$321K -$22.8K -100 -7%
MA
869
Mutual Advisors
Nebraska
$320K -$18K -79 -5%
Luther King Capital Management (LKCM)
870
Luther King Capital Management (LKCM)
Texas
$319K -$224K -984 -41%
CA
871
Clearstead Advisors
Ohio
$317K +$10.7K +47 +4%
MSR
872
Main Street Research
Connecticut
$316K +$913 +4 +0.3%
EBSAM
873
Eubel Brady & Suttman Asset Management
Ohio
$316K +$316K +1,390 New
APP
874
Avantax Planning Partners
Iowa
$312K -$9.57K -42 -3%
SVWAG
875
Sound View Wealth Advisors Group
Georgia
$309K -$455 -2 -0.1%
33 34
35
36 37