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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
KPCM
876
Kings Point Capital Management
New York
$28K
CPIG
877
Chicago Partners Investment Group
Illinois
$28K +$9.49K +42 +49%
FFC
878
First Financial Corp
Indiana
$27K
PO
879
Private Ocean
California
$27K
SHJ
880
Sharkey, Howes & Javer
Colorado
$27K
TFO
881
Tarbox Family Office
California
$27K
PW
882
Price Wealth
Texas
$27K +$15.4K +68 +126%
Bessemer Group
883
Bessemer Group
New Jersey
$26K -$72.5K -321 -73%
DBT
884
Dubuque Bank & Trust
Iowa
$26K
WTC
885
WhitTier Trust Company
Nevada
$26K
CFA
886
Carroll Financial Associates
North Carolina
$26K +$21.9K +97 +388%
MGIA
887
Moneta Group Investment Advisors
Missouri
$25K +$11.3K +50 +79%
CAW
888
Cornerstone Advisors (Washington)
Washington
$23K +$3.16K +14 +15%
AWM
889
Avior Wealth Management
Nebraska
$22K -$903 -4 -4%
EWM
890
Endurance Wealth Management
Rhode Island
$22K
HDIM
891
Hanson & Doremus Investment Management
Vermont
$22K
PCM
892
Poehling Capital Management
Wisconsin
$22K
SJIM
893
St. Johns Investment Management
Florida
$22K
GFP
894
Gryphon Financial Partners
Ohio
$22K +$2.48K +11 +13%
WAS
895
Winch Advisory Services
Wisconsin
$22K +$4.52K +20 +25%
CWM
896
Catamount Wealth Management
Connecticut
$21K
MWM
897
MinichMacGregor Wealth Management
New York
$21K
ACS
898
Archford Capital Strategies
Illinois
$20K +$14K +62 +221%
CF
899
Centaurus Financial
California
$19K -$364K -1,612 -95%
PCP
900
Proficio Capital Partners
Massachusetts
$19K +$678 +3 +4%

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.