Constellation Brands
1,053 hedge funds and large institutions have $26.7B invested in Constellation Brands in 2019 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 389 increasing their positions, 405 reducing their positions, and 96 closing their positions.
42% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 96
3% more funds holding
Funds holding: 1,027 → 1,053 (+26)
0.12% more ownership
Funds ownership: 83.85% → 83.98% (+0.12%)
4% less repeat investments, than reductions
Existing positions increased: 389 | Existing positions reduced: 405
8% less capital invested
Capital invested by funds: $29.1B → $26.7B (-$2.36B)
20% less call options, than puts
Call options by funds: $597M | Put options by funds: $747M
26% less funds holding in top 10
Funds holding in top 10: 19 → 14 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$176M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$120M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$102M |
| 4 |
JP Morgan Chase
New York
|
+$77M |
| 5 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$63.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$357M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$123M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$93M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$81.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$74.7M |
STZ Hedge Fund Activity: Q4 2019 in Review
1,053 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q4 2019, worth a combined $26.7B — down 8.1% from $29.1B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new STZ positions and 96 closed out — a net gain of 40 holders — while 389 added to existing stakes and 405 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $176M. The largest seller was Capital World Investors, cutting an estimated $357M.
- 1,053 institutional investors held Constellation Brands (STZ) as of Q4 2019, up from 1,027 in Q3 2019.
- Funds reported $26.7B of Constellation Brands stock for Q4 2019, down 8.1% quarter-over-quarter.
- 136 funds opened new Constellation Brands positions in Q4 2019 and 96 closed out, a net change of +40 holders.
- The largest Constellation Brands buyer in Q4 2019 was Citadel Advisors, an estimated $176M added.
- The largest Constellation Brands seller in Q4 2019 was Capital World Investors, an estimated $357M sold.
Based on aggregated 13F filings for Q4 2019.