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Constellation Brands
STZ

Overview Fund Activity

955 hedge funds and large institutions have $20.1B invested in Constellation Brands in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 371 increasing their positions, 390 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-96
Holders Change %
-9.13%
% of All Funds
21.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
91
Increased
371
Reduced
390
Closed
173
Calls
$335M
Puts
$357M
Net Calls
-$21.5M
Net Calls Change
+$129M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$461M
2
Bank of America
Bank of America
North Carolina
+$282M
3
Harris Associates
Harris Associates
Illinois
+$240M
4
BlackRock
BlackRock
New York
+$138M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$102M

Top Sellers

1
JSP
Jackson Square Partners
California
-$430M
2
Citadel Advisors
Citadel Advisors
Florida
-$222M
3
Morgan Stanley
Morgan Stanley
New York
-$152M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$136M
5
Macquarie Group
Macquarie Group
Australia
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
876
JNBA Financial Advisors
Minnesota
$17K +$11.6K +80 +216%
GEA
877
Glen Eagle Advisors
New Jersey
$16.2K – – –
BDWM
878
Brewin Dolphin Wealth Management
Ireland
$14.3K +$14.3K +100 New
Loomis, Sayles & Company
879
Loomis, Sayles & Company
Massachusetts
$14K -$32K -226 -70%
SLF
880
Sun Life Financial
Ontario, Canada
$14K -$144 -1 -1%
SJIM
881
St. Johns Investment Management
Florida
$14K – – –
SC
882
SouthState Corp
Florida
$14K – – –
WOC
883
West Oak Capital
California
$14K – – –
HDIM
884
Hanson & Doremus Investment Management
Vermont
$14K – – –
EWM
885
Endurance Wealth Management
Rhode Island
$14K – – –
JPLA
886
Joseph P. Lucia & Associates
New York
$14K – – –
CMA
887
Cedar Mountain Advisors
Oregon
$14K – – –
DWM
888
Darwin Wealth Management
Florida
$14K +$14K +97 New
RDWM
889
Red Door Wealth Management
Tennessee
$14K +$14K +104 New
WQ
890
Wealth Quarterback
New Jersey
$13.4K +$1.19K +10 +10%
PFBT
891
Parkside Financial Bank & Trust
Missouri
$13K -$11.2K -76 -46%
RWA
892
Ropes Wealth Advisors
Massachusetts
$13K – – –
AWM
893
Avior Wealth Management
Nebraska
$13K +$8.9K +65 +217%
EI
894
Ellevest Inc
New York
$13K +$10.3K +70 +389%
APWM
895
Atlas Private Wealth Management
New York
$12K +$141 +1 +1%
EWM
896
Elmwood Wealth Management
California
$11.5K +$11.5K +50 New
FCM
897
Firestone Capital Management
Florida
$11K -$6.16K -42 -36%
BWM
898
BerganKDV Wealth Management
Minnesota
$11K +$1.45K +10 +15%
MF
899
Manchester Financial
California
$11K +$2.14K +15 +24%
LWA
900
Lenox Wealth Advisors
New York
$10K – – –
34 35
36
37 38