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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 %
DT
876
Diversified Trust
Tennessee
$261K – – –
RMCM
877
Reynders McVeigh Capital Management
Massachusetts
$261K +$1.76K +8 +0.7%
IBOK
878
Independence Bank of Kentucky
Kentucky
$257K -$54.7K -250 -18%
BIA
879
Barry Investment Advisors
Massachusetts
$254K +$6.13K +28 +2%
FHA
880
Flagship Harbor Advisors
Massachusetts
$253K -$1.53K -7 -0.6%
IIA
881
ICW Investment Advisors
Arizona
$248K -$20.8K -95 -8%
VPIM
882
Vanguard Personalized Indexing Management
California
$247K +$247K +1,129 New
WorldQuant Millennium Advisors
883
WorldQuant Millennium Advisors
New York
$246K – – –
IF
884
Intrua Financial
Texas
$246K – – –
BWM
885
Biltmore Wealth Management
Arizona
$246K +$246K +1,124 New
SIM
886
Sonora Investment Management
Arizona
$245K -$7.88K -36 -3%
SCM
887
Shelton Capital Management
Colorado
$243K -$15.8K -72 -6%
GRP
888
Global Retirement Partners
California
$243K +$5.92K +27 +2%
BWA
889
Beam Wealth Advisors
Louisiana
$241K – – –
YMRC
890
Yorktown Management & Research Company
Virginia
$241K +$241K +1,100 New
SSG
891
Summit Securities Group
New York
$241K +$241K +1,100 New
AWM
892
Accel Wealth Management
Iowa
$241K +$241K +1,101 New
BSW
893
Buckingham Strategic Wealth
Missouri
$239K +$239K +1,092 New
1WA
894
180 Wealth Advisors
Washington
$238K -$16.9K -76 -7%
CGL
895
Clarius Group LLC
Washington
$237K +$237K +1,083 New
HCM
896
Hillman Capital Management
Maryland
$234K +$234K +1,069 New
PVH
897
Psagot Value Holdings
Israel
$233K -$37.2K -170 -14%
FF
898
FourThought Financial
Florida
$232K +$232K +1,063 New
BFG
899
Bouchey Financial Group
New York
$231K – – –
SC
900
Searle & Co
Connecticut
$230K +$230K +1,050 New
34 35
36
37 38