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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 %
SIAG
876
Signet Investment Advisory Group
Rhode Island
$309K +$8.43K +37 +3%
WRM
877
Weybosset Research & Management
Rhode Island
$308K – – –
FCA
878
FinTrust Capital Advisors
South Carolina
$307K +$29.1K +128 +10%
AIM
879
Alhambra Investment Management
Florida
$304K +$5.69K +25 +2%
SAM
880
Shell Asset Management
Netherlands
$303K +$2.73K +12 +0.9%
IF
881
Intrua Financial
Texas
$303K +$35.9K +151 +13%
RTC
882
Riverview Trust Company
Washington
$302K – – –
VWA
883
V Wealth Advisors
Kansas
$300K +$11K +48 +4%
PM
884
Parametrica Management
Hong Kong
$298K +$298K +1,277 New
MWM
885
Mission Wealth Management
California
$297K -$456 -2 -0.2%
MCG
886
MACRO Consulting Group
New Jersey
$297K +$297K +1,303 New
NFG
887
Next Financial Group
Texas
$296K +$13.9K +61 +5%
AWM
888
Avior Wealth Management
Nebraska
$295K – – –
CCG
889
Chatham Capital Group
Georgia
$294K -$2.89M -12,690 -91%
GIA
890
Gateway Investment Advisers
Ohio
$294K -$21.4K -94 -7%
JWCA
891
J.W. Cole Advisors
Florida
$294K +$76.7K +337 +35%
OPS
892
Orion Portfolio Solutions
Nebraska
$293K +$71.8K +315 +32%
NSIM
893
North Star Investment Management
Illinois
$290K – – –
DC
894
Derby & Company
Massachusetts
$287K – – –
IAA
895
Independent Advisor Alliance
North Carolina
$287K +$70.3K +309 +32%
SXL
896
Summit X LLC
Missouri
$286K -$11.3K -49 -4%
HBT
897
Hills Bank & Trust
Iowa
$283K – – –
MCM
898
Monarch Capital Management
Indiana
$275K -$91.1K -400 -25%
KOCAA
899
Knights of Columbus Asset Advisors
Connecticut
$275K +$275K +1,207 New
ACM
900
Armbruster Capital Management
New York
$273K – – –
34 35
36
37 38