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Constellation Brands
STZ

Overview Fund Activity

1,121 hedge funds and large institutions have $27.8B invested in Constellation Brands in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 460 increasing their positions, 395 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
-24
Holders Change %
-2.1%
% of All Funds
19.69%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.23%
New
85
Increased
460
Reduced
395
Closed
91
Calls
$583M
Puts
$639M
Net Calls
-$55.6M
Net Calls Change
+$168M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$359M
2
Citadel Advisors
Citadel Advisors
Florida
+$301M
3
Capital World Investors
Capital World Investors
California
+$192M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$111M
5
Morgan Stanley
Morgan Stanley
New York
+$93.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$790M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$527M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$295M
4
DZ Bank
DZ Bank
Germany
-$268M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
876
V Wealth Advisors
Kansas
$273K -$51.3K -244 -16%
CCG
877
Chatham Capital Group
Georgia
$272K – – –
CG
878
Caprock Group
Idaho
$271K -$10.1K -48 -4%
1832 Asset Management
879
1832 Asset Management
Ontario, Canada
$268K +$268K +1,261 New
SCG
880
Sonata Capital Group
Washington
$263K -$252K -1,200 -49%
MIM
881
Moseley Investment Management
Florida
$262K -$70.6K -331 -21%
SXL
882
Summit X LLC
Missouri
$262K – – –
HBT
883
Hills Bank & Trust
Iowa
$261K – – –
PCA
884
Pallas Capital Advisors
Massachusetts
$259K +$259K +1,174 New
ACM
885
Armbruster Capital Management
New York
$257K +$5.26K +25 +2%
CFGS
886
Concourse Financial Group Securities
Alabama
$255K +$6.12K +29 +2%
IAA
887
Independent Advisor Alliance
North Carolina
$255K +$16K +76 +7%
VCG
888
Vantage Consulting Group
Virginia
$255K +$30.3K +144 +13%
GW
889
GW & Wade
Massachusetts
$253K -$3.16K -15 -1%
CGL
890
Clarius Group LLC
Washington
$253K +$6.11K +29 +2%
SOAMC
891
Spirit of America Management Corp
New York
$253K +$116K +550 +85%
GIA
892
Gateway Investment Advisers
Ohio
$247K -$17.1K -81 -6%
CCM
893
Carlson Capital Management
Minnesota
$247K -$210 -1 -0.1%
IIA
894
ICW Investment Advisors
Arizona
$247K +$14.7K +70 +6%
MCM
895
Monarch Capital Management
Indiana
$244K -$10.5K -50 -4%
AWM
896
Accurate Wealth Management
Florida
$243K -$2.26M -1,034 -90%
RBFC
897
Roman Butler Fullerton & Co
Missouri
$243K +$243K +1,127 New
NFG
898
Next Financial Group
Texas
$242K +$12K +57 +5%
SC
899
Searle & Co
Connecticut
$242K +$21K +100 +10%
KFA
900
Kelleher Financial Advisors
New York
$241K +$241K +1,146 New
34 35
36
37 38