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Constellation Brands

964 hedge funds and large institutions have $31.1B invested in Constellation Brands in 2018 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 373 increasing their positions, 318 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.93B | Put options by funds: $1.26B

67% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 67

17% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 318

5% more funds holding

Funds holding: 922964 (+42)

2.06% more ownership

Funds ownership: 82.63%84.69% (+2.1%)

3% less capital invested

Capital invested by funds: $32.2B → $31.1B (-$1.09B)

31% less funds holding in top 10

Funds holding in top 10: 4934 (-15)

Holders
964
Holders Change
+42
Holders Change %
+4.56%
% of All Funds
22.07%
Holding in Top 10
34
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-30.61%
% of All Funds
0.78%
New
112
Increased
373
Reduced
318
Closed
67
Calls
$2.93B
Puts
$1.26B
Net Calls
+$1.68B
Net Calls Change
-$547M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
901
Brandywine Global Investment Management
Pennsylvania
$16K
EARNEST Partners
902
EARNEST Partners
Georgia
$16K
EWM
903
Elmwood Wealth Management
California
$15.5K +$4.52K +20 +40%
PFGIA
904
Patriot Financial Group Insurance Agency
Massachusetts
$14K -$45.2K -200 -75%
LA
905
Legacy Advisors
Pennsylvania
$14K
MYIA
906
Mount Yale Investment Advisors
Colorado
$14K
VCM
907
Versant Capital Management
Arizona
$14K +$226 +1 +2%
WAP
908
Wealthcare Advisory Partners
Pennsylvania
$14K +$226 +1 +2%
FAM
909
Fred Alger Management
New York
$13K -$12.6K -56 -48%
CPA
910
Cowen Prime Advisors
New York
$13K
EFSCE
911
Enterprise Financial Services Corp (EFSC)
Missouri
$13K
TWA
912
TCI Wealth Advisors
Arizona
$13K +$8.36K +37 +168%
HI
913
Hudock Inc
Pennsylvania
$13K +$13.8K +61 New
GAM
914
Gemmer Asset Management
California
$12K
PCG
915
Private Capital Group
Connecticut
$12K
FIB
916
First Interstate Bank
Montana
$11K
IF
917
Ironwood Financial
Arizona
$11K
LWA
918
Lenox Wealth Advisors
New York
$11K
MPPLM
919
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$11K
POIA
920
Pin Oak Investment Advisors
Texas
$11K
ADL
921
Asset Dedication LLC
California
$11K +$11.3K +50 New
KL
922
KWMG LLC
Kansas
$11K +$11.5K +51 New
AAP
923
Arax Advisory Partners
Colorado
$9K +$1.58K +7 +21%
KIG
924
Kessler Investment Group
Indiana
$9K +$8.81K +39 New
SWA
925
Sutton Wealth Advisors
Florida
$8.76K

STZ Hedge Fund Activity: Q2 2018 in Review

964 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2018, worth a combined $31.1B — down 3.4% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new STZ positions and 67 closed out — a net gain of 45 holders — while 373 added to existing stakes and 318 trimmed.

The largest buyer was Jennison Associates, adding an estimated $368M. The largest seller was Deutsche Bank, cutting an estimated $252M.

  • 964 institutional investors held Constellation Brands (STZ) as of Q2 2018, up from 922 in Q1 2018.
  • Funds reported $31.1B of Constellation Brands stock for Q2 2018, down 3.4% quarter-over-quarter.
  • 112 funds opened new Constellation Brands positions in Q2 2018 and 67 closed out, a net change of +45 holders.
  • The largest Constellation Brands buyer in Q2 2018 was Jennison Associates, an estimated $368M added.
  • The largest Constellation Brands seller in Q2 2018 was Deutsche Bank, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2018.