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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 %
WCG
901
Weaver Consulting Group
California
$10K – – –
EARNEST Partners
902
EARNEST Partners
Georgia
$10K – – –
IRC
903
Investors Research Corp
Georgia
$9K – – –
SWA
904
Sutton Wealth Advisors
Florida
$8.89K +$430 +3 +5%
JWA
905
JFS Wealth Advisors
Pennsylvania
$8K – – –
CLOS
906
Compagnie Lombard Odier SCmA
Switzerland
$8K – – –
IWP
907
IAG Wealth Partners
Wisconsin
$8K – – –
TAIM
908
TD Ameritrade Investment Management
Nebraska
$8K +$291 +2 +4%
CI
909
CX Institutional
Indiana
$7K -$298 -2 -4%
FPB
910
First PREMIER Bank
South Dakota
$7K – – –
BL
911
Balentine LLC
Georgia
$7K +$4.48K +32 +178%
VNA
912
Valley National Advisers
Pennsylvania
$7K +$4.62K +33 +194%
MWM
913
MBE Wealth Management
Wisconsin
$7K +$7K +49 New
LFG
914
Larson Financial Group
Missouri
$7K +$7K +52 New
CWA
915
Carolina Wealth Advisors
South Carolina
$6K – – –
BEI
916
Benjamin Edwards Inc
Missouri
$6K – – –
ETI
917
Enterprise Trust & Investment
California
$6K – – –
GAM
918
Gemmer Asset Management
California
$6K +$5.12K +35 +583%
HGWM
919
Harvest Group Wealth Management
Massachusetts
$5K -$3.03K -23 -38%
HWM
920
HighMark Wealth Management
Minnesota
$5K -$1.81K -13 -27%
CFFP
921
Center for Financial Planning
Michigan
$5K – – –
BGIM
922
Brandywine Global Investment Management
Pennsylvania
$5K +$5K +28 New
TFO
923
Tarbox Family Office
California
$4K -$13.1K -85 -77%
TPWA
924
TRUE Private Wealth Advisors
Oregon
$4K -$9.06K -77 -69%
APW
925
Acima Private Wealth
Virginia
$4K – – –
35 36
37
38 39