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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 %
SC
901
Searle & Co
Connecticut
$230K +$230K +1,050 New
WAOI
902
Wealth Advisors of Iowa
Iowa
$226K +$226K +1,031 New
HPC
903
Hobart Private Capital
North Carolina
$224K +$224K +1,024 New
LSAG
904
Lake Street Advisors Group
New Hampshire
$222K +$222K +1,012 New
XM
905
XTX Markets
New York
$222K +$222K +1,014 New
DLG
906
Daniel L. Goodwin
$220K +$220K +1,003 New
FMW
907
Farr Miller & Washington
District of Columbia
$220K +$220K +1,005 New
CCG
908
Ceeto Capital Group
Florida
$219K – – –
BWM
909
Buckley Wealth Management
Nevada
$219K +$219K +1,000 New
DDPIC
910
Deroy & Devereaux Private Investment Counsel
Michigan
$219K +$219K +1,000 New
GAB
911
German American Bancorp
Indiana
$219K +$219K +1,000 New
WMC
912
Westwood Management Corporation
Illinois
$219K +$219K +1,000 New
LIA
913
LBMC Investment Advisors
Tennessee
$219K +$219K +1,000 New
CT
914
Columbia Trust
Oregon
$218K +$218K +996 New
CAGAS
915
Capital Advisory Group Advisory Services
Minnesota
$216K +$27.8K +127 +15%
CCM
916
Coldstream Capital Management
Washington
$216K +$216K +987 New
FAM
917
Formidable Asset Management
Ohio
$216K +$216K +994 New
OPS
918
Orion Portfolio Solutions
Nebraska
$213K -$20.4K -93 -9%
W
919
WealthStone
Ohio
$212K +$212K +966 New
HTC
920
Haverford Trust Company
Pennsylvania
$212K +$212K +966 New
NP
921
NorthRock Partners
Minnesota
$211K -$218K -996 -51%
CWM
922
Chesapeake Wealth Management
Virginia
$210K +$210K +958 New
PG
923
Patten Group
Tennessee
$210K +$210K +960 New
IAA
924
Independent Advisor Alliance
North Carolina
$209K -$938K -4,271 -82%
LS
925
Leelyn Smith
Illinois
$209K -$645K -2,940 -76%
35 36
37
38 39