STZ icon

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
$805M
2
Bank of America
Bank of America
North Carolina
$1.35B
3
Capital World Investors
Capital World Investors
California
$1.11B
4
DZ Bank
DZ Bank
Germany
$325M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.68B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.31B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.39B
3
KCM
Kensico Capital Management
Connecticut
$105M
4
CG
Carmignac Gestion
France
$130M
5
PCM
Palestra Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
901
Flagship Harbor Advisors
Massachusetts
$273K +$10K +44 +4%
CA
902
Callahan Advisors
Texas
$272K – – –
CG
903
Caprock Group
Idaho
$267K -$11.9K -52 -4%
CCM
904
Carlson Capital Management
Minnesota
$266K +$1.14K +5 +0.4%
DT
905
Diversified Trust
Tennessee
$265K -$6.15K -27 -2%
AWM
906
Accel Wealth Management
Iowa
$264K +$12.3K +54 +5%
CGL
907
Clarius Group LLC
Washington
$261K +$14.3K +63 +6%
GA
908
GFS Advisors
Texas
$256K +$256K +1,125 New
SFSIG
909
San Francisco Sentry Investment Group
California
$255K +$76.1K +333 +43%
SCM
910
Shelton Capital Management
Colorado
$253K – – –
3LCM
911
3D/L Capital Management
Connecticut
$253K +$253K +1,110 New
BIA
912
Barry Investment Advisors
Massachusetts
$251K -$13.4K -59 -5%
IIA
913
ICW Investment Advisors
Arizona
$251K -$7.99K -35 -3%
YMRC
914
Yorktown Management & Research Company
Virginia
$251K – – –
CFGS
915
Concourse Financial Group Securities
Alabama
$251K +$107K +470 +75%
TCM
916
Tufton Capital Management
Maryland
$250K +$11.4K +50 +5%
GW
917
GW & Wade
Massachusetts
$248K +$248K +1,089 New
FRM
918
Fox Run Management
Connecticut
$247K +$32.2K +141 +15%
LSAG
919
Lake Street Advisors Group
New Hampshire
$242K +$10.7K +47 +5%
SIM
920
Sonora Investment Management
Arizona
$241K -$14.8K -65 -6%
SC
921
Searle & Co
Connecticut
$239K – – –
FWM
922
Frontier Wealth Management
Missouri
$239K +$239K +1,046 New
CCM
923
Coldstream Capital Management
Washington
$237K +$11.6K +51 +5%
WG
924
Welch Group
Alabama
$237K +$237K +1,041 New
KC
925
Knuff & Co
California
$236K -$39.9K -175 -14%
35 36
37
38 39