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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 %
MA
901
Modus Advisors
Minnesota
$240K +$14.7K +70 +7%
CQS
902
Credential Qtrade Securities
$238K +$13.1K +62 +6%
CI
903
Conning Inc
Connecticut
$238K -$31.6K -150 -12%
OWP
904
Obermeyer Wealth Partners
Colorado
$237K -$168K -799 -42%
HI
905
Horizon Investments
North Carolina
$236K +$10.1K +48 +4%
3LCM
906
3D/L Capital Management
Connecticut
$235K +$632 +3 +0.3%
SCM
907
Shelton Capital Management
Colorado
$234K – – –
AWM
908
Avior Wealth Management
Nebraska
$233K -$20.4K -97 -8%
BIA
909
Barry Investment Advisors
Massachusetts
$233K – – –
AWM
910
Accel Wealth Management
Iowa
$231K -$44.4K -211 -16%
OSAM
911
O'Shaughnessy Asset Management
Connecticut
$229K -$56.6K -269 -20%
SAM
912
Secure Asset Management
Michigan
$228K +$44.9K +213 +25%
RTS
913
Round Table Services
New Jersey
$227K +$21.1K +100 +10%
WJWM
914
Williams Jones Wealth Management
New York
$226K +$39.8K +189 +21%
CA
915
Callahan Advisors
Texas
$225K -$26.3K -125 -10%
NP
916
NorthRock Partners
Minnesota
$224K +$13.7K +65 +7%
MAM
917
McLean Asset Management
Virginia
$224K +$21.9K +100 +11%
TI
918
Trexquant Investment
Connecticut
$223K +$223K +1,057 New
HB
919
Homrich & Berg
Georgia
$223K +$223K +1,058 New
AF
920
Allworth Financial
California
$220K +$36.4K +173 +20%
WG
921
Welch Group
Alabama
$219K – – –
KC
922
Knuff & Co
California
$218K +$210 +1 +0.1%
TSW
923
Thompson Siegel & Walmsley
Virginia
$217K – – –
WAOI
924
Wealth Advisors of Iowa
Iowa
$217K – – –
PVH
925
Psagot Value Holdings
Israel
$217K – – –
35 36
37
38 39