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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
APSP
926
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K -$3.39K -15 -30%
JFA
927
JNBA Financial Advisors
Minnesota
$8K
MWM
928
Mascoma Wealth Management
New Hampshire
$8K
THWM
929
Taylor Hoffman Wealth Management
Virginia
$7K
TDC
930
Thompson Davis & Co
Virginia
$7K
BWM
931
Baystate Wealth Management
Massachusetts
$7K +$6.32K +28 +700%
STA
932
Summit Trail Advisors
New York
$6K -$231K -1,021 -98%
TL
933
TrueWealth LLC
Georgia
$6K
KJWM
934
Kiley Juergens Wealth Management
Washington
$6K +$6.32K +28 New
BCWM
935
Bartlett & Co Wealth Management
Ohio
$5.47K +$5.65K +25 New
NWM
936
Northwest Wealth Management
Iowa
$5K
CIA
937
CSat Investment Advisory
Michigan
$5K +$4.74K +21 New
BC
938
Bartlett & Co
Ohio
$5K +$5.65K +25 New
RCG
939
Ruggie Capital Group
Florida
$5K +$5.65K +25 New
SWP
940
Strategic Wealth Partners
Ohio
$4K
FMB
941
Field & Main Bank
Kentucky
$3K
SIC
942
Salem Investment Counselors
North Carolina
$3K
GWS
943
Glassman Wealth Services
Virginia
$3K +$903 +4 +36%
WA
944
WealthTrust-Arizona
Arizona
$3K +$903 +4 +40%
CFA
945
Camarda Financial Advisors
Florida
$3K +$2.71K +12 New
CFC
946
Coyle Financial Counsel
Illinois
$3K +$3.16K +14 New
CWM
947
Cedar Wealth Management
California
$3K +$3.39K +15 New
CI
948
Cowen Inc
New York
$2.13K +$2.2M +9,750 New
Lazard Asset Management
949
Lazard Asset Management
New York
$2K -$2.03K -9 -45%
CAC
950
Certified Advisory Corp
Florida
$2K

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.