Constellation Brands
959 hedge funds and large institutions have $20.1B invested in Constellation Brands in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 371 increasing their positions, 392 reducing their positions, and 173 closing their positions.
0.16% less ownership
Funds ownership: 83.98% → 83.81% (-0.16%)
5% less repeat investments, than reductions
Existing positions increased: 371 | Existing positions reduced: 392
6% less call options, than puts
Call options by funds: $335M | Put options by funds: $357M
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
9% less funds holding
Funds holding: 1,053 → 959 (-94)
25% less capital invested
Capital invested by funds: $26.7B → $20.1B (-$6.57B)
46% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 173
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$568M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$348M |
| 3 |
Harris Associates
Chicago,
Illinois
|
+$296M |
| 4 |
BlackRock
New York
|
+$170M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$530M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$274M |
| 3 |
Morgan Stanley
New York
|
-$188M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$168M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$168M |
STZ Hedge Fund Activity: Q1 2020 in Review
959 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q1 2020, worth a combined $20.1B — down 25% from $26.7B a quarter earlier.
Sellers outnumbered buyers: 173 funds closed out of STZ and 93 opened new positions — a net loss of 80 holders — while 392 trimmed existing stakes and 371 added.
The largest buyer was Capital Research Global Investors, adding an estimated $568M. The largest seller was Jackson Square Partners, cutting an estimated $530M.
- 959 institutional investors held Constellation Brands (STZ) as of Q1 2020, down from 1,053 in Q4 2019.
- Funds reported $20.1B of Constellation Brands stock for Q1 2020, down 25% quarter-over-quarter.
- 93 funds opened new Constellation Brands positions in Q1 2020 and 173 closed out, a net change of -80 holders.
- The largest Constellation Brands buyer in Q1 2020 was Capital Research Global Investors, an estimated $568M added.
- The largest Constellation Brands seller in Q1 2020 was Jackson Square Partners, an estimated $530M sold.
Based on aggregated 13F filings for Q1 2020.