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Constellation Brands
STZ

Overview Fund Activity

955 hedge funds and large institutions have $20.1B invested in Constellation Brands in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 371 increasing their positions, 390 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-96
Holders Change %
-9.13%
% of All Funds
21.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
91
Increased
371
Reduced
390
Closed
173
Calls
$335M
Puts
$357M
Net Calls
-$21.5M
Net Calls Change
+$129M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$461M
2
Bank of America
Bank of America
North Carolina
+$282M
3
Harris Associates
Harris Associates
Illinois
+$240M
4
BlackRock
BlackRock
New York
+$138M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$102M

Top Sellers

1
JSP
Jackson Square Partners
California
-$430M
2
Citadel Advisors
Citadel Advisors
Florida
-$222M
3
Morgan Stanley
Morgan Stanley
New York
-$152M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$136M
5
Macquarie Group
Macquarie Group
Australia
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
926
Optimal Asset Management
California
$3.32K +$1.56K +10,883 +89%
EW
927
Evoke Wealth
California
$3.16K -$51.3K -357 -94%
TWA
928
TCI Wealth Advisors
Arizona
$3K -$2.48K -19 -45%
SL
929
Savior LLC
Massachusetts
$3K -$429 -3 -13%
EWP
930
Engrave Wealth Partners
Texas
$3K – – –
POIA
931
Pin Oak Investment Advisors
Texas
$3K – – –
BFC
932
Bedel Financial Consulting
Indiana
$3K +$3K +18 New
ED
933
Exane Derivatives
France
$2.44K – – –
JAM
934
JCIC Asset Management
Ontario, Canada
$2K -$2.5K -20 -56%
CAC
935
Certified Advisory Corp
Florida
$2K – – –
PCTC
936
Perkins Coie Trust Company
Washington
$2K +$727 +4 +57%
MIM
937
Macroview Investment Management
Maryland
$2K +$2K +11 New
Kayne Anderson Rudnick Investment Management
938
Kayne Anderson Rudnick Investment Management
California
$1K -$1.43K -10 -59%
GFPC
939
Global Financial Private Capital
Florida
$1K – – –
AP
940
Atwood & Palmer
Missouri
$1K – – –
BWM
941
Baystate Wealth Management
Massachusetts
$1K – – –
TL
942
TrueWealth LLC
Georgia
$1K – – –
FWM
943
Focused Wealth Management
New York
$1K +$1K +4 New
CFO
944
CVA Family Office
Colorado
$1K +$1K +4 New
SC
945
Solstein Capital
California
$1K +$1K +6 New
AA
946
Advisory Alpha
Michigan
$459 – – –
WA
947
WBH Advisory
Maryland
$382 -$5 -35 -1%
NL
948
NWAM LLC
Washington
$307 +$90 +630 +42%
TI
949
tru Independence
Oregon
$100 -$44 -348 -30%
MMH
950
Menora Mivtachim Holdings
Israel
– -$64.8M -341,260 Closed
36 37
38
39 40