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Constellation Brands
STZ

Overview Fund Activity

1,022 hedge funds and large institutions have $24.6B invested in Constellation Brands in 2020 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 398 increasing their positions, 350 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+67
Holders Change %
+7.02%
% of All Funds
21.01%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.37%
New
146
Increased
398
Reduced
350
Closed
69
Calls
$455M
Puts
$548M
Net Calls
-$93M
Net Calls Change
-$71.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$853M
2
MG
Meritage Group
California
$343M
3
Capital International Investors
Capital International Investors
California
$142M
4
PCM
Palestra Capital Management
New York
$224M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$234M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$102M
2
Capital World Investors
Capital World Investors
California
$87.4M
3
VAM
Vontobel Asset Management
New York
$0
4
BlackRock
BlackRock
New York
$2.25B
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
926
Arkadios Wealth Advisors
Georgia
$24K +$1.97K +11 +9%
CCM
927
Cribstone Capital Management
Maine
$24K – – –
MF
928
Manchester Financial
California
$22K +$8.66K +50 +65%
PO
929
Private Ocean
California
$21K -$16.8K -100 -44%
WPA
930
West Paces Advisors
Georgia
$20.8K – – –
JFA
931
JNBA Financial Advisors
Minnesota
$20K – – –
GEA
932
Glen Eagle Advisors
New Jersey
$19.8K – – –
PFBT
933
Parkside Financial Bank & Trust
Missouri
$19K +$3.94K +23 +26%
RDWM
934
Red Door Wealth Management
Tennessee
$18K – – –
FCA
935
FinTrust Capital Advisors
South Carolina
$18K +$18K +100 New
BDWM
936
Brewin Dolphin Wealth Management
Ireland
$17.5K – – –
EWM
937
Endurance Wealth Management
Rhode Island
$17K – – –
SC
938
SouthState Corp
Florida
$17K – – –
HDIM
939
Hanson & Doremus Investment Management
Vermont
$17K – – –
SJIM
940
St. Johns Investment Management
Florida
$17K – – –
CMA
941
Cedar Mountain Advisors
Oregon
$17K – – –
SLF
942
Sun Life Financial
Ontario, Canada
$17K +$510 +3 +3%
RWA
943
Ropes Wealth Advisors
Massachusetts
$17K +$1.39K +8 +9%
APWA
944
Atlas Private Wealth Advisors
New Jersey
$17K +$17K +96 New
PMFA
945
Plante Moran Financial Advisors
Michigan
$17K +$17K +100 New
LC
946
Lindbrook Capital
California
$16K -$6.78K -39 -30%
Loomis, Sayles & Company
947
Loomis, Sayles & Company
Massachusetts
$16K -$851 -5 -5%
FNBOSM
948
First National Bank of South Miami
Florida
$15K -$40K -224 -73%
APWM
949
Atlas Private Wealth Management
New York
$15K – – –
TFO
950
Tarbox Family Office
California
$15K +$10.5K +60 +231%
36 37
38
39 40