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Constellation Brands
STZ

Overview Fund Activity

1,148 hedge funds and large institutions have $31.7B invested in Constellation Brands in 2021 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 498 increasing their positions, 364 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+21
Holders Change %
+1.86%
% of All Funds
20.21%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.32%
New
113
Increased
498
Reduced
364
Closed
79
Calls
$332M
Puts
$393M
Net Calls
-$60.9M
Net Calls Change
-$56.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$197M
2
Bank of America
Bank of America
North Carolina
+$190M
3
Capital World Investors
Capital World Investors
California
+$155M
4
DZ Bank
DZ Bank
Germany
+$146M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$121M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$309M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$282M
3
KCM
Kensico Capital Management
Connecticut
-$205M
4
CG
Carmignac Gestion
France
-$193M
5
PCM
Palestra Capital Management
New York
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
926
TrustCore Financial Services
Tennessee
$236K +$76.3K +335 +48%
PVH
927
Psagot Value Holdings
Israel
$235K -$7.52K -33 -3%
WAOI
928
Wealth Advisors of Iowa
Iowa
$235K – – –
HCM
929
Hillman Capital Management
Maryland
$234K -$10K -44 -4%
NP
930
NorthRock Partners
Minnesota
$234K +$14.6K +64 +7%
AI
931
AdvisorShares Investments
Maryland
$234K +$21.6K +95 +10%
OSAM
932
O'Shaughnessy Asset Management
Connecticut
$234K +$36.5K +160 +18%
9WM
933
9258 Wealth Management
Ohio
$234K +$234K +1,028 New
HPC
934
Hobart Private Capital
North Carolina
$233K – – –
CAGAS
935
Capital Advisory Group Advisory Services
Minnesota
$232K +$6.84K +30 +3%
FF
936
FourThought Financial
Florida
$230K -$12.1K -53 -5%
FMW
937
Farr Miller & Washington
District of Columbia
$230K +$457 +2 +0.2%
DLG
938
Daniel L. Goodwin
$229K – – –
FAM
939
Formidable Asset Management
Ohio
$229K – – –
GAB
940
German American Bancorp
Indiana
$229K +$1.14K +5 +0.5%
W
941
WealthStone
Ohio
$229K +$9.32K +41 +4%
BWA
942
Beam Wealth Advisors
Louisiana
$228K -$22.8K -100 -9%
LIA
943
LBMC Investment Advisors
Tennessee
$228K – – –
DDPIC
944
Deroy & Devereaux Private Investment Counsel
Michigan
$228K – – –
WMC
945
Westwood Management Corporation
Illinois
$228K – – –
CCG
946
Ceeto Capital Group
Florida
$228K – – –
BWM
947
Buckley Wealth Management
Nevada
$228K – – –
WGAM
948
Wilkinson Global Asset Management
New York
$228K +$228K +1,000 New
FA
949
FDx Advisors
Illinois
$224K +$224K +984 New
ECG
950
Edge Capital Group
Georgia
$223K +$223K +976 New
36 37
38
39 40