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Constellation Brands
STZ

Overview Fund Activity

1,121 hedge funds and large institutions have $27.8B invested in Constellation Brands in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 460 increasing their positions, 395 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
-24
Holders Change %
-2.1%
% of All Funds
19.69%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.23%
New
85
Increased
460
Reduced
395
Closed
91
Calls
$583M
Puts
$639M
Net Calls
-$55.6M
Net Calls Change
+$168M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$359M
2
Citadel Advisors
Citadel Advisors
Florida
+$301M
3
Capital World Investors
Capital World Investors
California
+$192M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$111M
5
Morgan Stanley
Morgan Stanley
New York
+$93.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$790M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$527M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$295M
4
DZ Bank
DZ Bank
Germany
-$268M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
926
TrustCore Financial Services
Tennessee
$215K – – –
FMW
927
Farr Miller & Washington
District of Columbia
$212K – – –
DLG
928
Daniel L. Goodwin
$212K – – –
UFA
929
US Financial Advisors
Massachusetts
$211K – – –
GAB
930
German American Bancorp
Indiana
$211K – – –
BWA
931
Beam Wealth Advisors
Louisiana
$211K – – –
DDPIC
932
Deroy & Devereaux Private Investment Counsel
Michigan
$211K – – –
CCG
933
Ceeto Capital Group
Florida
$211K – – –
BWM
934
Buckley Wealth Management
Nevada
$211K – – –
FAM
935
Formidable Asset Management
Ohio
$211K +$1.27K +6 +0.6%
JWM
936
JFG Wealth Management
Colorado
$210K – – –
CAGAS
937
Capital Advisory Group Advisory Services
Minnesota
$210K +$4.63K +22 +2%
BSW
938
Buckingham Strategic Wealth
Missouri
$209K +$19.4K +92 +10%
SW
939
SlateStone Wealth
Florida
$207K +$16K +76 +8%
AI
940
AdvisorShares Investments
Maryland
$205K -$10.9K -52 -5%
CCM
941
Coldstream Capital Management
Washington
$205K +$3.6K +19 +2%
HH
942
Hilltop Holdings
Texas
$204K – – –
SIM
943
Sonora Investment Management
Arizona
$201K -$15.8K -75 -7%
1WA
944
180 Wealth Advisors
Washington
$201K +$201K +918 New
MMG
945
Monetary Management Group
Missouri
$195K – – –
CFD
946
Creative Financial Designs
Indiana
$190K -$13.5K -64 -7%
MRCM
947
M&R Capital Management
New Jersey
$180K – – –
Acadian Asset Management
948
Acadian Asset Management
Massachusetts
$177K -$493K -2,352 -74%
MCM
949
Manchester Capital Management
Vermont
$169K -$190K -898 -53%
GRP
950
Global Retirement Partners
California
$169K +$9.26K +44 +6%
36 37
38
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