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Constellation Brands
STZ

Overview Fund Activity

1,018 hedge funds and large institutions have $27.6B invested in Constellation Brands in 2019 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 429 increasing their positions, 348 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
+17
Holders Change %
+1.7%
% of All Funds
22.14%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
116
Increased
429
Reduced
348
Closed
86
Calls
$703M
Puts
$853M
Net Calls
-$150M
Net Calls Change
-$105M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.73B
2
Jennison Associates
2
Jennison Associates
New York
$537M
3
Bank of America
3
Bank of America
North Carolina
$698M
4
Harris Associates
4
Harris Associates
Illinois
$675M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$199M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
BlackRock
2
BlackRock
New York
$2.42B
3
BI
3
BlueSpruce Investments
Illinois
$0
4
TP
4
Third Point
New York
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
951
West Oak Capital
California
$20K -$45K -225 -69%
HDIM
952
Hanson & Doremus Investment Management
Vermont
$20K – – –
EWM
953
Endurance Wealth Management
Rhode Island
$20K – – –
WAS
954
Winch Advisory Services
Wisconsin
$20K – – –
SJIM
955
St. Johns Investment Management
Florida
$20K – – –
SC
956
SouthState Corp
Florida
$20K – – –
KFS
957
Kelly Financial Services
Massachusetts
$19.7K +$19.7K +100 New
RWA
958
Ropes Wealth Advisors
Massachusetts
$18K – – –
HGWM
959
Harvest Group Wealth Management
Massachusetts
$18K – – –
DWM
960
Destination Wealth Management
California
$17K -$55.9K -276 -77%
CI
961
CX Institutional
Indiana
$17K +$8.5K +44 +100%
H
962
Hexavest
Quebec, Canada
$15K +$15K +78 New
EWM
963
Elmwood Wealth Management
California
$14K – – –
WCG
964
Weaver Consulting Group
California
$14K – – –
EARNEST Partners
965
EARNEST Partners
Georgia
$14K – – –
WCM
966
Whitener Capital Management
North Carolina
$14K +$9.33K +50 +200%
BWM
967
Baystate Wealth Management
Massachusetts
$13K – – –
PCG
968
Private Capital Group
Connecticut
$13K – – –
JWA
969
JFS Wealth Advisors
Pennsylvania
$12K – – –
CFG
970
Citizens Financial Group
Rhode Island
$12K +$4.07K +21 +51%
MF
971
Manchester Financial
California
$12K +$12K +62 New
SWA
972
Sutton Wealth Advisors
Florida
$11.6K +$1.97K +10 +20%
FIB
973
First Interstate Bank
Montana
$10K – – –
LWA
974
Lenox Wealth Advisors
New York
$10K – – –
GAM
975
Gemmer Asset Management
California
$10K – – –
37 38
39
40 41