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Constellation Brands
STZ

Overview Fund Activity

1,127 hedge funds and large institutions have $30.6B invested in Constellation Brands in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 397 increasing their positions, 407 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+85
Holders Change %
+8.16%
% of All Funds
20%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
162
Increased
397
Reduced
407
Closed
66
Calls
$435M
Puts
$439M
Net Calls
-$4.14M
Net Calls Change
+$137M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$332M
2
Capital World Investors
Capital World Investors
California
+$286M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$255M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$199M
5
DZ Bank
DZ Bank
Germany
+$170M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.08B
2
KCM
Kensico Capital Management
Connecticut
-$664M
3
BlackRock
BlackRock
New York
-$113M
4
Jennison Associates
Jennison Associates
New York
-$96.7M
5
Harris Associates
Harris Associates
Illinois
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
951
TrustCore Financial Services
Tennessee
$154K -$73.4K -334 -32%
CCC
952
Crescent Capital Consulting
Louisiana
$154K +$154K +700 New
PFO
953
Pathstone Family Office
New Jersey
$148K +$148K +672 +33,600%
CFN
954
Cordasco Financial Network
Florida
$146K -$7.65K -35 -5%
OIA
955
Optimum Investment Advisors
Illinois
$140K -$6.56K -30 -4%
CFGS
956
Concourse Financial Group Securities
Alabama
$138K +$6.58K +30 +5%
SQA
957
Simon Quick Advisors
New Jersey
$137K +$78.8K +360 +135%
QCG
958
Quadrant Capital Group
Ohio
$133K -$34.3K -157 -21%
AF
959
Advisornet Financial
Minnesota
$131K -$67K -306 -34%
ST
960
Smithfield Trust
Pennsylvania
$130K +$11.9K +54 +10%
VCG
961
Vantage Consulting Group
Virginia
$129K +$129K +591 New
VC
962
Vestor Capital
Illinois
$127K – – –
FHA
963
First Horizon Advisors
Tennessee
$125K -$84.3K -385 -40%
CFA
964
Carroll Financial Associates
North Carolina
$124K +$4.16K +19 +3%
MHR
965
Matthew Hamilton Rosenberg
$122K – – –
T
966
TOBAM
France
$117K – – –
HIA
967
Harbor Investment Advisory
Maryland
$112K +$56.8K +260 +103%
PWPS
968
Pinnacle Wealth Planning Services
Ohio
$112K +$112K +514 New
TSW
969
Thompson Siegel & Walmsley
Virginia
$110K – – –
VBCG
970
Valley Brook Capital Group
Pennsylvania
$109K +$109K +500 New
FMII
971
Farmers & Merchants Investments Inc
Nebraska
$106K – – –
PWMG
972
Prestige Wealth Management Group
New Jersey
$104K -$16K -73 -13%
PCG
973
Private Capital Group
Connecticut
$102K +$219 +1 +0.2%
IAS
974
IMA Advisory Services
Colorado
$100K – – –
FPA
975
First Pacific Advisors
California
$99K -$131K -599 -57%
37 38
39
40 41