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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
$805M
2
Bank of America
Bank of America
North Carolina
$1.35B
3
Capital World Investors
Capital World Investors
California
$1.11B
4
DZ Bank
DZ Bank
Germany
$325M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.68B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.31B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.39B
3
KCM
Kensico Capital Management
Connecticut
$105M
4
CG
Carmignac Gestion
France
$130M
5
PCM
Palestra Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RTS
951
Round Table Services
New Jersey
$223K +$223K +978 New
SG
952
StoneX Group
New York
$221K +$6.37K +28 +3%
HTC
953
Haverford Trust Company
Pennsylvania
$220K – – –
MAM
954
McLean Asset Management
Virginia
$220K – – –
CL
955
CPWM LLC
Washington
$219K +$3.88K +17 +2%
CT
956
Columbia Trust
Oregon
$218K -$7.94K -35 -4%
AWA
957
Arkadios Wealth Advisors
Georgia
$217K +$4.56K +20 +2%
EMG
958
ETF Managers Group
New Jersey
$216K -$377K -1,615 -64%
CWM
959
Chesapeake Wealth Management
Virginia
$215K -$3.88K -17 -2%
S
960
SignatureFD
Georgia
$215K +$456 +2 +0.2%
CQS
961
Credential Qtrade Securities
$214K +$10K +44 +5%
SIA
962
Soltis Investment Advisors
Utah
$214K -$621K -2,718 -74%
CFD
963
Creative Financial Designs
Indiana
$214K +$8.66K +38 +4%
1WA
964
180 Wealth Advisors
Washington
$213K -$40.6K -171 -16%
HW
965
Hancock Whitney
Mississippi
$212K – – –
APA
966
Allegiant Private Advisors
Florida
$212K – – –
MMG
967
Monetary Management Group
Missouri
$211K – – –
WJWM
968
Williams Jones Wealth Management
New York
$208K +$208K +911 New
MA
969
Modus Advisors
Minnesota
$207K +$207K +908 New
FNBTCON
970
First National Bank & Trust Co of Newtown
Pennsylvania
$207K +$207K +908 New
SFA
971
Seneca Financial Advisors
New York
$207K +$207K +907 New
SW
972
SlateStone Wealth
Florida
$206K +$206K +904 New
SSG
973
Summit Securities Group
New York
$205K -$45.6K -200 -18%
IC
974
IEQ Capital
California
$205K +$205K +898 New
QTM
975
qPULA Trading Management
New York
$205K +$205K +900 New
37 38
39
40 41