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Constellation Brands
STZ

Overview Fund Activity

1,145 hedge funds and large institutions have $32B invested in Constellation Brands in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 505 increasing their positions, 360 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
19.99%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
89
Increased
505
Reduced
360
Closed
85
Calls
$548M
Puts
$772M
Net Calls
-$224M
Net Calls Change
-$163M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$252M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$132M
3
HMP
HS Management Partners
New York
+$131M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$128M
5
Citadel Advisors
Citadel Advisors
Florida
+$119M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.03B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$362M
3
MG
Meritage Group
California
-$308M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$150M
5
CG
Carmignac Gestion
France
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
951
Haverford Trust Company
Pennsylvania
$226K – – –
AWA
952
Arkadios Wealth Advisors
Georgia
$226K +$4.2K +18 +2%
CFD
953
Creative Financial Designs
Indiana
$226K +$6.09K +26 +3%
HH
954
Hilltop Holdings
Texas
$226K +$226K +967 New
CL
955
CPWM LLC
Washington
$224K -$702 -3 -0.3%
FAM
956
Formidable Asset Management
Ohio
$224K +$225 +1 +0.1%
EH
957
Equitable Holdings
New York
$223K +$223K +954 New
CT
958
Columbia Trust
Oregon
$220K -$4.2K -18 -2%
HTHT
959
Hemenway Trust Hemenway Trust
New Hampshire
$218K +$218K +933 New
APA
960
Allegiant Private Advisors
Florida
$217K – – –
LSAG
961
Lake Street Advisors Group
New Hampshire
$216K -$8.92K -42 -4%
MMG
962
Monetary Management Group
Missouri
$216K – – –
SIA
963
Soltis Investment Advisors
Utah
$214K -$5.15K -22 -2%
SFA
964
Seneca Financial Advisors
New York
$213K +$702 +3 +0.3%
FNBTCON
965
First National Bank & Trust Co of Newtown
Pennsylvania
$212K – – –
SW
966
SlateStone Wealth
Florida
$212K +$468 +2 +0.2%
WA
967
Wealth Architects
California
$211K +$1.17K +5 +0.6%
BSW
968
Buckingham Strategic Wealth
Missouri
$210K +$210K +899 New
BTWM
969
Baker Tilly Wealth Management
Wisconsin
$210K +$210K +899 New
WJWM
970
Williams Jones Wealth Management
New York
$207K -$6.08K -26 -3%
MAM
971
McLean Asset Management
Virginia
$207K – – –
CWM
972
Chesapeake Wealth Management
Virginia
$204K -$15.9K -68 -7%
AF
973
Allworth Financial
California
$204K -$5.14K -22 -2%
TP
974
Tranquility Partners
Tennessee
$204K +$204K +871 New
SAM
975
Secure Asset Management
Michigan
$203K +$203K +868 New
37 38
39
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