Constellation Brands
666 hedge funds and large institutions have $23.6B invested in Constellation Brands in 2015 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 252 increasing their positions, 221 reducing their positions, and 41 closing their positions.
156% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 41
14% more repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 221
13% more capital invested
Capital invested by funds: $20.8B → $23.6B (+$2.74B)
10% more funds holding in top 10
Funds holding in top 10: 41 → 45 (+4)
10% more funds holding
Funds holding: 608 → 666 (+58)
1.03% less ownership
Funds ownership: 87.88% → 86.85% (-1%)
35% less call options, than puts
Call options by funds: $109M | Put options by funds: $167M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$91.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$90.8M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$63M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$62.7M |
| 5 |
PC
Passport Capital
San Francisco,
California
|
+$54.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$245M |
| 2 |
Eagle Capital Management (New York)
New York
|
-$158M |
| 3 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$110M |
| 4 |
JP Morgan Chase
New York
|
-$83.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$74.2M |
STZ Hedge Fund Activity: Q4 2015 in Review
666 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q4 2015, worth a combined $23.6B — up 13% from $20.8B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new STZ positions and 41 closed out — a net gain of 64 holders — while 252 added to existing stakes and 221 trimmed.
The largest buyer was Lone Pine Capital, adding an estimated $91.8M. The largest seller was Vanguard Group, cutting an estimated $245M.
- 666 institutional investors held Constellation Brands (STZ) as of Q4 2015, up from 608 in Q3 2015.
- Funds reported $23.6B of Constellation Brands stock for Q4 2015, up 13% quarter-over-quarter.
- 105 funds opened new Constellation Brands positions in Q4 2015 and 41 closed out, a net change of +64 holders.
- The largest Constellation Brands buyer in Q4 2015 was Lone Pine Capital, an estimated $91.8M added.
- The largest Constellation Brands seller in Q4 2015 was Vanguard Group, an estimated $245M sold.
Based on aggregated 13F filings for Q4 2015.