Constellation Brands
713 hedge funds and large institutions have $25B invested in Constellation Brands in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 255 increasing their positions, 283 reducing their positions, and 49 closing their positions.
8% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 49
0% less capital invested
Capital invested by funds: $25.1B → $25B (-$97.5M)
0.51% less ownership
Funds ownership: 85.68% → 85.17% (-0.51%)
1% less funds holding
Funds holding: 717 → 713 (-4)
10% less repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 283
12% less funds holding in top 10
Funds holding in top 10: 51 → 45 (-6)
33% less call options, than puts
Call options by funds: $214M | Put options by funds: $319M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$364M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$87.2M |
| 3 |
O
OppenheimerFunds
New York
|
+$67M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$65.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$48.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$181M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$133M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$115M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$56.4M |
| 5 |
PC
Passport Capital
San Francisco,
California
|
-$56.1M |
STZ Hedge Fund Activity: Q3 2016 in Review
713 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q3 2016, worth a combined $25B — down 0.39% from $25.1B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new STZ positions and 49 closed out — a net gain of 4 holders — while 255 added to existing stakes and 283 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $364M. The largest seller was Lone Pine Capital, cutting an estimated $181M.
- 713 institutional investors held Constellation Brands (STZ) as of Q3 2016, down from 717 in Q2 2016.
- Funds reported $25B of Constellation Brands stock for Q3 2016, down 0.39% quarter-over-quarter.
- 53 funds opened new Constellation Brands positions in Q3 2016 and 49 closed out, a net change of +4 holders.
- The largest Constellation Brands buyer in Q3 2016 was Viking Global Investors, an estimated $364M added.
- The largest Constellation Brands seller in Q3 2016 was Lone Pine Capital, an estimated $181M sold.
Based on aggregated 13F filings for Q3 2016.