Constellation Brands
1,211 hedge funds and large institutions have $30.9B invested in Constellation Brands in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 455 increasing their positions, 448 reducing their positions, and 73 closing their positions.
18% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 73
2.99% more ownership
Funds ownership: 80.7% → 83.69% (+3%)
2% more capital invested
Capital invested by funds: $30.2B → $30.9B (+$690M)
2% more repeat investments, than reductions
Existing positions increased: 455 | Existing positions reduced: 448
0% less funds holding
Funds holding: 1,215 → 1,211 (-4)
10% less funds holding in top 10
Funds holding in top 10: 21 → 19 (-2)
31% less call options, than puts
Call options by funds: $454M | Put options by funds: $655M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$612M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$258M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$216M |
| 4 |
Amundi
Paris,
France
|
+$198M |
| 5 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$148M |
| 2 |
BlackRock
New York
|
-$144M |
| 3 |
VanEck Associates
New York
|
-$100M |
| 4 |
Millennium Management
New York
|
-$90.4M |
| 5 |
JCM
Junto Capital Management
New York
|
-$81.5M |
STZ Hedge Fund Activity: Q3 2022 in Review
1,211 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q3 2022, worth a combined $30.9B — up 2.3% from $30.2B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new STZ positions and 73 closed out — a net gain of 13 holders — while 455 added to existing stakes and 448 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $612M. The largest seller was Nuveen, cutting an estimated $148M.
- 1,211 institutional investors held Constellation Brands (STZ) as of Q3 2022, down from 1,215 in Q2 2022.
- Funds reported $30.9B of Constellation Brands stock for Q3 2022, up 2.3% quarter-over-quarter.
- 86 funds opened new Constellation Brands positions in Q3 2022 and 73 closed out, a net change of +13 holders.
- The largest Constellation Brands buyer in Q3 2022 was Janus Henderson Group, an estimated $612M added.
- The largest Constellation Brands seller in Q3 2022 was Nuveen, an estimated $148M sold.
Based on aggregated 13F filings for Q3 2022.