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Constellation Brands
STZ

Overview Fund Activity

1,127 hedge funds and large institutions have $30.6B invested in Constellation Brands in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 397 increasing their positions, 407 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+85
Holders Change %
+8.16%
% of All Funds
20%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
162
Increased
397
Reduced
407
Closed
66
Calls
$435M
Puts
$439M
Net Calls
-$4.14M
Net Calls Change
+$137M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$584M
2
Capital World Investors
Capital World Investors
California
$914M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.5B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.56B
5
DZ Bank
DZ Bank
Germany
$172M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.6B
2
KCM
Kensico Capital Management
Connecticut
$298M
3
BlackRock
BlackRock
New York
$2.52B
4
Jennison Associates
Jennison Associates
New York
$0
5
Harris Associates
Harris Associates
Illinois
$890M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
976
Tompkins Financial
New York
$94K -$59.4K -270 -39%
BWP
977
Baldwin Wealth Partners
Massachusetts
$94K – – –
KFI
978
Key Financial Inc
Pennsylvania
$93K +$93K +425 New
CYG
979
Clean Yield Group
Vermont
$88K – – –
WTC
980
WhitTier Trust Company
Nevada
$88K – – –
DSC
981
Duncker Streett & Co
Missouri
$88K – – –
FMTCOCP
982
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$88K – – –
PGAM
983
Princeton Global Asset Management
New Jersey
$88K – – –
FP
984
Financial Perspectives
Minnesota
$87.6K – – –
WT
985
Washington Trust
Rhode Island
$86K -$5.47K -25 -6%
BWM
986
Birchcreek Wealth Management
Ohio
$84K +$84K +385 New
TFGT
987
TS Financial Group (TSFG)
Illinois
$78K -$1.75K -8 -2%
TC
988
Truvestments Capital
Florida
$78K +$34.5K +159 +80%
RPWA
989
Regent Peak Wealth Advisors
Georgia
$75K +$75K +341 New
VAIA
990
Virtus Alternative Investment Advisers
Connecticut
$71K -$6.34K -29 -8%
EIP
991
Ellis Investment Partners
Pennsylvania
$69K +$220 +1 +0.3%
JIR
992
James Investment Research
Ohio
$68K +$14.7K +67 +27%
TWM
993
Tradition Wealth Management
Minnesota
$67K +$67K +308 New
LJHT
994
Laurie J. Hall Trustee
$66K – – –
SAI
995
Systematic Alpha Investments
New Jersey
$64K +$64K +290 New
Fidelity International
996
Fidelity International
Bermuda
$63K +$57.1K +260 +963%
JPLA
997
Joseph P. Lucia & Associates
New York
$57K +$57K +260 New
NO
998
Ninety One
South Africa
$56K +$56K +257 New
BCM
999
Blume Capital Management
California
$55K – – –
AFG
1000
Albion Financial Group
Utah
$54K +$54K +245 New
38 39
40
41 42