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Constellation Brands
STZ

Overview Fund Activity

1,121 hedge funds and large institutions have $27.8B invested in Constellation Brands in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 460 increasing their positions, 395 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
-24
Holders Change %
-2.1%
% of All Funds
19.69%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.23%
New
85
Increased
460
Reduced
395
Closed
91
Calls
$583M
Puts
$639M
Net Calls
-$55.6M
Net Calls Change
+$168M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$359M
2
Citadel Advisors
Citadel Advisors
Florida
+$301M
3
Capital World Investors
Capital World Investors
California
+$192M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$111M
5
Morgan Stanley
Morgan Stanley
New York
+$93.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$790M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$527M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$295M
4
DZ Bank
DZ Bank
Germany
-$268M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
976
WhitTier Trust Company
Nevada
$85K – – –
FP
977
Financial Perspectives
Minnesota
$84.3K – – –
DSC
978
Duncker Streett & Co
Missouri
$84K – – –
CYG
979
Clean Yield Group
Vermont
$84K – – –
FF
980
FourThought Financial
Florida
$83K -$29.7K -141 -26%
SC
981
SouthState Corp
Florida
$82K – – –
PGAM
982
Princeton Global Asset Management
New Jersey
$81K – – –
NIM
983
NuWave Investment Management
New Jersey
$78K +$78K +369 New
EW
984
Evoke Wealth
California
$77K +$417 +2 +0.5%
AWA
985
Arkadios Wealth Advisors
Georgia
$71K -$132K -630 -65%
TFGT
986
TS Financial Group (TSFG)
Illinois
$71K – – –
EIP
987
Ellis Investment Partners
Pennsylvania
$66K +$209 +1 +0.3%
LJHT
988
Laurie J. Hall Trustee
$63K – – –
SAI
989
Systematic Alpha Investments
New Jersey
$63K – – –
GTAM
990
Global Trust Asset Management
Florida
$59K – – –
TF
991
Tompkins Financial
New York
$59K +$59K +280 New
FMII
992
Farmers & Merchants Investments Inc
Nebraska
$56K -$46.3K -219 -45%
SOW
993
State of Wyoming
Wyoming
$56K +$10.6K +50 +23%
JPLA
994
Joseph P. Lucia & Associates
New York
$55K – – –
RE
995
RBC Europe
United Kingdom
$54.1K +$4K +19 +8%
BAM
996
Barrett Asset Management
New York
$54K +$54K +255 New
BCM
997
Blume Capital Management
California
$53K – – –
FCB
998
First Command Bank
Texas
$53K – – –
FCFS
999
First Command Financial Services
Texas
$53K – – –
CDIA
1000
Capital Directions Investment Advisors
Georgia
$53K +$17K +80 +47%
38 39
40
41 42