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Constellation Brands

964 hedge funds and large institutions have $31.1B invested in Constellation Brands in 2018 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 373 increasing their positions, 318 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.93B | Put options by funds: $1.26B

67% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 67

17% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 318

5% more funds holding

Funds holding: 922964 (+42)

2.06% more ownership

Funds ownership: 82.63%84.69% (+2.1%)

3% less capital invested

Capital invested by funds: $32.2B → $31.1B (-$1.09B)

31% less funds holding in top 10

Funds holding in top 10: 4934 (-15)

Holders
964
Holders Change
+42
Holders Change %
+4.56%
% of All Funds
22.07%
Holding in Top 10
34
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-30.61%
% of All Funds
0.78%
New
112
Increased
373
Reduced
318
Closed
67
Calls
$2.93B
Puts
$1.26B
Net Calls
+$1.68B
Net Calls Change
-$547M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1001
Boston Financial Management
Massachusetts
-$225K -985 Closed
ECM
1002
Elgethun Capital Management
South Dakota
-$213K -935 Closed
PAS
1003
Partnervest Advisory Services
California
-$210K -923 Closed
EA
1004
Emerald Advisers
Pennsylvania
-$209K -915 Closed
MCM
1005
Maryland Capital Management
Maryland
-$206K -905 Closed
EWM
1006
Elite Wealth Management
Washington
-$205K -900 Closed
SWM
1007
Stockman Wealth Management
Montana
-$205K -900 Closed
VWA
1008
V Wealth Advisors
Kansas
-$205K -899 Closed
DCM
1009
Donaldson Capital Management
Indiana
-$204K -894 Closed
PNC
1010
Park National Corp
Ohio
-$201K -883 Closed
GTAM
1011
Global Trust Asset Management
Florida
-$160K -702 Closed
IWM
1012
IHT Wealth Management
Illinois
-$105K -460 Closed
PWM
1013
Perigon Wealth Management
California
-$91K -400 Closed
DWM
1014
Destination Wealth Management
California
-$79K -345 Closed
CIP
1015
Convergence Investment Partners
Florida
-$65K -283 Closed
VCM
1016
Virtue Capital Management
Tennessee
-$46K -200 Closed
PWAG
1017
Polaris Wealth Advisory Group
California
-$23K -100 Closed
MCWS
1018
McKinley Carter Wealth Services
West Virginia
-$20K -86 Closed
WPW
1019
Winthrop Partners - WNY
New York
-$11.3K -50 Closed
PFO
1020
Pathstone Family Office
New Jersey
-$9K -39 Closed
PG
1021
Patten Group
Tennessee
-$8K -35 Closed
ML
1022
McAdam LLC
Pennsylvania
-$6K -26 Closed
FCAG
1023
First Capital Advisors Group
New Jersey
-$5K -24 Closed
KF
1024
Krilogy Financial
Missouri
-$4K -16 Closed
AWA
1025
Acorn Wealth Advisors
Michigan
-$4K -15 Closed

STZ Hedge Fund Activity: Q2 2018 in Review

964 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2018, worth a combined $31.1B — down 3.4% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new STZ positions and 67 closed out — a net gain of 45 holders — while 373 added to existing stakes and 318 trimmed.

The largest buyer was Jennison Associates, adding an estimated $368M. The largest seller was Deutsche Bank, cutting an estimated $252M.

  • 964 institutional investors held Constellation Brands (STZ) as of Q2 2018, up from 922 in Q1 2018.
  • Funds reported $31.1B of Constellation Brands stock for Q2 2018, down 3.4% quarter-over-quarter.
  • 112 funds opened new Constellation Brands positions in Q2 2018 and 67 closed out, a net change of +45 holders.
  • The largest Constellation Brands buyer in Q2 2018 was Jennison Associates, an estimated $368M added.
  • The largest Constellation Brands seller in Q2 2018 was Deutsche Bank, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2018.