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Constellation Brands
STZ

Overview Fund Activity

1,022 hedge funds and large institutions have $24.6B invested in Constellation Brands in 2020 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 398 increasing their positions, 350 reducing their positions, and 69 closing their positions.

Holders
1,022
Holders Change
+67
Holders Change %
+7.02%
% of All Funds
21.01%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.37%
New
146
Increased
398
Reduced
350
Closed
69
Calls
$455M
Puts
$548M
Net Calls
-$93M
Net Calls Change
-$71.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$853M
2
MG
2
Meritage Group
California
$343M
3
Capital International Investors
3
Capital International Investors
California
$142M
4
PCM
4
Palestra Capital Management
New York
$224M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$234M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$102M
2
Capital World Investors
2
Capital World Investors
California
$87.4M
3
VAM
3
Vontobel Asset Management
New York
$0
4
BlackRock
4
BlackRock
New York
$2.25B
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
1001
Lloyd Advisory Services
Georgia
$3K +$3K +19 New
BFC
1002
Bedel Financial Consulting
Indiana
$2K -$1.6K -8 -44%
TL
1003
TrueWealth LLC
Georgia
$2K – – –
BWM
1004
Baystate Wealth Management
Massachusetts
$2K – – –
CAC
1005
Certified Advisory Corp
Florida
$2K – – –
HFA
1006
Hoover Financial Advisors
Pennsylvania
$2K +$2K +10 New
CWC
1007
Carolinas Wealth Consulting
North Carolina
$2K +$2K +11 New
PW
1008
Price Wealth
Texas
$2K +$2K +12 New
ED
1009
Exane Derivatives
France
$1.58K -$1.4K -8 -47%
PCTC
1010
Perkins Coie Trust Company
Washington
$1K -$1.75K -7 -64%
SWM
1011
Sugarloaf Wealth Management
Georgia
$1K – – –
GFPC
1012
Global Financial Private Capital
Florida
$1K – – –
AP
1013
Atwood & Palmer
Missouri
$1K – – –
FPFS
1014
First Personal Financial Services
North Carolina
$1K – – –
CFO
1015
CVA Family Office
Colorado
$1K – – –
ST
1016
Sageworth Trust
Pennsylvania
$1K +$1K +4 New
WAS
1017
Winch Advisory Services
Wisconsin
$1K +$1K +8 New
JG
1018
Jefferies Group
New York
$108 +$108 +620 New
TI
1019
tru Independence
Oregon
$66 -$73 -420 -53%
VAM
1020
Vontobel Asset Management
New York
– -$135M -864,392 Closed
VM
1021
Valinor Management
New York
– -$62.5M -436,015 Closed
Balyasny Asset Management
1022
Balyasny Asset Management
Illinois
– -$37.1M -259,126 Closed
PI
1023
Putnam Investments
Massachusetts
– -$15.3M -106,957 Closed
T
1024
TOBAM
France
– -$9.74M -67,962 Closed
MRCP
1025
Maple Rock Capital Partners
Ontario, Canada
– -$8.75M -61,000 Closed
39 40
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