STZ icon

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 %
POIA
1001
Pin Oak Investment Advisors
Texas
$53K – – –
RE
1002
RBC Europe
United Kingdom
$50.4K – – –
MF
1003
Manchester Financial
California
$50K +$6.61K +30 +15%
CBT
1004
Central Bank & Trust
Kentucky
$49K -$221 -1 -0.4%
CAM
1005
CenterStar Asset Management
Illinois
$49K – – –
EFSCE
1006
Enterprise Financial Services Corp (EFSC)
Missouri
$48K -$12.4K -57 -21%
CI
1007
CX Institutional
Indiana
$48K +$10.7K +49 +29%
AWG
1008
Altus Wealth Group
Colorado
$48K +$48K +220 New
TIAM2
1009
Tru Independence Asset Management 2
Oregon
$47K +$47K +215 New
OIM
1010
Oder Investment Management
California
$46K +$46K +208 New
BC
1011
Barnett & Company
Tennessee
$45K – – –
MA
1012
Montag & Associates
Georgia
$44K +$44K +200 New
CWP
1013
Concord Wealth Partners
Virginia
$44K +$44K +200 New
AL
1014
ADE LLC
Maryland
$44K +$44K +200 New
CAAS
1015
Capital Asset Advisory Services
Michigan
$43K +$43K +198 New
GEA
1016
Glen Eagle Advisors
New Jersey
$41.2K – – –
MGIM
1017
M&G Investment Management
United Kingdom
$40.5K -$2.93K -13,385 -7%
SC
1018
SouthState Corp
Florida
$38K – – –
BCA
1019
Berman Capital Advisors
Georgia
$37K +$1.52K +7 +4%
PFBT
1020
Parkside Financial Bank & Trust
Missouri
$36K +$4.89K +22 +16%
First Manhattan
1021
First Manhattan
New York
$35K – – –
JFGIW
1022
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K – – –
CG
1023
Cutler Group
California
$35K +$35K +160 New
GWM
1024
Greenhouse Wealth Management
Connecticut
$35K +$35K +160 New
FCH
1025
Freestone Capital Holdings
Washington
$33.2K +$27.7K +126 +504%
39 40
41
42 43