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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 %
AFG
1001
Albion Financial Group
Utah
$52K – – –
PFBT
1002
Parkside Financial Bank & Trust
Missouri
$52K +$16.7K +80 +47%
CWP
1003
Concord Wealth Partners
Virginia
$51K -$15.5K -74 -23%
POIA
1004
Pin Oak Investment Advisors
Texas
$51K – – –
TH
1005
TCTC Holdings
Texas
$51K +$51K +240 New
NO
1006
Ninety One
South Africa
$48K – – –
WWM
1007
Wolff Wiese Magana
California
$47K -$52.5K -248 -53%
CWM
1008
Cedar Wealth Management
California
$45K +$45K +215 New
BC
1009
Barnett & Company
Tennessee
$43K – – –
CFA
1010
Carroll Financial Associates
North Carolina
$42K -$61.5K -296 -59%
OAJ
1011
Ogorek Anthony Joseph
New York
$42K – – –
AL
1012
ADE LLC
Maryland
$42K – – –
LS
1013
Leelyn Smith
Illinois
$40K – – –
GEA
1014
Glen Eagle Advisors
New Jersey
$39.6K – – –
JFA
1015
JNBA Financial Advisors
Minnesota
$39K +$9.39K +45 +32%
WPA
1016
West Paces Advisors
Georgia
$38.8K -$7.37K -35 -16%
PCG
1017
Private Capital Group
Connecticut
$38K +$209 +1 +0.6%
KLWA
1018
Kelly Lawrence W & Associates
California
$36K – – –
GWSG
1019
GPS Wealth Strategies Group
Colorado
$36K – – –
PFGIA
1020
Patriot Financial Group Insurance Agency
Massachusetts
$35K -$210 -1 -0.6%
JFGIW
1021
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K – – –
TC
1022
Truvestments Capital
Florida
$34K +$211 +1 +0.6%
OC
1023
Oakworth Capital
Alabama
$33K – – –
BFC
1024
Bedel Financial Consulting
Indiana
$33K – – –
BIA
1025
Bell Investment Advisors
California
$33K +$33K +155 New
39 40
41
42 43