STZ icon

Constellation Brands
STZ

Overview Fund Activity

955 hedge funds and large institutions have $20.1B invested in Constellation Brands in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 371 increasing their positions, 390 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-96
Holders Change %
-9.13%
% of All Funds
21.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
91
Increased
371
Reduced
390
Closed
173
Calls
$335M
Puts
$357M
Net Calls
-$21.5M
Net Calls Change
+$129M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.77B
2
Bank of America
Bank of America
North Carolina
$782M
3
Harris Associates
Harris Associates
Illinois
$757M
4
BlackRock
BlackRock
New York
$1.94B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$419M

Top Sellers

1
JSP
Jackson Square Partners
California
$2.72M
2
Citadel Advisors
Citadel Advisors
Florida
$43.6M
3
Morgan Stanley
Morgan Stanley
New York
$239M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$55.4M
5
Macquarie Group
Macquarie Group
Australia
$8.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
1051
Haverford Trust Company
Pennsylvania
– -$271K -1,426 Closed
WIC
1052
Whitegate Investment Counselors
New Hampshire
– -$268K -1,413 Closed
WRM
1053
Weybosset Research & Management
Rhode Island
– -$266K -1,400 Closed
GT
1054
Greenleaf Trust
Michigan
– -$264K -1,389 Closed
EP
1055
Eudaimonia Partners
Tennessee
– -$264K -1,389 Closed
BUB
1056
BBVA USA Bancshares
Texas
– -$255K -1,343 Closed
FAIM
1057
Financial Advocates Investment Management
Washington
– -$254K -1,335 Closed
JWCA
1058
J.W. Cole Advisors
Florida
– -$253K -1,334 Closed
EWM
1059
Empirical Wealth Management
Washington
– -$253K -1,333 Closed
NP
1060
NorthRock Partners
Minnesota
– -$252K -1,328 Closed
BS
1061
Boenning & Scattergood
Pennsylvania
– -$251K -1,325 Closed
BB
1062
Busey Bank
Illinois
– -$248K -1,306 Closed
EMG
1063
Ellington Management Group
Connecticut
– -$247K -1,300 Closed
CCG
1064
Cypress Capital Group
Florida
– -$243K -1,280 Closed
HC
1065
HNP Capital
New York
– -$237K -1,258 Closed
NDSI
1066
Newman Dignan & Sheerar Inc
Rhode Island
– -$235 -1,241 Closed
HBT
1067
Hills Bank & Trust
Iowa
– -$235K -1,240 Closed
WSTAM
1068
Wilbanks Smith & Thomas Asset Management
Virginia
– -$227K -1,198 Closed
WP
1069
WealthSource Partners
California
– -$225K -1,186 Closed
AIM
1070
Alhambra Investment Management
Florida
– -$225K -1,185 Closed
SCM
1071
Shelton Capital Management
Colorado
– -$224K -1,181 Closed
MCM
1072
Monarch Capital Management
Indiana
– -$220K -1,161 Closed
FTC
1073
Farmers Trust Company
Ohio
– -$219K -1,158 Closed
BIA
1074
Barry Investment Advisors
Massachusetts
– -$218K -1,157 Closed
BFG
1075
Bouchey Financial Group
New York
– -$219K -1,153 Closed
41 42
43
44 45