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Constellation Brands
STZ

Overview Fund Activity

1,148 hedge funds and large institutions have $31.7B invested in Constellation Brands in 2021 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 498 increasing their positions, 364 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+21
Holders Change %
+1.86%
% of All Funds
20.21%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.32%
New
113
Increased
498
Reduced
364
Closed
79
Calls
$332M
Puts
$393M
Net Calls
-$60.9M
Net Calls Change
-$56.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$805M
2
Bank of America
2
Bank of America
North Carolina
$1.35B
3
Capital World Investors
3
Capital World Investors
California
$1.11B
4
DZ Bank
4
DZ Bank
Germany
$325M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.68B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.31B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.39B
3
KCM
3
Kensico Capital Management
Connecticut
$105M
4
CG
4
Carmignac Gestion
France
$130M
5
PCM
5
Palestra Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
1051
GPS Wealth Strategies Group
Colorado
$38K +$38K +169 New
JFGIW
1052
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K – – –
WPA
1053
West Paces Advisors
Georgia
$35.1K +$7.98K +35 +29%
PFBT
1054
Parkside Financial Bank & Trust
Missouri
$35K -$1.82K -8 -5%
APP
1055
Alpha Paradigm Partners
Illinois
$35K +$35K +152 New
HWA
1056
Heritage Wealth Advisors
Virginia
$34.2K – – –
First Manhattan
1057
First Manhattan
New York
$34K -$2.27K -10 -6%
SOAMC
1058
Spirit of America Management Corp
New York
$34K – – –
MWP
1059
Meridian Wealth Partners
Pennsylvania
$33K +$8.86K +40 +37%
JFA
1060
JNBA Financial Advisors
Minnesota
$32K – – –
CCM
1061
Cribstone Capital Management
Maine
$32K – – –
CCA
1062
Column Capital Advisors
Indiana
$30K – – –
CFO
1063
CVA Family Office
Colorado
$30K +$29.1K +126 +3,150%
PO
1064
Private Ocean
California
$29K +$29K +125 New
HDIM
1065
Hanson & Doremus Investment Management
Vermont
$28K +$5.24K +23 +23%
FPS
1066
Fieldpoint Private Securities
Connecticut
$27K +$23.6K +103 +687%
RIM
1067
Rockbridge Investment Management
New York
$26K -$7.36K -32 -22%
GWS
1068
Glassman Wealth Services
Virginia
$25K +$13.7K +59 +120%
CAC
1069
Certified Advisory Corp
Florida
$24K +$24K +103 New
EWM
1070
Endurance Wealth Management
Rhode Island
$23K – – –
SJIM
1071
St. Johns Investment Management
Florida
$23K – – –
CMA
1072
Cedar Mountain Advisors
Oregon
$23K – – –
SLF
1073
Sun Life Financial
Ontario, Canada
$23K – – –
IAS
1074
IMA Advisory Services
Colorado
$21K -$85.2K -365 -80%
CIA
1075
CSat Investment Advisory
Michigan
$21K +$2.9K +13 +16%
41 42
43
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