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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 %
NIM
1101
NuWave Investment Management
New Jersey
– -$38K -205 Closed
AWM
1102
AllSquare Wealth Management
New York
– -$38K -201 Closed
RA
1103
Rational Advisors
New York
– -$36K -192 Closed
MWP
1104
Meridian Wealth Partners
Pennsylvania
– -$20K -108 Closed
VCM
1105
Versant Capital Management
Arizona
– -$19K -104 Closed
TF
1106
TimeScale Financial
Massachusetts
– -$18K -100 Closed
AP
1107
Americana Partners
Texas
– -$15K -81 Closed
WAS
1108
Winch Advisory Services
Wisconsin
– -$13K -70 Closed
IWA
1109
Intercontinental Wealth Advisors
Texas
– -$13K -66 Closed
SIC
1110
Samalin Investment Counsel
New York
– -$9K -53 Closed
IFAM
1111
Institutional & Family Asset Management
Colorado
– -$10K -52 Closed
FIB
1112
First Interstate Bank
Montana
– -$9K -50 Closed
CWP
1113
CFM Wealth Partners
Texas
– -$9K -47 Closed
THWM
1114
Taylor Hoffman Wealth Management
Virginia
– -$6K -34 Closed
EWA
1115
Evolution Wealth Advisors
Florida
– -$4K -23 Closed
DOA
1116
D'Orazio & Associates
Virginia
– -$4K -19 Closed
TCM
1117
Tradewinds Capital Management
Washington
– -$2K -12 Closed
LWM
1118
Lionsbridge Wealth Management
Florida
– -$1K -10 Closed
PWP
1119
Personal Wealth Partners
Minnesota
– -$2K -9 Closed
LWANC
1120
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$1K -5 Closed
CHAM
1121
Clear Harbor Asset Management
Connecticut
– -$569 -3 Closed
SHWM
1122
Silicon Hills Wealth Management
Texas
– -$2 -1 Closed
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