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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 %
EWA
1101
Evolution Wealth Advisors
Florida
$3K – – –
FPS
1102
Fieldpoint Private Securities
Connecticut
$3K +$3K +15 New
SWA
1103
SOA Wealth Advisors
New York
$3K +$3K +15 New
FNBOSM
1104
First National Bank of South Miami
Florida
$2K -$9K -45 -82%
HFS
1105
Horizon Financial Services
North Carolina
$2K -$2K -10 -50%
LAS
1106
Lloyd Advisory Services
Georgia
$2K -$750 -3 -27%
HCP
1107
Hexagon Capital Partners
Arkansas
$2K – – –
BWM
1108
Baystate Wealth Management
Massachusetts
$2K – – –
TCM
1109
Tradewinds Capital Management
Washington
$2K – – –
DAC
1110
Dividend Assets Capital
South Carolina
$2K +$2K +7 New
NSB
1111
Norway Savings Bank
Maine
$2K +$2K +7 New
SFO
1112
Standard Family Office
South Dakota
$2K +$2K +9 New
RC
1113
RegentAtlantic Capital
New Jersey
$1K -$50 -283 -5%
HGWM
1114
Harvest Group Wealth Management
Massachusetts
$1K – – –
SWM
1115
Sugarloaf Wealth Management
Georgia
$1K – – –
CFO
1116
CVA Family Office
Colorado
$1K – – –
TFM
1117
TFC Financial Management
Massachusetts
$1K – – –
AP
1118
Atwood & Palmer
Missouri
$1K – – –
LWANC
1119
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K +$333 +1 +50%
APC
1120
Aspire Private Capital
North Carolina
$1K +$1K +3 New
APWA
1121
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +5 New
ED
1122
Exane Derivatives
France
$657 -$1.31K -6 -67%
NDSI
1123
Newman Dignan & Sheerar Inc
Rhode Island
$282 – +1 +0.1%
WOSD
1124
WFA of San Diego
California
$219 +$219 +100 New
TI
1125
tru Independence
Oregon
$40 +$1 +3 +2%
43 44
45
46 47