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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
$409M
2
Citadel Advisors
Citadel Advisors
Florida
$454M
3
Capital World Investors
Capital World Investors
California
$1.44B
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$220M
5
Morgan Stanley
Morgan Stanley
New York
$449M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$459M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$205M
3
Capital Research Global Investors
Capital Research Global Investors
California
$58.1M
4
DZ Bank
DZ Bank
Germany
$41.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
1101
Graves Light Lenhart Wealth
Virginia
$2K – – –
LFG
1102
Larson Financial Group
Missouri
$2K – – –
LAS
1103
Lloyd Advisory Services
Georgia
$2K – – –
DAM
1104
Delta Asset Management
Tennessee
$2K +$2K +10 New
YAL
1105
Your Advocates Ltd
Texas
$2K +$2K +10 New
CFO
1106
CVA Family Office
Colorado
$1K -$35.3K -141 -97%
Jones Financial Companies
1107
Jones Financial Companies
Missouri
$1K -$500 -3 -33%
SWM
1108
Sugarloaf Wealth Management
Georgia
$1K – – –
GAM
1109
Gemmer Asset Management
California
$1K – – –
AP
1110
Atwood & Palmer
Missouri
$1K – – –
PMFA
1111
Plante Moran Financial Advisors
Michigan
$1K – – –
TFM
1112
TFC Financial Management
Massachusetts
$1K – – –
CWC
1113
Carolinas Wealth Consulting
North Carolina
$1K – – –
MA
1114
MCF Advisors
Kentucky
$1K +$1K +6 New
ED
1115
Exane Derivatives
France
$632 – – –
LIA
1116
LBMC Investment Advisors
Tennessee
$216 +$17 +89 +9%
BBHC
1117
Brown Brothers Harriman & Co
New York
$150 +$4 +19 +3%
BCPEMI
1118
Bain Capital Public Equity Management II
Massachusetts
– -$91M -388,963 Closed
AIM
1119
Artemis Investment Management
United Kingdom
– -$37.7M -160,887 Closed
MG
1120
Meritage Group
California
– -$34.1M -145,591 Closed
PR
1121
Payden & Rygel
California
– -$22.6M -96,700 Closed
VNIM
1122
Vaughan Nelson Investment Management
Texas
– -$19.2M -81,960 Closed
ADEF
1123
Adams Diversified Equity Fund
Maryland
– -$17.3M -74,100 Closed
MGIM
1124
M&G Investment Management
United Kingdom
– -$16.7K -71,332 Closed
HF
1125
HRT Financial
New York
– -$9.98M -42,668 Closed
43 44
45
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