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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 %
MLFP
1126
MPS Loria Financial Planners
Illinois
$3K -$5K -25 -63%
Jones Financial Companies
1127
Jones Financial Companies
Missouri
$3K -$3.23K -14 -52%
SWA
1128
SOA Wealth Advisors
New York
$3K – – –
EWA
1129
Evolution Wealth Advisors
Florida
$3K – – –
APC
1130
Aspire Private Capital
North Carolina
$3K +$2.4K +12 +400%
LFG
1131
Larson Financial Group
Missouri
$2K -$7.75K -31 -79%
SFO
1132
Standard Family Office
South Dakota
$2K – – –
TCM
1133
Tradewinds Capital Management
Washington
$2K – – –
HFS
1134
Horizon Financial Services
North Carolina
$2K – – –
HCP
1135
Hexagon Capital Partners
Arkansas
$2K – – –
LAS
1136
Lloyd Advisory Services
Georgia
$2K – – –
APWA
1137
Atlas Private Wealth Advisors
New Jersey
$2K +$750 +3 +60%
GLLW
1138
Graves Light Lenhart Wealth
Virginia
$2K +$2K +10 New
FWM
1139
Filbrandt Wealth Management
Wisconsin
$2K +$2K +10 New
TFM
1140
TFC Financial Management
Massachusetts
$1K – – –
AP
1141
Atwood & Palmer
Missouri
$1K – – –
LWANC
1142
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
MCM
1143
MV Capital Management
Maryland
$1K +$1K +6 New
ED
1144
Exane Derivatives
France
$684 – – –
BBHC
1145
Brown Brothers Harriman & Co
New York
$136 -$457 -2,008 -77%
SWM
1146
Sugarloaf Wealth Management
Georgia
$1 – – –
PCM
1147
Palestra Capital Management
New York
– -$193M -878,918 Closed
BGI
1148
BlueDrive Global Investors
United Kingdom
– -$64.8M -295,800 Closed
MGIM
1149
M&G Investment Management
United Kingdom
– -$40.5K -185,009 Closed
JCM
1150
Janney Capital Management
Pennsylvania
– -$9.24M -42,167 Closed
44 45
46
47 48