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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 %
Fidelity International
1201
Fidelity International
Bermuda
– -$63K -287 Closed
AWG
1202
Altus Wealth Group
Colorado
– -$48K -220 Closed
OIM
1203
Oder Investment Management
California
– -$46K -208 Closed
CAAS
1204
Capital Asset Advisory Services
Michigan
– -$43K -198 Closed
TI
1205
tru Independence
Oregon
– -$40 -183 Closed
GWM
1206
Greenhouse Wealth Management
Connecticut
– -$35K -160 Closed
CG
1207
Cutler Group
California
– -$35K -160 Closed
SIAG
1208
Safeguard Investment Advisory Group
California
– -$33K -154 Closed
FCH
1209
Freestone Capital Holdings
Washington
– -$33.2K -151 Closed
CWM
1210
Curi Wealth Management
North Carolina
– -$22K -101 Closed
CCA
1211
Childress Capital Advisors
Texas
– -$22K -101 Closed
WOSD
1212
WFA of San Diego
California
– -$219 -100 Closed
RWA
1213
Ropes Wealth Advisors
Massachusetts
– -$20K -93 Closed
TAM
1214
Tucker Asset Management
Colorado
– -$16.6K -76 Closed
FTDI
1215
First Trust Direct Indexing
Massachusetts
– -$15K -69 Closed
TPWA
1216
TRUE Private Wealth Advisors
Oregon
– -$7K -34 Closed
SFA
1217
Semmax Financial Advisors
North Carolina
– -$7K -30 Closed
APW
1218
Acima Private Wealth
Virginia
– -$6K -27 Closed
KCM
1219
Kathmere Capital Management
Pennsylvania
– -$5K -25 Closed
EI
1220
Ellevest Inc
New York
– -$4K -16 Closed
FNBOSM
1221
First National Bank of South Miami
Florida
– -$2K -10 Closed
DAC
1222
Dividend Assets Capital
South Carolina
– -$2K -7 Closed
NSB
1223
Norway Savings Bank
Maine
– -$2K -7 Closed
HGWM
1224
Harvest Group Wealth Management
Massachusetts
– -$1K -5 Closed
CAM
1225
CenterStar Asset Management
Illinois
– -$49K – –
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