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Constellation Brands

794 hedge funds and large institutions have $29.5B invested in Constellation Brands in 2017 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 303 increasing their positions, 286 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $2.9B | Put options by funds: $1.11B

63% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 48

3% more funds holding

Funds holding: 771794 (+23)

6% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 286

3% more capital invested

Capital invested by funds: $28.6B → $29.5B (+$916M)

0.18% more ownership

Funds ownership: 85.84%86.02% (+0.18%)

6% less funds holding in top 10

Funds holding in top 10: 4744 (-3)

Holders
794
Holders Change
+23
Holders Change %
+2.98%
% of All Funds
19.8%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
1.1%
New
78
Increased
303
Reduced
286
Closed
48
Calls
$2.9B
Puts
$1.11B
Net Calls
+$1.8B
Net Calls Change
+$908M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
101
Russell Investments Group
United Kingdom
$46.7M +$3.08M +15,540 +7%
Canada Pension Plan Investment Board
102
Canada Pension Plan Investment Board
Ontario, Canada
$45.7M +$9.56M +48,300 +27%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$45.7M -$6.46M -32,644 -12%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$44.6M -$453K -2,289 -1%
Adage Capital Partners
105
Adage Capital Partners
Massachusetts
$42.7M -$515K -2,600 -1%
HSC
106
Harbor Spring Capital
New York
$40.7M -$2.37M -12,000 -6%
BNP Paribas Asset Management
107
BNP Paribas Asset Management
France
$40.5M +$1.58M +8,003 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
108
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$40.2M +$33.1M +167,385 +501%
HNB
109
Huntington National Bank
Ohio
$40.1M +$1.36M +6,853 +4%
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$38.6M +$10M +50,650 +35%
HC
111
Hillman Company
Pennsylvania
$38.4M
Wolverine Trading
112
Wolverine Trading
Illinois
$38M +$5.25M +26,544 +16%
JMPWA
113
JP Morgan Private Wealth Advisors
California
$35.7M +$3.73M +18,843 +12%
Barclays
114
Barclays
United Kingdom
$35M -$7.74M -39,108 -18%
Citigroup
115
Citigroup
New York
$34.5M +$19.9M +100,651 +139%
MCM
116
McKinley Capital Management
Alaska
$34.5M -$5.54M -27,971 -14%
JG
117
Jefferies Group
New York
$33.5M +$8.82M +44,540 +36%
Ameriprise
118
Ameriprise
Minnesota
$33.2M -$59.2M -298,903 -64%
CCM
119
Conatus Capital Management
Connecticut
$33M -$22.8M -114,985 -41%
N
120
Natixis
France
$32.4M +$31.4M +158,505 +4,231%
Korea Investment Corp
121
Korea Investment Corp
South Korea
$31.8M -$376K -1,900 -1%
National Pension Service
122
National Pension Service
South Korea
$31.6M +$1.25M +6,312 +4%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$30.2M +$473K +2,388 +2%
CAM
124
ClariVest Asset Management
California
$30.2M -$1,000K -5,051 -3%
Canada Life
125
Canada Life
Manitoba, Canada
$29.6M +$1.55M +7,832 +6%

STZ Hedge Fund Activity: Q3 2017 in Review

794 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q3 2017, worth a combined $29.5B — up 3.2% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new STZ positions and 48 closed out — a net gain of 30 holders — while 303 added to existing stakes and 286 trimmed.

The largest buyer was PointState Capital, adding an estimated $173M. The largest seller was Jennison Associates, cutting an estimated $260M.

  • 794 institutional investors held Constellation Brands (STZ) as of Q3 2017, up from 771 in Q2 2017.
  • Funds reported $29.5B of Constellation Brands stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 78 funds opened new Constellation Brands positions in Q3 2017 and 48 closed out, a net change of +30 holders.
  • The largest Constellation Brands buyer in Q3 2017 was PointState Capital, an estimated $173M added.
  • The largest Constellation Brands seller in Q3 2017 was Jennison Associates, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2017.