Constellation Brands
1,228 hedge funds and large institutions have $35.2B invested in Constellation Brands in 2023 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 419 increasing their positions, 467 reducing their positions, and 75 closing their positions.
60% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 75
50% more call options, than puts
Call options by funds: $624M | Put options by funds: $416M
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
13% more capital invested
Capital invested by funds: $31.2B → $35.2B (+$3.96B)
3% more funds holding
Funds holding: 1,189 → 1,228 (+39)
3.07% more ownership
Funds ownership: 75.08% → 78.15% (+3.1%)
10% less repeat investments, than reductions
Existing positions increased: 419 | Existing positions reduced: 467
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$348M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$331M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
+$139M |
| 4 |
Amundi
Paris,
France
|
+$130M |
| 5 |
EIM
Elliott Investment Management
West Palm Beach,
Florida
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$290M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$139M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$136M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$101M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$96.1M |
STZ Hedge Fund Activity: Q2 2023 in Review
1,228 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2023, worth a combined $35.2B — up 13% from $31.2B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new STZ positions and 75 closed out — a net gain of 45 holders — while 419 added to existing stakes and 467 trimmed.
The largest buyer was Barclays, adding an estimated $348M. The largest seller was T. Rowe Price Associates, cutting an estimated $290M.
- 1,228 institutional investors held Constellation Brands (STZ) as of Q2 2023, up from 1,189 in Q1 2023.
- Funds reported $35.2B of Constellation Brands stock for Q2 2023, up 13% quarter-over-quarter.
- 120 funds opened new Constellation Brands positions in Q2 2023 and 75 closed out, a net change of +45 holders.
- The largest Constellation Brands buyer in Q2 2023 was Barclays, an estimated $348M added.
- The largest Constellation Brands seller in Q2 2023 was T. Rowe Price Associates, an estimated $290M sold.
Based on aggregated 13F filings for Q2 2023.