We are live on ! Find out more
STZ icon

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
Public Sector Pension Investment Board (PSP Investments)
176
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.4M +$9.43M +47,640 +244%
Two Sigma Investments
177
Two Sigma Investments
New York
$13.2M -$744K -3,759 -5%
NIPH
178
NN Investment Partners Holdings
Netherlands
$13.1M -$4.3M -21,733 -25%
Toronto Dominion Bank
179
Toronto Dominion Bank
Ontario, Canada
$13M +$1.4M +7,086 +12%
VOYA Investment Management
180
VOYA Investment Management
Georgia
$13M -$228K -1,152 -2%
MA
181
MUFG Americas
New York
$12.7M -$1.51M -7,607 -11%
Simplex Trading
182
Simplex Trading
Illinois
$12.3M -$4.05M -20,483 -25%
AIA
183
Affinity Investment Advisors
California
$12.3M -$877K -4,431 -7%
Stifel Financial
184
Stifel Financial
Missouri
$12.2M +$686K +3,465 +6%
NC
185
Nicholas Company
Wisconsin
$11.6M +$14.8K +75 +0.1%
BPB
186
Badgley, Phelps & Bell
Washington
$11.2M +$66.1K +334 +0.6%
AAMU
187
Amundi Asset Management US
Massachusetts
$11.1M +$3.14M +15,853 +40%
HT
188
HAP Trading
New York
$11.1M -$8.07M -40,793 -42%
APG Asset Management
189
APG Asset Management
Netherlands
$11M +$3.07M +15,500 +39%
USAA
190
United Services Automobile Association
Texas
$10.7M +$57.8K +292 +0.5%
Loomis, Sayles & Company
191
Loomis, Sayles & Company
Massachusetts
$10.7M -$7.4M -37,391 -41%
SOMRS
192
State of Michigan Retirement System
Michigan
$10.4M -$831K -4,200 -7%
CNBT
193
Canandaigua National Bank & Trust
New York
$10.4M +$3.94M +19,897 +62%
UMA
194
USA Mutuals Advisors
Texas
$10.4M +$396K +2,000 +4%
CCMG
195
Clark Capital Management Group
Pennsylvania
$10.4M +$816K +4,122 +9%
ZIG
196
Zurich Insurance Group
Switzerland
$10.3M +$2.64M +13,322 +35%
AIG
197
American International Group
New York
$10.2M -$526K -2,659 -5%
HSA
198
HBK Sorce Advisory
Pennsylvania
$10.2M +$3.75M +18,949 +59%
HFS
199
HL Financial Services
Kentucky
$10.1M +$3.37M +17,019 +50%
Bank of Nova Scotia
200
Bank of Nova Scotia
Ontario, Canada
$10.1M -$1.12M -5,635 -10%

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.