Constellation Brands
STZ
531 hedge funds and large institutions have $14.8B invested in Constellation Brands in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 163 increasing their positions, 223 reducing their positions, and 52 closing their positions.
56% more funds holding in top 10
Funds holding in top 10: 18 → 28 (+10)
25% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 52
18% more call options, than puts
Call options by funds: $103M | Put options by funds: $87.2M
16% more capital invested
Capital invested by funds: $12.8B → $14.8B (+$2B)
5.55% more ownership
Funds ownership: 86.9% → 92.46% (+5.6%)
1% more funds holding
Funds holding: 526 → 531 (+5)
27% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 223
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
ALPS Advisors
Denver,
Colorado
|
+$549M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$318M |
| 3 |
JP Morgan Chase
New York
|
+$297M |
| 4 |
HCM
Highline Capital Management
New York
|
+$134M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$240M |
| 2 |
D.E. Shaw & Co
New York
|
-$140M |
| 3 |
EPCM
Eton Park Capital Management
New York
|
-$125M |
| 4 |
Goldman Sachs
New York
|
-$78.6M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$56.1M |
STZ Hedge Fund Activity: Q4 2014 in Review
531 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q4 2014, worth a combined $14.8B — up 16% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new STZ positions and 52 closed out — a net gain of 13 holders — while 163 added to existing stakes and 223 trimmed.
The largest buyer was ALPS Advisors, adding an estimated $549M. The largest seller was Wells Fargo, cutting an estimated $240M.
- 531 institutional investors held Constellation Brands (STZ) as of Q4 2014, up from 526 in Q3 2014.
- Funds reported $14.8B of Constellation Brands stock for Q4 2014, up 16% quarter-over-quarter.
- 65 funds opened new Constellation Brands positions in Q4 2014 and 52 closed out, a net change of +13 holders.
- The largest Constellation Brands buyer in Q4 2014 was ALPS Advisors, an estimated $549M added.
- The largest Constellation Brands seller in Q4 2014 was Wells Fargo, an estimated $240M sold.
Based on aggregated 13F filings for Q4 2014.