Constellation Brands
499 hedge funds and large institutions have $12.5B invested in Constellation Brands in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 177 increasing their positions, 183 reducing their positions, and 43 closing their positions.
100% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 43
25% more funds holding in top 10
Funds holding in top 10: 24 → 30 (+6)
7% more funds holding
Funds holding: 465 → 499 (+34)
6% more call options, than puts
Call options by funds: $196M | Put options by funds: $185M
3% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 183
9% less capital inflows, than outflows
Capital inflows: $1.46B | Capital outflows: $1.61B
2.59% less ownership
Funds ownership: 90.84% → 88.25% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$128M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$121M |
| 3 |
Eaton Vance Management
Boston,
Massachusetts
|
+$111M |
| 4 |
Sirios Capital Management
Boston,
Massachusetts
|
+$104M |
| 5 |
Columbus Circle Investors
|
+$87.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Senator Investment Group
New York
|
-$153M |
| 2 |
Farallon Capital Management
San Francisco,
California
|
-$99.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$87.1M |
| 4 |
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$83.6M |
| 5 |
Goldman Sachs
New York
|
-$62.6M |
STZ Hedge Fund Activity: Q1 2014 in Review
499 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q1 2014, worth a combined $12.5B — up 18% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new STZ positions and 43 closed out — a net gain of 43 holders — while 177 added to existing stakes and 183 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $128M. The largest seller was Senator Investment Group, exiting entirely with an estimated $153M sold.
- 499 institutional investors held Constellation Brands (STZ) as of Q1 2014, up from 465 in Q4 2013.
- Funds reported $12.5B of Constellation Brands stock for Q1 2014, up 18% quarter-over-quarter.
- 86 funds opened new Constellation Brands positions in Q1 2014 and 43 closed out, a net change of +43 holders.
- The largest Constellation Brands buyer in Q1 2014 was JP Morgan Chase, an estimated $128M added.
- The largest Constellation Brands seller in Q1 2014 was Senator Investment Group, an estimated $153M sold.
Based on aggregated 13F filings for Q1 2014.