Constellation Brands
609 hedge funds and large institutions have $18.9B invested in Constellation Brands in 2015 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 242 increasing their positions, 202 reducing their positions, and 42 closing their positions.
86% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 42
71% more funds holding in top 10
Funds holding in top 10: 24 → 41 (+17)
20% more repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 202
10% more capital invested
Capital invested by funds: $17.3B → $18.9B (+$1.66B)
6% more funds holding
Funds holding: 575 → 609 (+34)
1.3% more ownership
Funds ownership: 86.59% → 87.88% (+1.3%)
31% less call options, than puts
Call options by funds: $124M | Put options by funds: $179M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$578M |
| 2 |
VM
Valinor Management
New York
|
+$102M |
| 3 |
Bank of New York Mellon
New York
|
+$78.5M |
| 4 |
SC
Samlyn Capital
New York
|
+$67.8M |
| 5 |
ESG
Emerging Sovereign Group
New York
|
+$61.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
-$227M |
| 2 |
JP Morgan Chase
New York
|
-$214M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$205M |
| 4 |
Morgan Stanley
New York
|
-$58.7M |
| 5 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
-$44.4M |
STZ Hedge Fund Activity: Q3 2015 in Review
609 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q3 2015, worth a combined $18.9B — up 9.6% from $17.3B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new STZ positions and 42 closed out — a net gain of 36 holders — while 242 added to existing stakes and 202 trimmed.
The largest buyer was Lone Pine Capital, opening a new position worth an estimated $578M. The largest seller was Eagle Capital Management (New York), cutting an estimated $227M.
- 609 institutional investors held Constellation Brands (STZ) as of Q3 2015, up from 575 in Q2 2015.
- Funds reported $18.9B of Constellation Brands stock for Q3 2015, up 9.6% quarter-over-quarter.
- 78 funds opened new Constellation Brands positions in Q3 2015 and 42 closed out, a net change of +36 holders.
- The largest Constellation Brands buyer in Q3 2015 was Lone Pine Capital, an estimated $578M added.
- The largest Constellation Brands seller in Q3 2015 was Eagle Capital Management (New York), an estimated $227M sold.
Based on aggregated 13F filings for Q3 2015.