Constellation Brands
699 hedge funds and large institutions have $23B invested in Constellation Brands in 2016 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 278 increasing their positions, 245 reducing their positions, and 59 closing their positions.
68% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 59
13% more repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 245
9% more funds holding in top 10
Funds holding in top 10: 45 → 49 (+4)
7% more capital invested
Capital invested by funds: $21.4B → $23B (+$1.6B)
5% more funds holding
Funds holding: 667 → 699 (+32)
0.17% less ownership
Funds ownership: 86.81% → 86.64% (-0.17%)
11% less call options, than puts
Call options by funds: $181M | Put options by funds: $203M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$129M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$119M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$111M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$86.9M |
| 5 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$78.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
-$200M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$122M |
| 3 |
D.E. Shaw & Co
New York
|
-$97.7M |
| 4 |
Goldman Sachs
New York
|
-$78.4M |
| 5 |
JP Morgan Chase
New York
|
-$78.1M |
STZ Hedge Fund Activity: Q1 2016 in Review
699 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q1 2016, worth a combined $23B — up 7.5% from $21.4B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new STZ positions and 59 closed out — a net gain of 40 holders — while 278 added to existing stakes and 245 trimmed.
The largest buyer was Jennison Associates, adding an estimated $129M. The largest seller was Eagle Capital Management (New York), cutting an estimated $200M.
- 699 institutional investors held Constellation Brands (STZ) as of Q1 2016, up from 667 in Q4 2015.
- Funds reported $23B of Constellation Brands stock for Q1 2016, up 7.5% quarter-over-quarter.
- 99 funds opened new Constellation Brands positions in Q1 2016 and 59 closed out, a net change of +40 holders.
- The largest Constellation Brands buyer in Q1 2016 was Jennison Associates, an estimated $129M added.
- The largest Constellation Brands seller in Q1 2016 was Eagle Capital Management (New York), an estimated $200M sold.
Based on aggregated 13F filings for Q1 2016.