Constellation Brands
STZ
718 hedge funds and large institutions have $25.1B invested in Constellation Brands in 2016 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 261 increasing their positions, 283 reducing their positions, and 50 closing their positions.
56% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 50
14% more call options, than puts
Call options by funds: $434M | Put options by funds: $382M
9% more capital invested
Capital invested by funds: $23B → $25.1B (+$2.08B)
4% more funds holding in top 10
Funds holding in top 10: 49 → 51 (+2)
3% more funds holding
Funds holding: 699 → 718 (+19)
0.97% less ownership
Funds ownership: 86.64% → 85.67% (-0.97%)
8% less repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 283
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$289M |
| 2 |
PC
PointState Capital
New York
|
+$155M |
| 3 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$121M |
| 4 |
Morgan Stanley
New York
|
+$109M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$92.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$156M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$111M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$109M |
| 4 |
HCM
Hoplite Capital Management
New York
|
-$101M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$93.6M |
STZ Hedge Fund Activity: Q2 2016 in Review
718 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2016, worth a combined $25.1B — up 9% from $23B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new STZ positions and 50 closed out — a net gain of 28 holders — while 261 added to existing stakes and 283 trimmed.
The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $289M. The largest seller was OppenheimerFunds, cutting an estimated $156M.
- 718 institutional investors held Constellation Brands (STZ) as of Q2 2016, up from 699 in Q1 2016.
- Funds reported $25.1B of Constellation Brands stock for Q2 2016, up 9% quarter-over-quarter.
- 78 funds opened new Constellation Brands positions in Q2 2016 and 50 closed out, a net change of +28 holders.
- The largest Constellation Brands buyer in Q2 2016 was Egerton Capital (UK), an estimated $289M added.
- The largest Constellation Brands seller in Q2 2016 was OppenheimerFunds, an estimated $156M sold.
Based on aggregated 13F filings for Q2 2016.