We are live on ! Find out more
STZ icon

Constellation Brands

885 hedge funds and large institutions have $33.2B invested in Constellation Brands in 2017 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 336 increasing their positions, 283 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $4.01B | Put options by funds: $1.2B

183% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 283

12% more capital invested

Capital invested by funds: $29.5B → $33.2B (+$3.66B)

11% more funds holding

Funds holding: 794885 (+91)

0% more funds holding in top 10

Funds holding in top 10: 4444 (0)

1.64% less ownership

Funds ownership: 86.02%84.37% (-1.6%)

Holders
885
Holders Change
+91
Holders Change %
+11.46%
% of All Funds
20.07%
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1%
New
150
Increased
336
Reduced
283
Closed
53
Calls
$4.01B
Puts
$1.2B
Net Calls
+$2.81B
Net Calls Change
+$1.01B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.74B +$40.3M +186,355 +2%
BlackRock
2
BlackRock
New York
$2.68B -$3.13M -14,477 -0.1%
State Street
3
State Street
Massachusetts
$1.57B +$23.8M +110,109 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.28B +$106M +490,697 +10%
LPC
5
Lone Pine Capital
Connecticut
$1.11B -$477M -2,206,973 -31%
Capital World Investors
6
Capital World Investors
California
$1.05B +$249M +1,153,600 +34%
KCM
7
Kensico Capital Management
Connecticut
$999M -$292M -1,349,800 -24%
Deutsche Bank
8
Deutsche Bank
Germany
$723M +$244M +1,128,840 +55%
SCP
9
Soroban Capital Partners
New York
$663M -$19.4M -89,752 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$615M -$65.4M -302,724 -10%
Morgan Stanley
11
Morgan Stanley
New York
$611M +$47M +217,635 +9%
ECU
12
Egerton Capital (UK)
United Kingdom
$595M -$101M -466,062 -15%
TP
13
Third Point
New York
$571M
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$569M +$9.68M +44,802 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$455M -$2.65M -12,242 -0.6%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$452M +$8.33M +38,521 +2%
Northern Trust
17
Northern Trust
Illinois
$419M -$11.3M -52,341 -3%
Bank of America
18
Bank of America
North Carolina
$416M +$39.2M +181,141 +11%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$384M +$19.2M +88,681 +6%
AllianceBernstein
20
AllianceBernstein
Tennessee
$357M -$10.6M -49,210 -3%
Wells Fargo
21
Wells Fargo
California
$355M -$43.2M -200,069 -11%
American Century Companies
22
American Century Companies
Missouri
$350M -$12M -55,568 -3%
MCM
23
Melvin Capital Management
New York
$323M +$81.3M +376,235 +36%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$320M -$23.6M -109,296 -7%
SIG
25
Senator Investment Group
New York
$320M -$75.7M -350,000 -20%

STZ Hedge Fund Activity: Q4 2017 in Review

885 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q4 2017, worth a combined $33.2B — up 12% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new STZ positions and 53 closed out — a net gain of 97 holders — while 336 added to existing stakes and 283 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $254M. The largest seller was Lone Pine Capital, cutting an estimated $477M.

  • 885 institutional investors held Constellation Brands (STZ) as of Q4 2017, up from 794 in Q3 2017.
  • Funds reported $33.2B of Constellation Brands stock for Q4 2017, up 12% quarter-over-quarter.
  • 150 funds opened new Constellation Brands positions in Q4 2017 and 53 closed out, a net change of +97 holders.
  • The largest Constellation Brands buyer in Q4 2017 was Arrowstreet Capital, an estimated $254M added.
  • The largest Constellation Brands seller in Q4 2017 was Lone Pine Capital, an estimated $477M sold.

Based on aggregated 13F filings for Q4 2017.