Constellation Brands
1,019 hedge funds and large institutions have $27.6B invested in Constellation Brands in 2019 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 429 increasing their positions, 349 reducing their positions, and 86 closing their positions.
35% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 86
23% more repeat investments, than reductions
Existing positions increased: 429 | Existing positions reduced: 349
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
15% more capital invested
Capital invested by funds: $24B → $27.6B (+$3.59B)
1.9% more ownership
Funds ownership: 82.28% → 84.18% (+1.9%)
2% more funds holding
Funds holding: 1,002 → 1,019 (+17)
18% less call options, than puts
Call options by funds: $703M | Put options by funds: $853M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.47B |
| 2 |
Jennison Associates
New York
|
+$291M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$273M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$206M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$185M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$865M |
| 2 |
BlackRock
New York
|
-$245M |
| 3 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
-$197M |
| 4 |
TP
Third Point
New York
|
-$184M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$144M |
STZ Hedge Fund Activity: Q2 2019 in Review
1,019 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2019, worth a combined $27.6B — up 15% from $24B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new STZ positions and 86 closed out — a net gain of 30 holders — while 429 added to existing stakes and 349 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $1.47B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $865M sold.
- 1,019 institutional investors held Constellation Brands (STZ) as of Q2 2019, up from 1,002 in Q1 2019.
- Funds reported $27.6B of Constellation Brands stock for Q2 2019, up 15% quarter-over-quarter.
- 116 funds opened new Constellation Brands positions in Q2 2019 and 86 closed out, a net change of +30 holders.
- The largest Constellation Brands buyer in Q2 2019 was Capital Research Global Investors, an estimated $1.47B added.
- The largest Constellation Brands seller in Q2 2019 was Lone Pine Capital, an estimated $865M sold.
Based on aggregated 13F filings for Q2 2019.