Constellation Brands
1,027 hedge funds and large institutions have $29.1B invested in Constellation Brands in 2019 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 416 increasing their positions, 362 reducing their positions, and 81 closing their positions.
20% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 81
15% more repeat investments, than reductions
Existing positions increased: 416 | Existing positions reduced: 362
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
5% more capital invested
Capital invested by funds: $27.6B → $29.1B (+$1.44B)
1% more funds holding
Funds holding: 1,019 → 1,027 (+8)
0.32% less ownership
Funds ownership: 84.18% → 83.85% (-0.32%)
10% less call options, than puts
Call options by funds: $760M | Put options by funds: $848M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$207M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$168M |
| 3 |
Renaissance Technologies
New York
|
+$95.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$73.2M |
| 5 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$67.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$158M |
| 2 |
UIM
USS Investment Management
London,
United Kingdom
|
-$139M |
| 3 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
|
-$111M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$67.2M |
| 5 |
SCP
Soroban Capital Partners
New York
|
-$47.2M |
STZ Hedge Fund Activity: Q3 2019 in Review
1,027 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q3 2019, worth a combined $29.1B — up 5.2% from $27.6B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new STZ positions and 81 closed out — a net gain of 16 holders — while 416 added to existing stakes and 362 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $207M. The largest seller was Jennison Associates, cutting an estimated $158M.
- 1,027 institutional investors held Constellation Brands (STZ) as of Q3 2019, up from 1,019 in Q2 2019.
- Funds reported $29.1B of Constellation Brands stock for Q3 2019, up 5.2% quarter-over-quarter.
- 97 funds opened new Constellation Brands positions in Q3 2019 and 81 closed out, a net change of +16 holders.
- The largest Constellation Brands buyer in Q3 2019 was JP Morgan Chase, an estimated $207M added.
- The largest Constellation Brands seller in Q3 2019 was Jennison Associates, an estimated $158M sold.
Based on aggregated 13F filings for Q3 2019.