Constellation Brands
1,046 hedge funds and large institutions have $26.7B invested in Constellation Brands in 2020 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 394 increasing their positions, 389 reducing their positions, and 69 closing their positions.
42% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 69
9% more capital invested
Capital invested by funds: $24.6B → $26.7B (+$2.11B)
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
2% more funds holding
Funds holding: 1,027 → 1,046 (+19)
1% more repeat investments, than reductions
Existing positions increased: 394 | Existing positions reduced: 389
0.48% more ownership
Funds ownership: 83.57% → 84.04% (+0.48%)
24% less call options, than puts
Call options by funds: $428M | Put options by funds: $566M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$432M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$145M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$130M |
| 4 |
Two Sigma Advisers
New York
|
+$107M |
| 5 |
Two Sigma Investments
New York
|
+$87.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$158M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$147M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$144M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$101M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$92.2M |
STZ Hedge Fund Activity: Q3 2020 in Review
1,046 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q3 2020, worth a combined $26.7B — up 8.6% from $24.6B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new STZ positions and 69 closed out — a net gain of 29 holders — while 394 added to existing stakes and 389 trimmed.
The largest buyer was Capital World Investors, adding an estimated $432M. The largest seller was BlackRock, cutting an estimated $158M.
- 1,046 institutional investors held Constellation Brands (STZ) as of Q3 2020, up from 1,027 in Q2 2020.
- Funds reported $26.7B of Constellation Brands stock for Q3 2020, up 8.6% quarter-over-quarter.
- 98 funds opened new Constellation Brands positions in Q3 2020 and 69 closed out, a net change of +29 holders.
- The largest Constellation Brands buyer in Q3 2020 was Capital World Investors, an estimated $432M added.
- The largest Constellation Brands seller in Q3 2020 was BlackRock, an estimated $158M sold.
Based on aggregated 13F filings for Q3 2020.