Constellation Brands
STZ
1,153 hedge funds and large institutions have $32B invested in Constellation Brands in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 507 increasing their positions, 363 reducing their positions, and 85 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 507 | Existing positions reduced: 363
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
5% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 85
1% more capital invested
Capital invested by funds: $31.8B → $32B (+$249M)
0% less funds holding
Funds holding: 1,156 → 1,153 (-3)
0.92% less ownership
Funds ownership: 81.89% → 80.97% (-0.92%)
29% less call options, than puts
Call options by funds: $603M | Put options by funds: $845M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$253M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$133M |
| 3 |
HMP
HS Management Partners
New York
|
+$132M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$129M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.04B |
| 2 |
JP Morgan Chase
New York
|
-$364M |
| 3 |
MG
Meritage Group
San Francisco,
California
|
-$309M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$150M |
| 5 |
CG
Carmignac Gestion
Paris,
France
|
-$131M |
STZ Hedge Fund Activity: Q2 2021 in Review
1,153 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2021, worth a combined $32B — up 0.78% from $31.8B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new STZ positions and 85 closed out — a net gain of 4 holders — while 507 added to existing stakes and 363 trimmed.
The largest buyer was Capital World Investors, adding an estimated $253M. The largest seller was Capital Research Global Investors, cutting an estimated $1.04B.
- 1,153 institutional investors held Constellation Brands (STZ) as of Q2 2021, down from 1,156 in Q1 2021.
- Funds reported $32B of Constellation Brands stock for Q2 2021, up 0.78% quarter-over-quarter.
- 89 funds opened new Constellation Brands positions in Q2 2021 and 85 closed out, a net change of +4 holders.
- The largest Constellation Brands buyer in Q2 2021 was Capital World Investors, an estimated $253M added.
- The largest Constellation Brands seller in Q2 2021 was Capital Research Global Investors, an estimated $1.04B sold.
Based on aggregated 13F filings for Q2 2021.