Constellation Brands
1,129 hedge funds and large institutions have $27.8B invested in Constellation Brands in 2021 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 468 increasing their positions, 394 reducing their positions, and 92 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 468 | Existing positions reduced: 394
7% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 92
2% less funds holding
Funds holding: 1,153 → 1,129 (-24)
2.49% less ownership
Funds ownership: 80.97% → 78.49% (-2.5%)
11% less call options, than puts
Call options by funds: $593M | Put options by funds: $666M
13% less capital invested
Capital invested by funds: $32B → $27.8B (-$4.17B)
32% less funds holding in top 10
Funds holding in top 10: 19 → 13 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$372M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$312M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$199M |
| 4 |
D.E. Shaw & Co
New York
|
+$115M |
| 5 |
Morgan Stanley
New York
|
+$97.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$818M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$546M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$305M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$278M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$190M |
STZ Hedge Fund Activity: Q3 2021 in Review
1,129 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q3 2021, worth a combined $27.8B — down 13% from $32B a quarter earlier.
Sellers outnumbered buyers: 92 funds closed out of STZ and 86 opened new positions — a net loss of 6 holders — while 394 trimmed existing stakes and 468 added.
The largest buyer was AllianceBernstein, adding an estimated $372M. The largest seller was Bank of America, cutting an estimated $818M.
- 1,129 institutional investors held Constellation Brands (STZ) as of Q3 2021, down from 1,153 in Q2 2021.
- Funds reported $27.8B of Constellation Brands stock for Q3 2021, down 13% quarter-over-quarter.
- 86 funds opened new Constellation Brands positions in Q3 2021 and 92 closed out, a net change of -6 holders.
- The largest Constellation Brands buyer in Q3 2021 was AllianceBernstein, an estimated $372M added.
- The largest Constellation Brands seller in Q3 2021 was Bank of America, an estimated $818M sold.
Based on aggregated 13F filings for Q3 2021.