Constellation Brands
1,227 hedge funds and large institutions have $33.8B invested in Constellation Brands in 2021 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 456 increasing their positions, 387 reducing their positions, and 86 closing their positions.
135% more first-time investments, than exits
New positions opened: 202 | Existing positions closed: 86
54% more funds holding in top 10
Funds holding in top 10: 13 → 20 (+7)
22% more capital invested
Capital invested by funds: $27.8B → $33.8B (+$6B)
18% more repeat investments, than reductions
Existing positions increased: 456 | Existing positions reduced: 387
9% more funds holding
Funds holding: 1,127 → 1,227 (+100)
3.83% more ownership
Funds ownership: 78.49% → 82.31% (+3.8%)
15% less call options, than puts
Call options by funds: $461M | Put options by funds: $542M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
+$853M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$448M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$215M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$167M |
| 5 |
Neuberger Berman Group
New York
|
+$164M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$322M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$153M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$149M |
| 4 |
D.E. Shaw & Co
New York
|
-$132M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$84.6M |
STZ Hedge Fund Activity: Q4 2021 in Review
1,227 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q4 2021, worth a combined $33.8B — up 22% from $27.8B a quarter earlier.
Buyers outnumbered sellers: 202 funds opened new STZ positions and 86 closed out — a net gain of 116 holders — while 456 added to existing stakes and 387 trimmed.
The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $853M. The largest seller was Citadel Advisors, cutting an estimated $322M.
- 1,227 institutional investors held Constellation Brands (STZ) as of Q4 2021, up from 1,127 in Q3 2021.
- Funds reported $33.8B of Constellation Brands stock for Q4 2021, up 22% quarter-over-quarter.
- 202 funds opened new Constellation Brands positions in Q4 2021 and 86 closed out, a net change of +116 holders.
- The largest Constellation Brands buyer in Q4 2021 was Aristotle Capital Management, an estimated $853M added.
- The largest Constellation Brands seller in Q4 2021 was Citadel Advisors, an estimated $322M sold.
Based on aggregated 13F filings for Q4 2021.