Constellation Brands
STZ
1,216 hedge funds and large institutions have $30.3B invested in Constellation Brands in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 433 increasing their positions, 468 reducing their positions, and 77 closing their positions.
110% more funds holding in top 10
Funds holding in top 10: 10 → 21 (+11)
38% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 77
1% more funds holding
Funds holding: 1,203 → 1,216 (+13)
2% less capital invested
Capital invested by funds: $31.1B → $30.3B (-$770M)
7% less repeat investments, than reductions
Existing positions increased: 433 | Existing positions reduced: 468
1.36% less ownership
Funds ownership: 82.05% → 80.69% (-1.4%)
31% less call options, than puts
Call options by funds: $433M | Put options by funds: $631M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$298M |
| 2 |
Morgan Stanley
New York
|
+$156M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$114M |
| 4 |
Millennium Management
New York
|
+$102M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$90.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$779M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$512M |
| 3 |
JP Morgan Chase
New York
|
-$124M |
| 4 |
HMP
HS Management Partners
New York
|
-$105M |
| 5 |
VanEck Associates
New York
|
-$91.1M |
STZ Hedge Fund Activity: Q2 2022 in Review
1,216 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2022, worth a combined $30.3B — down 2.5% from $31.1B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new STZ positions and 77 closed out — a net gain of 29 holders — while 433 added to existing stakes and 468 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $298M. The largest seller was Harris Associates, cutting an estimated $779M.
- 1,216 institutional investors held Constellation Brands (STZ) as of Q2 2022, up from 1,203 in Q1 2022.
- Funds reported $30.3B of Constellation Brands stock for Q2 2022, down 2.5% quarter-over-quarter.
- 106 funds opened new Constellation Brands positions in Q2 2022 and 77 closed out, a net change of +29 holders.
- The largest Constellation Brands buyer in Q2 2022 was Fidelity Investments, an estimated $298M added.
- The largest Constellation Brands seller in Q2 2022 was Harris Associates, an estimated $779M sold.
Based on aggregated 13F filings for Q2 2022.