Constellation Brands
1,258 hedge funds and large institutions have $31.8B invested in Constellation Brands in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 450 increasing their positions, 450 reducing their positions, and 84 closing their positions.
85% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 84
4% more funds holding
Funds holding: 1,211 → 1,258 (+47)
3% more capital invested
Capital invested by funds: $30.9B → $31.8B (+$917M)
2% more call options, than puts
Call options by funds: $556M | Put options by funds: $548M
0% more repeat investments, than reductions
Existing positions increased: 450 | Existing positions reduced: 450
9.59% less ownership
Funds ownership: 83.69% → 74.1% (-9.6%)
21% less funds holding in top 10
Funds holding in top 10: 19 → 15 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$378M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$343M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$322M |
| 4 |
Morgan Stanley
New York
|
+$218M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$192M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$600M |
| 2 |
Amundi
Paris,
France
|
-$260M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$207M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$82.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$68.1M |
STZ Hedge Fund Activity: Q4 2022 in Review
1,258 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q4 2022, worth a combined $31.8B — up 3% from $30.9B a quarter earlier.
Buyers outnumbered sellers: 155 funds opened new STZ positions and 84 closed out — a net gain of 71 holders — while 450 added to existing stakes and 450 trimmed.
The largest buyer was Capital International Investors, adding an estimated $378M. The largest seller was Janus Henderson Group, cutting an estimated $600M.
- 1,258 institutional investors held Constellation Brands (STZ) as of Q4 2022, up from 1,211 in Q3 2022.
- Funds reported $31.8B of Constellation Brands stock for Q4 2022, up 3% quarter-over-quarter.
- 155 funds opened new Constellation Brands positions in Q4 2022 and 84 closed out, a net change of +71 holders.
- The largest Constellation Brands buyer in Q4 2022 was Capital International Investors, an estimated $378M added.
- The largest Constellation Brands seller in Q4 2022 was Janus Henderson Group, an estimated $600M sold.
Based on aggregated 13F filings for Q4 2022.