Constellation Brands
1,254 hedge funds and large institutions have $35.7B invested in Constellation Brands in 2023 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 461 increasing their positions, 480 reducing their positions, and 75 closing their positions.
56% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 75
41% more funds holding in top 10
Funds holding in top 10: 17 → 24 (+7)
2% more funds holding
Funds holding: 1,229 → 1,254 (+25)
9% more call options, than puts
Call options by funds: $572M | Put options by funds: $525M
0.47% less ownership
Funds ownership: 78.08% → 77.61% (-0.47%)
4% less repeat investments, than reductions
Existing positions increased: 461 | Existing positions reduced: 480
5% less capital inflows, than outflows
Capital inflows: $2.55B | Capital outflows: $2.68B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$565M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$290M |
| 3 |
DCP
Darsana Capital Partners
New York
|
+$170M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$150M |
| 5 |
Millennium Management
New York
|
+$94.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$521M |
| 2 |
JP Morgan Chase
New York
|
-$302M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$183M |
| 4 |
VanEck Associates
New York
|
-$139M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$112M |
STZ Hedge Fund Activity: Q3 2023 in Review
1,254 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q3 2023, worth a combined $35.7B — up 1.6% from $35.2B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new STZ positions and 75 closed out — a net gain of 42 holders — while 461 added to existing stakes and 480 trimmed.
The largest buyer was Capital World Investors, adding an estimated $565M. The largest seller was Barclays, cutting an estimated $521M.
- 1,254 institutional investors held Constellation Brands (STZ) as of Q3 2023, up from 1,229 in Q2 2023.
- Funds reported $35.7B of Constellation Brands stock for Q3 2023, up 1.6% quarter-over-quarter.
- 117 funds opened new Constellation Brands positions in Q3 2023 and 75 closed out, a net change of +42 holders.
- The largest Constellation Brands buyer in Q3 2023 was Capital World Investors, an estimated $565M added.
- The largest Constellation Brands seller in Q3 2023 was Barclays, an estimated $521M sold.
Based on aggregated 13F filings for Q3 2023.