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Constellation Brands
STZ

Overview Fund Activity

1,326 hedge funds and large institutions have $32.8B invested in Constellation Brands in 2024 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 415 increasing their positions, 540 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,326
Holders Change
+15
Holders Change %
+1.14%
% of All Funds
17.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
182
Increased
415
Reduced
540
Closed
148
Calls
$371M
Puts
$540M
Net Calls
-$169M
Net Calls Change
+$114M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.24B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$403M
3
DCP
D1 Capital Partners
New York
+$220M
4
VanEck Associates
VanEck Associates
New York
+$194M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$163M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.34B
2
Boston Partners
Boston Partners
Massachusetts
-$245M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$141M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$139M
5
Franklin Resources
Franklin Resources
California
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
426
Sandy Spring Bank
Maryland
$2.76M -$775K -3,507 -22%
BPA
427
Beacon Pointe Advisors
California
$2.75M -$333K -1,508 -11%
LFAS
428
Level Four Advisory Services
Texas
$2.73M +$166K +753 +6%
DC
429
Davenport & Co
Virginia
$2.71M +$164K +740 +6%
BAM
430
Belpointe Asset Management
Nevada
$2.7M +$241K +1,002 +10%
PFS
431
Prospera Financial Services
Texas
$2.68M +$1.81M +8,207 +209%
MCB
432
Morton Community Bank
Illinois
$2.67M +$57.5K +260 +2%
IWC
433
Integrated Wealth Concepts
Massachusetts
$2.67M +$386K +1,748 +17%
CIBC Private Wealth Group
434
CIBC Private Wealth Group
Georgia
$2.66M -$485K -2,214 -15%
RBI
435
Raiffeisen Bank International
Austria
$2.66M +$2.66M +12,095 New
VPIM
436
Vanguard Personalized Indexing Management
California
$2.58M +$480K +2,173 +23%
PTC
437
Private Trust Company
Ohio
$2.55M – – –
VIM
438
Vista Investment Management
Pennsylvania
$2.54M +$18.6K +84 +0.7%
ASN
439
Advisory Services Network
Georgia
$2.51M -$219K -990 -8%
PVI
440
Pine Valley Investments
New Jersey
$2.5M -$317K -1,435 -11%
Jones Financial Companies
441
Jones Financial Companies
Missouri
$2.46M +$732K +3,312 +42%
IA
442
IFP Advisors
Florida
$2.45M -$6.33M -5,425 -72%
CS
443
Candriam SCA
Luxembourg
$2.44M +$19.4K +88 +0.8%
GAM
444
Groupama Asset Management
France
$2.44M -$2.23M -10,168 -48%
BF
445
BOK Financial
Oklahoma
$2.41M -$1.19M -6,569 -33%
KRS
446
Kentucky Retirement Systems
Kentucky
$2.38M -$32.9K -149 -1%
FMWA
447
Forvis Mazars Wealth Advisors
Missouri
$2.37M -$183K -826 -7%
KWM
448
Koa Wealth Management
California
$2.33M -$30.3K -137 -1%
AAM
449
AR Asset Management
California
$2.33M -$5.53K -25 -0.2%
IGAM
450
iA Global Asset Management
Quebec, Canada
$2.3M +$1.77M +7,990 +331%
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