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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 %
TRCT
451
Tower Research Capital (TRC)
New York
$2.29M +$1.13M +5,092 +97%
SMI
452
Shelter Mutual Insurance
Missouri
$2.28M – – –
WR
453
WD Rutherford
Oregon
$2.26M -$106K -481 -4%
NWM
454
Northcape Wealth Management
New York
$2.2M +$8.18K +37 +0.4%
BPC
455
Bryce Point Capital
New York
$2.2M +$2.2M +9,954 New
TGAM
456
TBH Global Asset Management
Tennessee
$2.2M +$1.11K +5 +0.1%
FNT
457
First National Trust
Pennsylvania
$2.19M -$3.61M -16,345 -62%
NA
458
NewEdge Advisors
Louisiana
$2.18M +$715K +3,236 +49%
JC
459
Joho Capital
New York
$2.17M – – –
TBA
460
Tower Bridge Advisors
Pennsylvania
$2.16M -$62.8K -284 -3%
WP
461
WealthPLAN Partners
Nebraska
$2.15M -$630K -2,850 -23%
IC
462
IEQ Capital
California
$2.15M +$1.53M +6,942 +249%
Boston Partners
463
Boston Partners
Massachusetts
$2.15M -$245M -1,109,023 -99%
OHIS
464
Oak Harvest Investment Services
Texas
$2.14M -$446K -2,020 -17%
HIMCH
465
Hartford Investment Management Co (HIMCO)
Connecticut
$2.14M -$41.3K -187 -2%
Teacher Retirement System of Texas
466
Teacher Retirement System of Texas
Texas
$2.13M +$1.89M +8,538 +778%
Balyasny Asset Management
467
Balyasny Asset Management
Illinois
$2.12M -$22.8M -103,357 -91%
WCM
468
Wisconsin Capital Management
Wisconsin
$2.12M -$199K -901 -9%
HSA
469
HBK Sorce Advisory
Pennsylvania
$2.1M -$513K -2,323 -20%
KeyBank National Association
470
KeyBank National Association
Ohio
$2.08M -$178K -807 -8%
ACM
471
Aurdan Capital Management
Pennsylvania
$2.08M +$2.08M +9,390 New
GWMIA
472
Global Wealth Management Investment Advisory
Florida
$2.04M +$335K +1,514 +20%
FBT
473
First Bankers Trust
Kentucky
$2M +$213K +966 +12%
DEA
474
DoubleLine ETF Adviser
Florida
$1.96M +$50.6K +229 +3%
CCA
475
Cobblestone Capital Advisors
New York
$1.94M – – –
17 18
19
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