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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 %
OAC
526
OMERS Administration Corp
Ontario, Canada
$1.52M +$259K +1,173 +21%
PT
527
Plimoth Trust
Massachusetts
$1.52M +$57.7K +261 +4%
AIM
528
Aigen Investment Management
New York
$1.51M +$1.51M +6,839 New
CSI
529
Cross Staff Investments
New York
$1.5M – – –
LTAS
530
Linden Thomas Advisory Services
North Carolina
$1.5M -$34.3K -155 -2%
DFCM
531
Dark Forest Capital Management
Puerto Rico
$1.49M +$1.27M +5,756 +586%
A
532
Allianz
Germany
$1.47M -$4.61K -21 -0.3%
MC
533
Machina Capital
France
$1.46M +$1.46M +6,627 New
OSAM
534
O'Shaughnessy Asset Management
Connecticut
$1.46M -$172K -780 -11%
AWS
535
Atria Wealth Solutions
New York
$1.43M -$119K -538 -8%
BRWA
536
B. Riley Wealth Advisors
Florida
$1.43M -$156K -708 -10%
SP
537
SWS Partners
Ohio
$1.42M -$956K -4,328 -40%
SCI
538
Stableford Capital II
Arizona
$1.42M -$13.3K -60 -0.9%
MSFP
539
Mark Sheptoff Financial Planning
Connecticut
$1.41M -$55.3K -250 -4%
FCA
540
Fortis Capital Advisors
Kansas
$1.41M +$192K +799 +16%
JCM
541
Jacobi Capital Management
Pennsylvania
$1.4M +$22.3K +101 +2%
CL
542
Choreo LLC
Illinois
$1.4M -$81.7K -371 -6%
USGIU
543
U.S. Global Investors (USGI)
Texas
$1.39M +$522K +2,360 +60%
BFA
544
Benedict Financial Advisors
Georgia
$1.39M +$3.54K +16 +0.3%
HS
545
HighVista Strategies
Massachusetts
$1.37M +$1.37M +6,200 New
PIM
546
Penobscot Investment Management
Massachusetts
$1.36M – – –
MP
547
McDonald Partners
Ohio
$1.36M +$93.5K +423 +7%
AS
548
Altshuler Shaham
Israel
$1.35M -$53.9K -244 -4%
XWM
549
Xcel Wealth Management
Florida
$1.35M -$64.5K -292 -5%
BPCE
550
Bank Pictet & Cie (Europe)
Germany
$1.35M +$383K +1,733 +40%
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