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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 %
IBOK
676
Independence Bank of Kentucky
Kentucky
$836K +$84.9K +384 +11%
MYAM
677
Meiji Yasuda Asset Management
Japan
$833K -$4.42K -20 -0.5%
SC
678
Savant Capital
Illinois
$831K +$123K +558 +17%
DAS
679
Diversify Advisory Services
Utah
$829K -$17.3K -95 -2%
WIA
680
World Investment Advisors
California
$826K +$263K +1,189 +47%
SIA
681
Schear Investment Advisers
Ohio
$825K -$90.4K -409 -10%
DA
682
Dover Advisors
Virginia
$825K -$24.8K -112 -3%
TF
683
Tompkins Financial
New York
$821K -$5.53K -25 -0.7%
PSB
684
Piscataqua Savings Bank
New Hampshire
$808K -$4.64K -21 -0.6%
STA
685
Summit Trail Advisors
New York
$807K +$160K +725 +25%
ECA
686
Elevate Capital Advisors
Colorado
$793K +$793K +3,589 New
KIA
687
KCM Investment Advisors
California
$783K +$35.8K +162 +5%
FCA
688
FLC Capital Advisors
California
$782K – – –
AB
689
ANB Bank
Colorado
$773K +$773K +3,497 New
HTC
690
Haverford Trust Company
Pennsylvania
$772K +$87.1K +394 +13%
JWBC
691
J.W. Burns & Co
New York
$770K -$112K -505 -13%
CWM
692
Congress Wealth Management
Massachusetts
$767K +$48K +217 +7%
CNFG
693
Creegan & Nassoura Financial Group
New Hampshire
$762K – – –
BG
694
Bahl & Gaynor
Ohio
$761K -$22.8K -103 -3%
AGAM
695
Audent Global Asset Management
California
$757K +$472K +2,136 +165%
FHB
696
First Hawaiian Bank
Hawaii
$757K -$78.7K -356 -9%
BOTPPF
697
Board of the Pension Protection Fund
United Kingdom
$751K +$751K +3,400 New
EM
698
ELCO Management
New York
$749K – – –
PWM
699
Prentice Wealth Management
New York
$745K -$29.8K -135 -4%
SWA
700
SFMG Wealth Advisors
Texas
$740K +$442 +2 +0.1%
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