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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 %
LF
726
LifePlan Financial
Minnesota
$654K +$395K +1,786 +152%
FC
727
Forte Capital
New York
$642K -$5.75K -26 -0.9%
AT
728
Arlington Trust
Alabama
$641K – – –
DAM
729
Diamant Asset Management
Connecticut
$640K -$133K -600 -17%
BP
730
Ballentine Partners
Massachusetts
$639K +$72.3K +327 +13%
AWM
731
Axxcess Wealth Management
California
$637K -$12.4K -56 -2%
EF
732
Empirical Finance
Pennsylvania
$636K +$6.41K +29 +1%
CF
733
Copperwynd Financial
Arizona
$636K -$57.9K -262 -8%
IB
734
Intrust Bank
Kansas
$632K -$50.8K -230 -7%
Wealthfront Advisers
735
Wealthfront Advisers
California
$631K -$55.3K -250 -8%
VA
736
Vident Advisory
Georgia
$627K -$24.8K -112 -4%
NG
737
Norden Group
Utah
$626K +$62.3K +282 +11%
EC
738
EntryPoint Capital
New York
$616K +$616K +2,788 New
OPA
739
Old Port Advisors
Maine
$609K -$5.08K -23 -0.8%
EWA
740
Exencial Wealth Advisors
Oklahoma
$603K -$7.02M -31,755 -92%
SWM
741
Spire Wealth Management
Virginia
$603K +$41.3K +187 +7%
MIC
742
Meridian Investment Counsel
California
$602K – – –
RMCM
743
Reynders McVeigh Capital Management
Massachusetts
$600K -$9.5K -43 -2%
DWA
744
Douglass Winthrop Advisors
New York
$599K -$11.1K -50 -2%
CI
745
Cherokee Insurance
Michigan
$597K +$597K +2,700 New
BMCM
746
Burns Matteson Capital Management
New York
$596K -$29.4K -133 -5%
AWM
747
Apollon Wealth Management
South Carolina
$594K -$60.6K -274 -9%
AWM
748
Aries Wealth Management
Maine
$589K -$8.84K -40 -1%
MGIA
749
Moneta Group Investment Advisors
Missouri
$583K -$29.8K -135 -5%
BFG
750
Bleakley Financial Group
New Jersey
$583K -$53K -240 -8%
28 29
30
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