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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 %
CW
751
CreativeOne Wealth
Kansas
$582K +$97.9K +443 +20%
FCBT
752
First Citizens Bank & Trust
North Carolina
$581K -$59.4K -269 -9%
PCS
753
Personal CFO Solutions
New Jersey
$580K +$2.87K +13 +0.5%
HRC
754
Hoertkorn Richard Charles
$580K -$304K -1,375 -34%
GBT
755
Grove Bank & Trust
Florida
$578K -$48.8K -221 -8%
HI
756
Horizon Investments
North Carolina
$576K +$11.9K +54 +2%
TIAA Trust, National Association
757
TIAA Trust, National Association
North Carolina
$569K -$15.3M -69,156 -96%
CPCPP
758
Canada Post Corporation Pension Plan
Canada
$566K +$566K +2,563 New
EA
759
Everpar Advisors
Oklahoma
$566K -$73.8K -334 -12%
CB
760
CNB Bank
Pennsylvania
$563K -$59.4K -269 -10%
BTD
761
BankPlus Trust Department
Mississippi
$562K +$562K +2,545 New
AWA
762
Arkadios Wealth Advisors
Georgia
$559K +$36.9K +167 +7%
4WM
763
44 Wealth Management
Oregon
$559K -$79.3K -359 -12%
ECM
764
Exchange Capital Management
Michigan
$557K -$24.1K -109 -4%
FCAS
765
First Command Advisory Services
Texas
$553K -$44K -199 -7%
CCA
766
Corps Capital Advisors
Texas
$553K +$553K +2,500 New
SWP
767
Strategic Wealth Partners
Ohio
$550K -$4.18M -25,621 -88%
KWA
768
Kingswood Wealth Advisors
California
$547K -$544K -2,462 -50%
AIM
769
Anchor Investment Management
South Carolina
$542K -$4.42K -20 -0.8%
CFO
770
Callan Family Office
Pennsylvania
$542K +$358K +1,618 +194%
1IA
771
1620 Investment Advisors
Massachusetts
$541K +$9.95K +45 +2%
TCA
772
Transcend Capital Advisors
New Jersey
$540K -$62.5K -283 -10%
GRP
773
Global Retirement Partners
California
$537K +$7.96K +36 +2%
RPCONE
774
Retirement Planning Company of New England
Rhode Island
$534K +$66.1K +299 +14%
RIA
775
Realta Investment Advisors
Delaware
$533K -$91.7K -413 -15%
29 30
31
32 33