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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 %
CPIG
801
Chicago Partners Investment Group
Illinois
$493K +$2.19K +10 +0.4%
CCT
802
Chemung Canal Trust
New York
$493K -$16.1K -73 -3%
TWP
803
Tempus Wealth Planning
California
$492K +$89.7K +406 +22%
EWA
804
EverSource Wealth Advisors
Alabama
$490K +$37.4K +169 +8%
HWA
805
HMV Wealth Advisors
Louisiana
$490K +$490K +2,216 New
TYCC
806
Texas Yale Capital Corp
Florida
$489K – – –
BP
807
BNP Paribas
France
$487K -$266K -1,204 -35%
WA
808
WealthTrust Axiom
Pennsylvania
$486K – – –
WPC
809
Wedmont Private Capital
Pennsylvania
$486K +$120K +660 +33%
Bessemer Group
810
Bessemer Group
New Jersey
$481K -$238K -1,075 -33%
ACM
811
Advisors Capital Management
New Jersey
$479K -$66.1K -299 -12%
DF
812
Define Financial
California
$476K +$476K +2,154 New
AIA
813
AssuredPartners Investment Advisors
Florida
$475K +$475K +2,148 New
BLC
814
Brown, Lisle/Cummings
Rhode Island
$474K – – –
LWCFA
815
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$473K – – –
WP
816
WMS Partners
Maryland
$470K – – –
ACM
817
Allred Capital Management
Texas
$468K -$3.76K -17 -0.8%
QI
818
Qtron Investments
Massachusetts
$459K -$284K -1,284 -38%
FAM
819
Fairtree Asset Management
South Africa
$459K +$459K +2,079 New
OIA
820
OneDigital Investment Advisors
Kansas
$458K -$70.7K -320 -13%
TCM
821
Tufton Capital Management
Maryland
$456K -$63K -285 -12%
CHA
822
Cooper/Haims Advisors
New York
$454K – – –
MOS
823
MGO One Seven
Ohio
$452K -$693K -3,137 -61%
EIM
824
Essex Investment Management
Massachusetts
$451K – – –
IWM
825
IHT Wealth Management
Illinois
$450K -$135K -611 -23%
31 32
33
34 35