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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 %
WA
851
WBH Advisory
Maryland
$414K -$3.54K -16 -0.8%
NW
852
Naviter Wealth
Arkansas
$412K +$412K +1,864 New
KWM
853
Keebeck Wealth Management
Illinois
$412K – – –
SC
854
Syon Capital
California
$410K -$35.1K -159 -8%
CWS
855
Confluence Wealth Services
Pennsylvania
$406K +$28.9K +161 +8%
PA
856
Procyon Advisors
Connecticut
$406K -$11.3K -51 -3%
GC
857
Guidance Capital
Kentucky
$405K +$19K +104 +5%
MWM
858
Meridian Wealth Management
Kentucky
$403K +$26.5K +120 +7%
EA
859
Emerald Advisers
Pennsylvania
$403K -$505K -2,285 -56%
CFG
860
Copley Financial Group
California
$403K +$12.4K +56 +3%
BCP
861
Berkeley Capital Partners
Georgia
$402K -$3.32K -15 -0.8%
LSAG
862
Lake Street Advisors Group
New Hampshire
$399K -$53.5K -242 -12%
NRD
863
Nebula Research & Development
New York
$398K +$398K +1,802 New
TCM
864
Tributary Capital Management
Nebraska
$396K -$18.8K -85 -5%
LNWWM
865
Laird Norton Wetherby Wealth Management
California
$389K -$24.5K -111 -6%
NDSI
866
Newman Dignan & Sheerar Inc
Rhode Island
$388K -$122K -550 -24%
PWP
867
Private Wealth Partners
California
$386K +$3.54K +16 +0.9%
SI
868
Sava Infond
Slovenia
$385K +$385K +1,740 New
HFM
869
Hartford Funds Management
Pennsylvania
$383K -$14.4K -65 -4%
WA
870
Waverly Advisors
Alabama
$382K +$128K +581 +51%
FRA
871
Frank Rimerman Advisors
California
$381K +$64.3K +291 +20%
IAMOG
872
Investors Asset Management of Georgia
Georgia
$380K +$48.8K +221 +15%
CAS
873
Coppell Advisory Solutions
Texas
$375K +$88.5K +403 +31%
WS
874
Wedbush Securities
California
$373K -$35.4K -160 -9%
FAIM
875
Financial Advocates Investment Management
Washington
$370K -$1.33K -6 -0.4%
33 34
35
36 37