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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 %
ACA
876
Atlas Capital Advisors
Wyoming
$369K -$133K -600 -26%
FFN
877
Focus Financial Network
Minnesota
$366K +$81.8K +370 +29%
GWSG
878
GPS Wealth Strategies Group
Colorado
$366K – – –
CAM
879
Cozad Asset Management
Illinois
$364K -$48.8K -221 -12%
RFN
880
RDA Financial Network
Iowa
$363K -$36.7K -166 -9%
LF
881
Lee Financial
Texas
$359K – – –
CSPIA
882
Cary Street Partners Investment Advisory
Virginia
$359K -$431K -1,949 -55%
CI
883
Cigna Investments
Connecticut
$358K -$5.96K -27 -2%
JIP
884
Jaffetilchin Investment Partners
Florida
$358K -$3.98K -18 -1%
AFP
885
Ausdal Financial Partners
Iowa
$354K +$88.6K +401 +33%
QCM
886
QRG Capital Management
Illinois
$354K -$370K -1,674 -51%
SIG
887
Spinnaker Investment Group
California
$353K – – –
AP
888
Appleton Partners
Massachusetts
$353K -$7.43M -33,552 -95%
HI
889
Harbour Investments
Wisconsin
$351K -$45.5K -206 -11%
Empower Advisory Group
890
Empower Advisory Group
Colorado
$350K +$56.1K +254 +19%
DA
891
Doliver Advisors
Texas
$348K +$348K +1,573 New
RWM
892
Ritholtz Wealth Management
New York
$347K -$71.4K -323 -17%
NRW
893
Nova R Wealth
Kansas
$346K +$442 +2 +0.1%
BWP
894
BSW Wealth Partners
Colorado
$345K +$13.9K +63 +4%
TAM
895
Townsend Asset Management
North Carolina
$345K -$1.26M -5,724 -79%
EI
896
Ellevest Inc
New York
$344K -$50.4K -228 -13%
CC
897
Copperleaf Capital
North Carolina
$343K +$343K +1,554 New
MA
898
Montag & Associates
Georgia
$342K – – –
WA
899
Wealth Alliance
New York
$342K -$26.7K -121 -7%
AWM
900
Avior Wealth Management
Nebraska
$342K -$75.4K -341 -18%
34 35
36
37 38