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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 %
FDCP
926
Foster Dykema Cabot & Partners
Massachusetts
$308K +$261K +1,180 +549%
IIC
927
Ironwood Investment Counsel
Arizona
$306K -$49.7K -225 -14%
BEAM
928
Baker Ellis Asset Management
Washington
$304K +$66.3K +300 +28%
PGIM
929
Pacific Global Investment Management
California
$302K -$4.8M -21,712 -94%
PTC
930
Petrus Trust Company
Texas
$301K +$301K +1,364 New
RSWM
931
Robertson Stephens Wealth Management
California
$299K -$29.4K -133 -9%
CAGAS
932
Capital Advisory Group Advisory Services
Minnesota
$299K – – –
IAIM
933
International Assets Investment Management
Florida
$298K -$111M -498,349 -100%
AC
934
AlphaCore Capital
California
$298K -$9.28K -42 -3%
TFA
935
Teamwork Financial Advisors
Texas
$296K -$133K -602 -31%
AIM
936
Alhambra Investment Management
Florida
$295K – – –
CA
937
Cullinan Associates
Kentucky
$294K -$265K -1,200 -47%
WBC
938
Westpac Banking Corp
Australia
$293K -$11.3K -51 -4%
CT
939
Chicago Trust
Illinois
$293K -$34.3K -155 -10%
CNTOF
940
Canandaigua National Trust of Florida
New York
$290K – – –
VSQM
941
V-Square Quantitative Management
Illinois
$288K +$29.4K +133 +11%
SAM
942
Sompo Asset Management
Japan
$287K +$287K +1,300 New
DIP
943
Davis Investment Partners
North Carolina
$287K – – –
ATS
944
Ashton Thomas Securities
New York
$286K +$51.5K +233 +22%
MA
945
MONECO Advisors
Connecticut
$285K +$15.9K +72 +6%
CRC
946
Curi RMB Capital
Illinois
$284K -$85.5K -387 -23%
FTC
947
Farmers Trust Company
Ohio
$284K – – –
IIA
948
ICW Investment Advisors
Arizona
$283K -$6.19K -28 -2%
AIP
949
Almanack Investment Partners
Pennsylvania
$282K -$5.53K -25 -2%
SBIA
950
Sheaff Brock Investment Advisors
Indiana
$282K +$4.42K +20 +2%
36 37
38
39 40