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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 %
HCM
951
Hillman Capital Management
Maryland
$281K +$42K +190 +18%
CBT
952
Central Bank & Trust
Kentucky
$279K +$6.41K +29 +2%
HT
953
Headlands Technologies
Illinois
$279K +$279K +1,263 New
WGAM
954
Wilkinson Global Asset Management
New York
$278K -$21K -95 -7%
NSIM
955
North Star Investment Management
Illinois
$276K +$221 +1 +0.1%
OIM
956
Oder Investment Management
California
$275K -$448K -2,025 -62%
WWM
957
Whalen Wealth Management
Nevada
$274K +$274K +1,240 New
HR
958
Hardy Reed
Mississippi
$274K – – –
JWCA
959
J.W. Cole Advisors
Florida
$274K -$84.7K -383 -24%
NF
960
Nikulski Financial
Iowa
$273K – – –
PGWM
961
Pitti Group Wealth Management
New York
$271K +$79.6K +360 +42%
BIG
962
Brooklyn Investment Group
New York
$266K -$88.8K -402 -25%
BTW
963
Boston Trust Walden
Massachusetts
$265K – – –
NFG
964
Nations Financial Group
Iowa
$264K -$38K -172 -13%
SIM
965
Studio Investment Management
Illinois
$261K +$884 +4 +0.3%
PF
966
Phoenix Financial
Israel
$260K +$11.1K +50 +4%
PI
967
PFG Investments
New York
$259K +$4.42K +20 +2%
PWMAG
968
Pinnacle Wealth Management Advisory Group
New Jersey
$257K -$15.5K -70 -6%
MCM
969
Monarch Capital Management
Indiana
$257K – – –
CWM
970
Centurion Wealth Management
Virginia
$256K – – –
SWM
971
Silverlake Wealth Management
Vermont
$256K -$1.99K -9 -0.8%
SF
972
Summit Financial
New Jersey
$255K -$14.1K -64 -5%
CIA
973
Cladis Investment Advisory
Montana
$254K +$2.43K +11 +1%
LPFG
974
Landing Point Financial Group
Ohio
$253K +$253K +1,572 New
UF
975
Univest Financial
Pennsylvania
$252K -$127K -575 -33%
37 38
39
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