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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 %
AF
976
Arrow Financial
New York
$252K -$11.1K -50 -4%
HW
977
Hancock Whitney
Mississippi
$252K -$23.2K -105 -8%
SFG
978
Socha Financial Group
New York
$252K +$1.11K +5 +0.4%
SIG
979
Stonegate Investment Group
Alabama
$251K +$1.99K +9 +0.8%
SAM
980
Smartleaf Asset Management
Massachusetts
$250K +$45.9K +209 +22%
IP
981
Ignite Planners
California
$250K +$444 +2 +0.2%
WAOI
982
Wealth Advisors of Iowa
Iowa
$248K – – –
LCM
983
Logan Capital Management
Pennsylvania
$247K -$99.5K -450 -29%
SIS
984
Strategic Investment Solutions
Illinois
$247K -$9.28K -42 -4%
MWM
985
Meritas Wealth Management
California
$246K – – –
WTC
986
WhitTier Trust Company
Nevada
$245K +$2.87K +13 +1%
IC
987
Iconiq Capital
California
$245K +$245K +1,110 New
A
988
AlphaQuest
New York
$244K +$244K +1,104 +110,400%
ST
989
Spinnaker Trust
Maine
$244K -$69.6K -315 -22%
EGA
990
E&G Advisors
Texas
$242K – – –
KTC
991
Kentucky Trust Company
Kentucky
$242K +$242K +1,095 New
GAB
992
German American Bancorp
Indiana
$241K +$221 +1 +0.1%
BCCM
993
Black Cypress Capital Management
Florida
$239K +$239K +1,082 New
AWM
994
Aviso Wealth Management
Washington
$238K -$5.08K -23 -2%
PL
995
Perpetual Ltd
Australia
$238K -$3.76K -17 -2%
PWM
996
Purus Wealth Management
California
$237K – – –
GCM
997
Generation Capital Management
New York
$236K +$236K +1,070 New
VT
998
Vise Technologies
New York
$236K +$236K +1,070 New
BWA
999
Bordeaux Wealth Advisors
California
$236K -$442 -2 -0.2%
HPBT
1000
Hickory Point Bank & Trust
Illinois
$236K +$236K +1,069 New
38 39
40
41 42