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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
1001
Howard Capital Management
Georgia
$236K +$11.9K +54 +5%
CT
1002
Colonial Trust
South Carolina
$236K +$74.3K +336 +46%
SFC
1003
Strategic Financial Concepts
Texas
$236K +$236K +1,066 New
AWM
1004
Accurate Wealth Management
Florida
$235K -$364 -2 -0.2%
WPC
1005
Waters Parkerson & Co
Louisiana
$234K -$1.77K -8 -0.7%
ACM
1006
Alta Capital Management
Utah
$234K +$663 +3 +0.3%
SVWAG
1007
Sound View Wealth Advisors Group
Georgia
$233K -$2.87K -13 -1%
NAS
1008
NWF Advisory Services
California
$232K +$232K +1,051 New
SWM
1009
Shelton Wealth Management
Texas
$232K -$410K -1,855 -64%
SC
1010
Searle & Co
Connecticut
$232K – – –
NAM
1011
NorthCrest Asset Manangement
Minnesota
$231K -$10.2K -46 -4%
CT
1012
Clearstead Trust
Maine
$231K +$194K +878 +529%
PAM
1013
Panagora Asset Management
Massachusetts
$228K -$1.03M -4,664 -82%
BWP
1014
Barlow Wealth Partners
Kentucky
$227K – – –
TSW
1015
Thompson Siegel & Walmsley
Virginia
$227K – – –
BTI
1016
Blue Trust Inc
Georgia
$226K +$442 +2 +0.2%
GA
1017
Geller Advisors
New York
$224K -$3.54K -16 -2%
CWM
1018
Connecticut Wealth Management
Connecticut
$223K -$9.28K -42 -4%
LCWP
1019
Legacy Capital Wealth Partners
Arkansas
$223K -$270K -1,220 -55%
MAM
1020
McLean Asset Management
Virginia
$221K +$1.33K +6 +0.6%
BJL
1021
Brighton Jones LLC
Washington
$221K +$41.3K +187 +23%
DDPIC
1022
Deroy & Devereaux Private Investment Counsel
Michigan
$221K – – –
CCG
1023
Ceeto Capital Group
Florida
$221K – – –
BWM
1024
Buckley Wealth Management
Nevada
$221K – – –
KW
1025
Keyvantage Wealth
Pennsylvania
$219K +$219K +989 New
39 40
41
42 43