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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 %
MMG
1051
Monetary Management Group
Missouri
$204K – – –
QCG
1052
Quadrant Capital Group
Ohio
$204K +$11.5K +52 +6%
MWM
1053
Mission Wealth Management
California
$204K +$204K +924 New
CMI
1054
Clare Market Investments
Texas
$204K -$22.5K -102 -10%
PJWM
1055
Philip James Wealth Mangement
Georgia
$204K +$15K +68 +8%
BFO
1056
Boston Family Office
Massachusetts
$204K -$24.8K -112 -11%
WRM
1057
Weybosset Research & Management
Rhode Island
$204K – – –
DT
1058
Diversified Trust
Tennessee
$204K -$1.77K -8 -0.9%
RCG
1059
Regatta Capital Group
California
$203K +$4.64K +21 +2%
HSWM
1060
Hubbell Strickland Wealth Management
Louisiana
$203K – – –
WG
1061
Welch Group
Alabama
$201K – – –
WWM
1062
Western Wealth Management
Colorado
$201K -$890K -4,027 -82%
RA
1063
Rise Advisors
New York
$200K -$27.2K -123 -12%
ETS
1064
ESL Trust Services
New York
$199K +$199K +900 New
VHAM
1065
Van Hulzen Asset Management
California
$194K +$194K +880 New
WT
1066
Washington Trust
Rhode Island
$192K -$3.32K -15 -2%
BC
1067
Bayforest Capital
United Kingdom
$192K +$192K +868 New
AF
1068
Advisornet Financial
Minnesota
$189K +$53.3K +241 +39%
MCM
1069
Manchester Capital Management
Vermont
$188K +$28.5K +129 +18%
KFI
1070
Key Financial Inc
Pennsylvania
$186K – – –
CIAM
1071
Caitong International Asset Management
Hong Kong
$185K +$185K +836 New
GM
1072
GeoWealth Management
Illinois
$181K -$9.5K -43 -5%
CFD
1073
Creative Financial Designs
Indiana
$179K +$12.2K +55 +7%
ST
1074
Smithfield Trust
Pennsylvania
$179K – – –
LI
1075
LRI Investments
Florida
$178K +$38.2K +173 +27%
41 42
43
44 45