Constellation Brands
1,339 hedge funds and large institutions have $37.5B invested in Constellation Brands in 2024 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 535 increasing their positions, 468 reducing their positions, and 85 closing their positions.
46% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 85
14% more repeat investments, than reductions
Existing positions increased: 535 | Existing positions reduced: 468
1% more funds holding
Funds holding: 1,321 → 1,339 (+18)
0.12% more ownership
Funds ownership: 79.83% → 79.95% (+0.12%)
5% less capital invested
Capital invested by funds: $39.6B → $37.5B (-$2.15B)
24% less call options, than puts
Call options by funds: $360M | Put options by funds: $475M
37% less funds holding in top 10
Funds holding in top 10: 19 → 12 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$479M |
| 2 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
+$378M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$217M |
| 4 |
JGC
J. Goldman & Co
New York
|
+$111M |
| 5 |
JP Morgan Chase
New York
|
+$89.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$184M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$149M |
| 3 |
EIM
Elliott Investment Management
West Palm Beach,
Florida
|
-$138M |
| 4 |
JCM
Junto Capital Management
New York
|
-$130M |
| 5 |
Barclays
London,
United Kingdom
|
-$116M |
STZ Hedge Fund Activity: Q2 2024 in Review
1,339 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q2 2024, worth a combined $37.5B — down 5.4% from $39.6B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new STZ positions and 85 closed out — a net gain of 39 holders — while 535 added to existing stakes and 468 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $479M. The largest seller was Capital International Investors, cutting an estimated $184M.
- 1,339 institutional investors held Constellation Brands (STZ) as of Q2 2024, up from 1,321 in Q1 2024.
- Funds reported $37.5B of Constellation Brands stock for Q2 2024, down 5.4% quarter-over-quarter.
- 124 funds opened new Constellation Brands positions in Q2 2024 and 85 closed out, a net change of +39 holders.
- The largest Constellation Brands buyer in Q2 2024 was Morgan Stanley, an estimated $479M added.
- The largest Constellation Brands seller in Q2 2024 was Capital International Investors, an estimated $184M sold.
Based on aggregated 13F filings for Q2 2024.