Constellation Brands
1,337 hedge funds and large institutions have $32.8B invested in Constellation Brands in 2024 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 422 increasing their positions, 540 reducing their positions, and 150 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
23% more first-time investments, than exits
New positions opened: 184 | Existing positions closed: 150
1% more funds holding
Funds holding: 1,322 → 1,337 (+15)
0.91% more ownership
Funds ownership: 79.73% → 80.64% (+0.91%)
12% less capital invested
Capital invested by funds: $37.3B → $32.8B (-$4.49B)
22% less repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 540
31% less call options, than puts
Call options by funds: $371M | Put options by funds: $540M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$1.34B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$433M |
| 3 |
DCP
D1 Capital Partners
New York
|
+$236M |
| 4 |
VanEck Associates
New York
|
+$208M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$175M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$1.44B |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$263M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$151M |
| 4 |
JP Morgan Chase
New York
|
-$150M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$137M |
STZ Hedge Fund Activity: Q4 2024 in Review
1,337 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q4 2024, worth a combined $32.8B — down 12% from $37.3B a quarter earlier.
Buyers outnumbered sellers: 184 funds opened new STZ positions and 150 closed out — a net gain of 34 holders — while 422 added to existing stakes and 540 trimmed.
The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $1.34B. The largest seller was Capital International Investors, cutting an estimated $1.44B.
- 1,337 institutional investors held Constellation Brands (STZ) as of Q4 2024, up from 1,322 in Q3 2024.
- Funds reported $32.8B of Constellation Brands stock for Q4 2024, down 12% quarter-over-quarter.
- 184 funds opened new Constellation Brands positions in Q4 2024 and 150 closed out, a net change of +34 holders.
- The largest Constellation Brands buyer in Q4 2024 was Berkshire Hathaway, an estimated $1.34B added.
- The largest Constellation Brands seller in Q4 2024 was Capital International Investors, an estimated $1.44B sold.
Based on aggregated 13F filings for Q4 2024.