Constellation Brands
1,322 hedge funds and large institutions have $37.3B invested in Constellation Brands in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 500 increasing their positions, 527 reducing their positions, and 98 closing their positions.
0.22% less ownership
Funds ownership: 79.95% → 79.73% (-0.22%)
1% less capital invested
Capital invested by funds: $37.5B → $37.3B (-$197M)
3% less first-time investments, than exits
New positions opened: 95 | Existing positions closed: 98
5% less repeat investments, than reductions
Existing positions increased: 500 | Existing positions reduced: 527
1% less funds holding
Funds holding: 1,339 → 1,322 (-17)
43% less call options, than puts
Call options by funds: $380M | Put options by funds: $663M
50% less funds holding in top 10
Funds holding in top 10: 12 → 6 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$282M |
| 2 |
BlackRock
New York
|
+$177M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$123M |
| 4 |
Morgan Stanley
New York
|
+$113M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$197M |
| 2 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$130M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$113M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$113M |
| 5 |
JGC
J. Goldman & Co
New York
|
-$111M |
STZ Hedge Fund Activity: Q3 2024 in Review
1,322 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q3 2024, worth a combined $37.3B — down 0.52% from $37.5B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of STZ and 95 opened new positions — a net loss of 3 holders — while 527 trimmed existing stakes and 500 added.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $282M. The largest seller was Capital International Investors, cutting an estimated $197M.
- 1,322 institutional investors held Constellation Brands (STZ) as of Q3 2024, down from 1,339 in Q2 2024.
- Funds reported $37.3B of Constellation Brands stock for Q3 2024, down 0.52% quarter-over-quarter.
- 95 funds opened new Constellation Brands positions in Q3 2024 and 98 closed out, a net change of -3 holders.
- The largest Constellation Brands buyer in Q3 2024 was T. Rowe Price Investment Management, an estimated $282M added.
- The largest Constellation Brands seller in Q3 2024 was Capital International Investors, an estimated $197M sold.
Based on aggregated 13F filings for Q3 2024.