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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
17.66%
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
1
Berkshire Hathaway
Nebraska
$1.24B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.43B
3
DCP
3
D1 Capital Partners
New York
$338M
4
VanEck Associates
4
VanEck Associates
New York
$204M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$542M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$913M
2
Boston Partners
2
Boston Partners
Massachusetts
$2.15M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$435M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$586M
5
Franklin Resources
5
Franklin Resources
California
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
1226
Richardson Financial Services
Massachusetts
$12.3K +$12.3K +56 New
GTAM
1227
Global Trust Asset Management
Florida
$12.2K -$71.8K -325 -86%
WAS
1228
Winch Advisory Services
Wisconsin
$11.6K – – –
FFA
1229
Frazier Financial Advisors
Ohio
$11.4K – – –
NRG
1230
Nemes Rush Group
Michigan
$11.3K +$11.3K +51 New
CJ
1231
Caitlin John
Michigan
$11.3K – – –
WSC
1232
Wellington Shields & Co
New York
$11.1K -$22.1K -100 -67%
KBFS
1233
Kohmann Bosshard Financial Services
Ohio
$11.1K +$11.1K +50 New
CWM
1234
Crowley Wealth Management
Delaware
$11.1K +$11.1K +50 New
BWL
1235
Bogart Wealth LLC
Virginia
$10.8K +$2.87K +13 +36%
PWMG
1236
Private Wealth Management Group
New Jersey
$10.2K – – –
CA
1237
Centerpoint Advisors
Massachusetts
$10K – – –
CFFP
1238
Center for Financial Planning
Michigan
$9.95K -$22.1K -100 -69%
PC
1239
Promus Capital
Illinois
$9.72K +$9.72K +44 New
LFA
1240
Legend Financial Advisors
Pennsylvania
$9.5K – – –
FA
1241
Fedenia Advisers
Wisconsin
$9.5K +$9.5K +43 New
RWM
1242
Ruedi Wealth Management
Illinois
$9.28K – – –
CAWM
1243
Capital A Wealth Management
Pennsylvania
$9.28K +$9.28K +42 New
DF
1244
Dunhill Financial
United Kingdom
$9.25K -$881 -4 -9%
PSFG
1245
Park Square Financial Group
Georgia
$9.06K +$9.06K +41 New
ACM
1246
Anfield Capital Management
California
$8.62K -$4.42K -20 -34%
MWM
1247
Mascoma Wealth Management
New Hampshire
$8.4K – – –
WWP
1248
WR Wealth Planners
Missouri
$8.18K -$442 -2 -5%
MMCM
1249
Murphy & Mullick Capital Management
New York
$8.18K +$8.18K +37 New
MAM
1250
Meeder Asset Management
Ohio
$7.96K -$1.33K -6 -14%
48 49
50
51 52