STZ icon

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 %
HWM
1251
HighMark Wealth Management
Minnesota
$7.53K – – –
HWA
1252
HHM Wealth Advisors
Tennessee
$7.29K +$2.65K +12 +57%
FIA
1253
FPC Investment Advisory
California
$7.23K +$7.23K +40 New
BFPW
1254
BOK Financial Private Wealth
Colorado
$7.07K +$442 +2 +7%
WWM
1255
Wolff Wiese Magana
California
$6.85K – – –
ZB
1256
Zions Bancorporation
Utah
$6.63K – – –
CIA
1257
Cape Investment Advisory
Georgia
$6.5K +$897 +4 +16%
EWP
1258
Elevation Wealth Partners
California
$5.75K +$5.75K +26 New
FPF
1259
First Pacific Financial
Washington
$5.75K +$5.75K +26 New
SO
1260
Sierra Ocean
California
$5.55K +$5.55K +25 New
CB
1261
Centennial Bank
Arkansas
$5.53K – – –
IWP
1262
IAG Wealth Partners
Wisconsin
$5.53K – – –
ME
1263
McIlrath & Eck
Washington
$5.53K +$5.53K +25 New
SA
1264
SRH Advisors
Kansas
$5.3K – – –
CSWM
1265
Cassady Schiller Wealth Management
Ohio
$5.3K +$2.65K +12 +100%
TH
1266
TCTC Holdings
Texas
$5.08K +$5.08K +23 New
OAJ
1267
Ogorek Anthony Joseph
New York
$5K -$1.88K -9 -27%
AWM
1268
Accredited Wealth Management
Kentucky
$4.86K +$4.86K +22 New
RCM
1269
Raleigh Capital Management
North Carolina
$4.64K -$2.87K -13 -38%
CWA
1270
Carolina Wealth Advisors
South Carolina
$4.42K -$4.42K -20 -50%
HWA
1271
Heritage Wealth Advisors
Virginia
$4.42K +$884 +4 +25%
RS
1272
Rakuten Securities
Japan
$4.42K +$1.11K +5 +33%
IMC
1273
Investment Management Corporation
Virginia
$4.42K +$4.42K +20 New
CPA
1274
Compass Planning Associates
Massachusetts
$4.02K +$4.02K +18 New
AW
1275
Avion Wealth
Texas
$4K +$1.33K +7 +50%
49 50
51
52 53