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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 %
CBT
1276
CoreFirst Bank & Trust
Kansas
$3.76K – – –
CWM
1277
CarsonAllaria Wealth Management
Illinois
$3.58K – – –
DPW
1278
DiNuzzo Private Wealth
Pennsylvania
$3.54K +$221 +1 +7%
TAM
1279
Tucker Asset Management
Colorado
$3.54K +$663 +3 +23%
MA
1280
Modus Advisors
Minnesota
$3.36K +$3.36K +15 New
BIM
1281
Breakwater Investment Management
Washington
$3.32K – – –
T
1282
Transce3nd
Texas
$3.32K +$3.32K +15 New
PPA
1283
Painted Porch Advisors
California
$3.09K +$3.09K +14 New
HWP
1284
Highline Wealth Partners
California
$2.92K -$15.9K -71 -85%
PCWA
1285
Pacific Capital Wealth Advisors
California
$2.65K – – –
TWD
1286
True Wealth Design
Ohio
$2.65K +$2.65K +12 New
CCA
1287
Criterion Capital Advisors
Tennessee
$2.57K – – –
FC
1288
Fairscale Capital
New Hampshire
$2.43K – – –
NWWA
1289
New Wave Wealth Advisors
Arkansas
$2.43K +$2.43K +11 New
NC
1290
NewSquare Capital
Pennsylvania
$2.43K +$2.43K +11 New
HFS
1291
Horizon Financial Services
North Carolina
$2.25K – – –
SIC
1292
SJS Investment Consulting
Ohio
$2.21K -$442 -2 -17%
CWM
1293
Cedar Wealth Management
California
$2.21K – – –
YAL
1294
Your Advocates Ltd
Texas
$2.21K – – –
GPFA
1295
Game Plan Financial Advisors
Ohio
$2.21K – – –
Q1WB
1296
Quest 10 Wealth Builders
Virginia
$2.21K +$2.21K +10 New
FWM
1297
FLP Wealth Management
Arkansas
$2.08K +$2.08K +9 New
NWM
1298
Navigoe Wealth Management
California
$2K +$2K +11 New
RFG
1299
REAP Financial Group
Texas
$1.8K – – –
TCM
1300
TD Capital Management
Tennessee
$1.78K +$1.78K +8 New
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