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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 %
GFL
1301
Granite FO LLC
New Hampshire
$1.77K – – –
TCA
1302
Trifecta Capital Advisors
Illinois
$1.77K – – –
DAM
1303
Delta Asset Management
Tennessee
$1.55K – – –
BA
1304
Bellwether Advisors
Nebraska
$1.33K +$1.33K +6 New
BC
1305
Barrett & Company
Rhode Island
$1.11K – – –
AP
1306
Atwood & Palmer
Missouri
$1.11K – – –
AAG
1307
Armstrong Advisory Group
Massachusetts
$1.11K – – –
KIM
1308
Kestra Investment Management
Texas
$892 +$892 +4 New
PMFA
1309
Plante Moran Financial Advisors
Michigan
$884 – – –
PA
1310
PSI Advisors
Florida
$884 – – –
MFG
1311
Menard Financial Group
Texas
$884 +$884 +4 New
WW
1312
Winnow Wealth
Texas
$698 +$698 +4 New
SIS
1313
Sound Income Strategies
Florida
$663 -$3.76K -17 -85%
FG
1314
Fairman Group
Pennsylvania
$663 -$884 -4 -57%
CAC
1315
Core Alternative Capital
Georgia
$663 – – –
WCM
1316
WealthTrak Capital Management
Virginia
$663 +$663 +3 New
PWM
1317
Parkworth Wealth Management
California
$663 +$663 +3 New
PEAK6
1318
PEAK6
Illinois
$628 +$628 +3 New
WA
1319
WestEnd Advisors
North Carolina
$442 – – –
RPA
1320
Redwood Park Advisors
California
$442 +$442 +2 New
OSNBOA
1321
Old Second National Bank of Aurora
Illinois
$442 +$442 +2 New
PWA
1322
Principia Wealth Advisory
Texas
$442 +$442 +2 New
CPG
1323
Cornerstone Planning Group
New Jersey
$376 -$5.83K -31 -94%
NS
1324
NBC Securities
Alabama
$302 -$557K -1,844 -100%
CTWM
1325
Cherry Tree Wealth Management
Minnesota
$221 – – –
51 52
53
54 55