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Constellation Brands
STZ

1,337 hedge funds and large institutions have $32.8B invested in Constellation Brands in 2024 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 422 increasing their positions, 540 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 6 → 10 (+4)

23% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 150

1% more funds holding

Funds holding: 1,322 → 1,337 (+15)

0.91% more ownership

Funds ownership: 79.73% → 80.64% (+0.91%)

12% less capital invested

Capital invested by funds: $37.3B → $32.8B (-$4.49B)

22% less repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 540

31% less call options, than puts

Call options by funds: $371M | Put options by funds: $540M

Holders
1,337
Holders Change
+15
Holders Change %
+1.13%
% of All Funds
17.61%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
184
Increased
422
Reduced
540
Closed
150
Calls
$371M
Puts
$540M
Net Calls
-$169M
Net Calls Change
+$114M

Top Buyers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.34B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$433M
3
DCP
D1 Capital Partners
New York
+$236M
4
VanEck Associates
VanEck Associates
New York
+$208M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$175M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$1.44B
2
Boston Partners
Boston Partners
Massachusetts
-$263M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$151M
4
JP Morgan Chase
JP Morgan Chase
New York
-$150M
5
Franklin Resources
Franklin Resources
California
-$137M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWWA
1301
New Wave Wealth Advisors
Arkansas
$2.43K +$2.61K +11 New
HFS
1302
Horizon Financial Services
North Carolina
$2.25K – – –
SIC
1303
SJS Investment Consulting
Ohio
$2.21K -$475 -2 -17%
CWM
1304
Cedar Wealth Management
California
$2.21K – – –
GPFA
1305
Game Plan Financial Advisors
Ohio
$2.21K – – –
YAL
1306
Your Advocates Ltd
Texas
$2.21K – – –
Q1WB
1307
Quest 10 Wealth Builders
Virginia
$2.21K +$2.38K +10 New
FWM
1308
FLP Wealth Management
Arkansas
$2.08K +$2.14K +9 New
NWM
1309
Navigoe Wealth Management
California
$2K +$2.61K +11 New
RFG
1310
REAP Financial Group
Texas
$1.8K – – –
TCM
1311
TD Capital Management
Tennessee
$1.78K +$1.9K +8 New
GFL
1312
Granite FO LLC
New Hampshire
$1.77K – – –
TCA
1313
Trifecta Capital Advisors
Illinois
$1.77K – – –
DAM
1314
Delta Asset Management
Tennessee
$1.55K – – –
BA
1315
Bellwether Advisors
Nebraska
$1.33K +$1.43K +6 New
AAG
1316
Armstrong Advisory Group
Massachusetts
$1.1K – – –
AP
1317
Atwood & Palmer
Missouri
$1.1K – – –
BC
1318
Barrett & Company
Rhode Island
$1.1K – – –
KIM
1319
Kestra Investment Management
Texas
$892 +$950 +4 New
PMFA
1320
Plante Moran Financial Advisors
Michigan
$884 – – –
PA
1321
PSI Advisors
Florida
$884 – – –
MFG
1322
Menard Financial Group
Texas
$884 +$950 +4 New
WW
1323
Winnow Wealth
Texas
$698 +$950 +4 New
SIS
1324
Sound Income Strategies
Florida
$663 -$4.04K -17 -85%
FG
1325
Fairman Group
Pennsylvania
$663 -$950 -4 -57%
51 52
53
54 55

STZ Hedge Fund Activity: Q4 2024 in Review

1,337 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q4 2024, worth a combined $32.8B — down 12% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new STZ positions and 150 closed out — a net gain of 34 holders — while 422 added to existing stakes and 540 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $1.34B. The largest seller was Capital International Investors, cutting an estimated $1.44B.

  • 1,337 institutional investors held Constellation Brands (STZ) as of Q4 2024, up from 1,322 in Q3 2024.
  • Funds reported $32.8B of Constellation Brands stock for Q4 2024, down 12% quarter-over-quarter.
  • 184 funds opened new Constellation Brands positions in Q4 2024 and 150 closed out, a net change of +34 holders.
  • The largest Constellation Brands buyer in Q4 2024 was Berkshire Hathaway, an estimated $1.34B added.
  • The largest Constellation Brands seller in Q4 2024 was Capital International Investors, an estimated $1.44B sold.

Based on aggregated 13F filings for Q4 2024.