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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
C
1351
Certuity
Florida
– -$2.6M -10,092 Closed
Walleye Trading
1352
Walleye Trading
New York
– -$2.15M -9,055 Closed
AI
1353
AXS Investments
New York
– -$1.84M -7,150 Closed
Parallax Volatility Advisers
1354
Parallax Volatility Advisers
California
– -$1.84M -7,121 Closed
HCM
1355
Highview Capital Management
Illinois
– -$1.54M -5,981 Closed
RI
1356
Redwood Investments
Massachusetts
– -$1.53M -5,955 Closed
AW
1357
Alaethes Wealth
Nevada
– -$1.49M -5,769 Closed
AWP
1358
Ascent Wealth Partners
New York
– -$1.4M -5,423 Closed
PWA
1359
Prairie Wealth Advisors
Nebraska
– -$1.4M -5,421 Closed
PAM
1360
Paradigm Asset Management
New York
– -$1.34M -5,200 Closed
MFS
1361
Mirabella Financial Services
United Kingdom
– -$1.26M -4,872 Closed
SEC
1362
Seven Eight Capital
New York
– -$1.06M -4,128 Closed
USCWA
1363
U.S. Capital Wealth Advisors
Texas
– -$1.05M -4,068 Closed
NC
1364
nVerses Capital
Florida
– -$979K -3,800 Closed
LWL
1365
Leo Wealth LLC
Texas
– -$960K -3,724 Closed
NICM
1366
Neo Ivy Capital Management
New York
– -$960K -3,722 Closed
AIM
1367
Achmea Investment Management
Netherlands
– -$913K -3,542 Closed
CMANY
1368
Capital Management Associates (New York)
New York
– -$902K -3,500 Closed
MM
1369
MQS Management
New York
– -$899K -3,487 Closed
JWM
1370
Jupiter Wealth Management
Colorado
– -$878K -3,408 Closed
FTDI
1371
First Trust Direct Indexing
Massachusetts
– -$848K -3,292 Closed
SIC
1372
Sterling Investment Counsel
New York
– -$709K -2,752 Closed
CM
1373
Capula Management
Cayman Islands
– -$703K -2,730 Closed
RAM
1374
Roanoke Asset Management
New Jersey
– -$644K -2,500 Closed
GFG
1375
Greystone Financial Group
Michigan
– -$633K -2,455 Closed
53 54
55
56 57

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.