Constellation Brands
1,321 hedge funds and large institutions have $39.6B invested in Constellation Brands in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 494 increasing their positions, 478 reducing their positions, and 95 closing their positions.
44% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 95
13% more capital invested
Capital invested by funds: $35.2B → $39.6B (+$4.46B)
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
2% more funds holding
Funds holding: 1,297 → 1,321 (+24)
3% more repeat investments, than reductions
Existing positions increased: 494 | Existing positions reduced: 478
0.61% more ownership
Funds ownership: 79.22% → 79.83% (+0.61%)
10% less call options, than puts
Call options by funds: $456M | Put options by funds: $508M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$836M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$342M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$183M |
| 4 |
DCP
D1 Capital Partners
New York
|
+$166M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$593M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$345M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$284M |
| 4 |
BlackRock
New York
|
-$134M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$116M |
STZ Hedge Fund Activity: Q1 2024 in Review
1,321 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q1 2024, worth a combined $39.6B — up 13% from $35.2B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new STZ positions and 95 closed out — a net gain of 42 holders — while 494 added to existing stakes and 478 trimmed.
The largest buyer was Capital International Investors, adding an estimated $836M. The largest seller was Morgan Stanley, cutting an estimated $593M.
- 1,321 institutional investors held Constellation Brands (STZ) as of Q1 2024, up from 1,297 in Q4 2023.
- Funds reported $39.6B of Constellation Brands stock for Q1 2024, up 13% quarter-over-quarter.
- 137 funds opened new Constellation Brands positions in Q1 2024 and 95 closed out, a net change of +42 holders.
- The largest Constellation Brands buyer in Q1 2024 was Capital International Investors, an estimated $836M added.
- The largest Constellation Brands seller in Q1 2024 was Morgan Stanley, an estimated $593M sold.
Based on aggregated 13F filings for Q1 2024.