CONSTELLATION BRANDS INC-A (STZ) Institutional Ownership Changes & 13F Activity

CONSTELLATION BRANDS INC-A (STZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Berkshire Hathaway, Hancock Classic Value, Olstein Capital Management, Matrix Advisors Value Fund, and Hillman Value Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2022Hillman Value FundBuy1002,680$625
Q1 2022Renaissance Technologies LLCBuy63,60075,500$17,389
Q1 2022Sequoia Financial AdvisorsBuy4713,149$725
Q1 2022Hillman Value FundBuy2822,580$594
Q4 2021Renaissance Technologies LLCSell-2,90011,900$2,987
Q4 2021Hillman Value FundSell-2102,298$577
Q4 2021Sequoia Financial AdvisorsBuy582,678$672
Q3 2021Renaissance Technologies LLCSell-65,60014,800$3,118
Q3 2021Hillman Value FundBuy1,4622,508$529
Q3 2021Sequoia Financial AdvisorsSell-4592,620$552
Q3 2021Lountzis Asset ManagementBuy1919$3,970
Q2 2021Meritage GroupSell-1,315,274145,591$34,052
Q2 2021Renaissance Technologies LLCSell-162,00080,400$18,805
Q2 2021Joho CapitalBuy1,78018,215$4,260
Q2 2021Sequoia Financial AdvisorsBuy543,079$720
Q2 2021Hillman Value FundBuy211,046$245
Q1 2021Meritage GroupSell-474,5751,460,865$333,077
Q1 2021Joho CapitalBuy5,70016,435$3,747
Q1 2021Hillman Value FundSell-441,025$234
Q1 2021Sequoia Financial AdvisorsSell-113,025$690
Q4 2020Meritage GroupSell-24,7471,935,440$423,958
Q4 2020Joho CapitalBuy10,73510,735$2,352
Q4 2020Sequoia Financial AdvisorsBuy1,9203,036$665
Q4 2020Hillman Value FundBuy1,0691,069$234
Q3 2020Meritage GroupBuy3481,960,187$371,475
Q2 2020Meritage GroupBuy1,404,0121,959,839$342,874
Q1 2020Meritage GroupBuy555,827555,827$79,683
Q4 2019Renaissance Technologies LLCSell-272,700242,400$45,995
Q4 2019Sequoia Financial AdvisorsSell-2251,116$212
Q3 2019Renaissance Technologies LLCBuy473,700515,100$106,770

Frequently asked questions about STZ activity

  • Which institutional owners are buying STZ?

    Institutional owners buying STZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in STZ activity?

    "Buy" means an investor increased their reported position in STZ compared to the prior reporting period. This reflects growing exposure to CONSTELLATION BRANDS INC-A (STZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in STZ increasing?

    Institutional interest in STZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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