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Boston Beer
SAM

Overview Fund Activity

263 hedge funds and large institutions have $1.65B invested in Boston Beer in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 68 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+25
Holders Change %
+10.5%
% of All Funds
5.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
68
Reduced
103
Closed
27
Calls
$25.3M
Puts
$21.7M
Net Calls
+$3.69M
Net Calls Change
+$6.39M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$14.8M
2
UBS AM
2
UBS AM
Illinois
$14.9M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$39.8M
4
TA
4
Teachers Advisors
New York
$16.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.8M

Top Sellers

1
MP
1
Manikay Partners
New York
$0
2
American Century Companies
2
American Century Companies
Missouri
$7.97M
3
BlackRock
3
BlackRock
New York
$169M
4
CIP
4
Champlain Investment Partners
Vermont
$51.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCB
226
First Command Bank
Texas
$29K – – –
FCFS
227
First Command Financial Services
Texas
$29K – – –
SWM
228
SeaCrest Wealth Management
New York
$26K +$26K +138 New
SEI Investments
229
SEI Investments
Pennsylvania
$24K +$7.88K +42 +49%
Envestnet Asset Management
230
Envestnet Asset Management
Illinois
$21K -$771 -4 -4%
ASN
231
Advisory Services Network
Georgia
$21K +$9.46K +50 +82%
NIT
232
NumerixS Investment Technologies
British Columbia, Canada
$19K -$209K -1,100 -92%
SIC
233
Salem Investment Counselors
North Carolina
$19K – – –
ST
234
Smithfield Trust
Pennsylvania
$19K – – –
GWM
235
Geneos Wealth Management
Colorado
$19K – – –
OFW
236
Omnia Family Wealth
Florida
$15K +$10.9K +58 +264%
SIM
237
Sonora Investment Management
Arizona
$14.3K – – –
EWM
238
Evercore Wealth Management
New York
$13K – – –
RA
239
Royce & Associates
New York
$12K +$12K +62 New
RFM
240
Royal Fund Management
Florida
$9K +$9K +48 New
FMA
241
FNY Managed Accounts
New York
$9K +$9K +52 New
SWP
242
Stratos Wealth Partners
Ohio
$7K +$7K +35 New
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$6.31K +$6.31K +33 New
GT
244
Glenmede Trust
Pennsylvania
$6K -$335K -1,845 -98%
BC
245
Bartlett & Co
Ohio
$6K – – –
MSA
246
Marino Stram & Associates
Massachusetts
$6K +$6K +30 New
APA
247
American Portfolios Advisors
New York
$5.73K +$5.73K +30 New
WCBA
248
Weaver C. Barksdale & Associates
Tennessee
$5K -$2K -10 -29%
AIM
249
Advantage Investment Management
Iowa
$5K – – –
AWM
250
Aevitas Wealth Management
Massachusetts
$5K +$5K +25 New
8 9
10
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