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Boston Beer
SAM

Overview Fund Activity

252 hedge funds and large institutions have $2.53B invested in Boston Beer in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 70 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
5.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
45
Increased
70
Reduced
92
Closed
38
Calls
$73.3M
Puts
$69.1M
Net Calls
+$4.22M
Net Calls Change
-$1.24M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$54.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$39.4M
3
AL
3
AJO LP
Pennsylvania
$23.5M
4
JIM
4
Jupiter Investment Management
United Kingdom
$38.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$258M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$86.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$358K
3
Millennium Management
3
Millennium Management
New York
$9.63M
4
CIP
4
Champlain Investment Partners
Vermont
$51.2M
5
AC
5
Armistice Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
226
Financial Architects (New Jersey)
New Jersey
$39K +$38.4K +127 +6,350%
OFW
227
Omnia Family Wealth
Florida
$35K -$10.6K -35 -23%
CWM
228
Cornerstone Wealth Management
Missouri
$35K +$35K +10,582 New
HFM
229
Harvest Fund Management
China
$31K +$31K +102 New
SIC
230
Salem Investment Counselors
North Carolina
$30K – – –
AAMU
231
Amundi Asset Management US
Massachusetts
$30K +$30K +100 New
GI
232
Gradient Investments
Minnesota
$30K +$30K +100 New
Envestnet Asset Management
233
Envestnet Asset Management
Illinois
$28K – – –
KCPG
234
Kavar Capital Partners Group
Kansas
$22K – – –
RA
235
Royce & Associates
New York
$21K +$2.37K +8 +13%
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$21K +$21K +70 New
Qube Research & Technologies (QRT)
237
Qube Research & Technologies (QRT)
United Kingdom
$17K +$17K +58 New
BC
238
Bartlett & Co
Ohio
$10K – – –
BCWM
239
Bartlett & Co Wealth Management
Ohio
$9.89K – – –
MSA
240
Marino Stram & Associates
Massachusetts
$9K – – –
APA
241
American Portfolios Advisors
New York
$8.99K – – –
LA
242
Legacy Advisors
Pennsylvania
$8K – – –
IUHSA
243
Itau Unibanco Holding S.A.
Brazil
$7K -$26.3K -94 -79%
SPIA
244
Steward Partners Investment Advisory
New York
$7K – – –
AIM
245
Advantage Investment Management
Iowa
$7K – – –
AWM
246
Aevitas Wealth Management
Massachusetts
$7K – – –
GAM
247
Gemmer Asset Management
California
$6K – – –
MCM
248
MV Capital Management
Maryland
$6K +$6K +19 New
VNA
249
Valley National Advisers
Pennsylvania
$4K – – –
TC
250
Trilogy Capital
California
$4K – – –
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10
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