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Boston Beer
SAM

Overview Fund Activity

246 hedge funds and large institutions have $2.48B invested in Boston Beer in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 100 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-6
Holders Change %
-2.38%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
24
Increased
71
Reduced
100
Closed
29
Calls
$95.1M
Puts
$94M
Net Calls
+$1.18M
Net Calls Change
-$3.05M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$394M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$46.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$17.2M
4
JIM
4
Jupiter Investment Management
United Kingdom
$51.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$64.7M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$7.5M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$57.9M
3
TA
3
Teachers Advisors
New York
$6.61M
4
Franklin Resources
4
Franklin Resources
California
$3.21M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$7.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
226
Wealthcare Advisory Partners
Pennsylvania
$20K – – –
ASN
227
Advisory Services Network
Georgia
$18K -$25.4K -86 -59%
ONST
228
Old North State Trust
North Carolina
$15K +$15K +55 New
AAP
229
Arax Advisory Partners
Colorado
$14K +$14K +50 New
BCWM
230
Bartlett & Co Wealth Management
Ohio
$9.49K – – –
BC
231
Bartlett & Co
Ohio
$9K – – –
MSA
232
Marino Stram & Associates
Massachusetts
$9K – – –
APA
233
American Portfolios Advisors
New York
$8.63K – – –
LA
234
Legacy Advisors
Pennsylvania
$8K – – –
Fidelity Investments
235
Fidelity Investments
Massachusetts
$7K -$212K -698 -97%
AWM
236
Aevitas Wealth Management
Massachusetts
$7K – – –
AIM
237
Advantage Investment Management
Iowa
$7K – – –
SPIA
238
Steward Partners Investment Advisory
New York
$7K – – –
MCM
239
MV Capital Management
Maryland
$7K +$1.46K +5 +26%
SWP
240
Stratos Wealth Partners
Ohio
$6K +$6K +20 New
GAM
241
Gemmer Asset Management
California
$5K – – –
VNA
242
Valley National Advisers
Pennsylvania
$4K – – –
TDC
243
Thompson Davis & Co
Virginia
$3K – – –
HAM
244
Highstreet Asset Management
Ontario, Canada
$3K +$3K +10 New
FRA
245
Front Row Advisors
California
$5 – – –
SCM
246
Sandler Capital Management
New York
– -$13.5M -45,000 Closed
Susquehanna International Group
247
Susquehanna International Group
Pennsylvania
– -$11M -36,686 Closed
CIM
248
Confluence Investment Management
Missouri
– -$6.75M -22,510 Closed
VIA
249
Vident Investment Advisory
Georgia
– -$5.6M -18,677 Closed
SSA
250
Schonfeld Strategic Advisors
New York
– -$5.04M -16,800 Closed
7 8 9
10
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