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Boston Beer
SAM

Overview Fund Activity

250 hedge funds and large institutions have $2.07B invested in Boston Beer in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
40
Increased
68
Reduced
99
Closed
35
Calls
$49.7M
Puts
$63M
Net Calls
-$13.3M
Net Calls Change
-$14.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$16.8M
2
JIM
Jupiter Investment Management
United Kingdom
$54M
3
Renaissance Technologies
Renaissance Technologies
New York
$24.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$226M
5
Squarepoint
Squarepoint
New York
$5.49M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$2.3M
2
AL
AJO LP
Pennsylvania
$16.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
$6.25M
4
Macquarie Group
Macquarie Group
Australia
$41.7M
5
State Street
State Street
Massachusetts
$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
226
Advisory Services Network
Georgia
$15K – – –
BOPW
227
Brandywine Oak Private Wealth
Pennsylvania
$15K +$15K +66 New
ONST
228
Old North State Trust
North Carolina
$13K – – –
Loomis, Sayles & Company
229
Loomis, Sayles & Company
Massachusetts
$12K -$15.2K -62 -56%
FHB
230
First Hawaiian Bank
Hawaii
$12K -$9.6K -40 -44%
AAP
231
Arax Advisory Partners
Colorado
$12K – – –
SPL
232
Smart Portfolios LLC
Washington
$11K +$11K +44 New
OAM
233
Oppenheimer Asset Management
New York
$11K +$11K +45 New
BC
234
Bartlett & Co
Ohio
$8K – – –
IIM
235
Ipswich Investment Management
Massachusetts
$8K +$8K +33 New
BCWM
236
Bartlett & Co Wealth Management
Ohio
$7.95K – – –
APA
237
American Portfolios Advisors
New York
$7.23K – – –
MSA
238
Marino Stram & Associates
Massachusetts
$7K – – –
AIM
239
Advantage Investment Management
Iowa
$6K – – –
AWM
240
Aevitas Wealth Management
Massachusetts
$6K – – –
GAM
241
Gemmer Asset Management
California
$5K – – –
FRA
242
Front Row Advisors
California
$4K – – –
MNBTD
243
Moody National Bank Trust Division
Texas
$4K +$4K +18 New
Twin Tree Management
244
Twin Tree Management
Texas
$3K +$3K +14 New
VNA
245
Valley National Advisers
Pennsylvania
$2K -$2K -7 -50%
HAM
246
Highstreet Asset Management
Ontario, Canada
$2K – – –
LPWM
247
Lake Point Wealth Management
Texas
$2K +$2K +10 New
JA
248
JOYN Advisors
Georgia
$1K +$1K +5 New
BCA
249
Berman Capital Advisors
Georgia
$1K +$1K +6 New
AAMU
250
Amundi Asset Management US
Massachusetts
$177 +$177 +735 New
8 9
10
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