SAM icon

Boston Beer
SAM

Overview Fund Activity

277 hedge funds and large institutions have $3.26B invested in Boston Beer in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 116 reducing their positions, and 44 closing their positions.

Holders
277
Holders Change
-18
Holders Change %
-6.1%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
29
Increased
75
Reduced
116
Closed
44
Calls
$54.1M
Puts
$61.7M
Net Calls
-$7.58M
Net Calls Change
+$17M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$127M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$60.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$56.5M
4
Macquarie Group
4
Macquarie Group
Australia
$94.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$205M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.17M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$11M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$307M
4
Invesco
4
Invesco
Georgia
$56M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
226
Ohio Public Employees Retirement System (OPERS)
Ohio
$82K -$8.05K -22 -9%
NFG
227
Next Financial Group
Texas
$80K +$10.3K +28 +15%
ST
228
Smithfield Trust
Pennsylvania
$79K +$2.19K +6 +3%
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$74K -$678K -1,860 -90%
FCB
230
First Command Bank
Texas
$63K – – –
FCFS
231
First Command Financial Services
Texas
$63K – – –
QCG
232
Quadrant Capital Group
Ohio
$63K +$37.6K +102 +148%
FHA
233
Flagship Harbor Advisors
Massachusetts
$59K -$81.9K -222 -58%
EWM
234
Endurance Wealth Management
Rhode Island
$55K – – –
TRCT
235
Tower Research Capital (TRC)
New York
$44K -$14.1K -38 -24%
KFS
236
Kelly Financial Services
Massachusetts
$37.5K – – –
NIT
237
NumerixS Investment Technologies
British Columbia, Canada
$37K -$263K -711 -88%
EWM
238
EPG Wealth Management
Georgia
$37K – – –
SIC
239
Salem Investment Counselors
North Carolina
$37K – – –
HPC
240
HM Payson & Co
Maine
$37K – – –
GWM
241
Geneos Wealth Management
Colorado
$35K – – –
SFS
242
Sowell Financial Services
Arkansas
$31K -$15.5K -42 -33%
AAM
243
Advisors Asset Management
Colorado
$27K -$2.22K -6 -8%
HIA
244
Harbor Investment Advisory
Maryland
$26K -$371 -1 -1%
OPS
245
Orion Portfolio Solutions
Nebraska
$26K – – –
MAM
246
Meeder Asset Management
Ohio
$25K – – –
VAIA
247
Virtus Alternative Investment Advisers
Connecticut
$23K +$14.6K +40 +174%
FC
248
FORA Capital
Florida
$23K +$23K +62 New
ASN
249
Advisory Services Network
Georgia
$22K – – –
AAP
250
Arax Advisory Partners
Colorado
$18K – – –
8 9
10
11 12