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Boston Beer
SAM

Overview Fund Activity

370 hedge funds and large institutions have $4.13B invested in Boston Beer in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 118 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-80
Holders Change %
-17.78%
% of All Funds
6.5%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
57
Increased
125
Reduced
118
Closed
132
Calls
$507M
Puts
$621M
Net Calls
-$113M
Net Calls Change
-$60.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$756M
2
CIP
2
Champlain Investment Partners
Vermont
$114M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$85.7M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$73.6M

Top Sellers

1
AM
1
Atreides Management
Massachusetts
$0
2
BlackRock
2
BlackRock
New York
$499M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$17.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$17M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
226
Brinker Capital Investments
Pennsylvania
$360K – – –
CS
227
Candriam SCA
Luxembourg
$358K +$83K +163 +30%
TI
228
Trexquant Investment
Connecticut
$354K +$354K +694 New
MSRPS
229
Maryland State Retirement & Pension System
Maryland
$353K – – –
ProShare Advisors
230
ProShare Advisors
Maryland
$350K -$21.4K -42 -6%
IAIM
231
International Assets Investment Management
Florida
$344K +$229K +450 +200%
KAS
232
Kestra Advisory Services
Texas
$338K +$173K +340 +105%
TI
233
Tidal Investments
Wisconsin
$334K +$334K +651 New
KBC Group
234
KBC Group
Belgium
$322K -$322K -632 -50%
SPC
235
Sigma Planning Corp
Michigan
$317K +$135K +265 +74%
SFG
236
Sovereign Financial Group
Connecticut
$311K -$108K -212 -26%
GCP
237
GSA Capital Partners
United Kingdom
$310K +$310K +608 New
FA
238
FMA Advisory
Pennsylvania
$309K +$309K +607 New
MWM
239
Mission Wealth Management
California
$308K – – –
AG
240
AlphaSimPlex Group
Massachusetts
$307K +$307K +602 New
SMDAM
241
Sumitomo Mitsui DS Asset Management
Japan
$298K -$2.03K -4 -0.7%
EWA
242
Exencial Wealth Advisors
Oklahoma
$293K +$192K +376 +189%
VPIM
243
Vanguard Personalized Indexing Management
California
$292K +$292K +572 New
ACI
244
AMP Capital Investors
Australia
$285K -$265K -519 -48%
Nordea Investment Management
245
Nordea Investment Management
Sweden
$285K – – –
KOC
246
Koss-Olinger Consulting
Florida
$279K +$279K +547 New
FNBSF
247
First National Bank Sioux Falls
South Dakota
$278K – – –
PA
248
Profund Advisors
Maryland
$264K -$23.4K -46 -8%
SAM
249
SignalPoint Asset Management
Missouri
$264K +$264K +517 New
William Blair & Company
250
William Blair & Company
Illinois
$263K -$99.6K -195 -27%
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