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Boston Beer
SAM

Overview Fund Activity

377 hedge funds and large institutions have $3.75B invested in Boston Beer in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 102 increasing their positions, 132 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
80
Increased
102
Reduced
132
Closed
68
Calls
$374M
Puts
$451M
Net Calls
-$77.3M
Net Calls Change
+$36.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$217M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$58.4M
3
CCM
3
Candlestick Capital Management
Connecticut
$54.3M
4
UBS Group
4
UBS Group
Switzerland
$58.5M
5
AC
5
Armistice Capital
New York
$24.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.22M
2
BlackRock
2
BlackRock
New York
$403M
3
DCP
3
Durable Capital Partners
Maryland
$149M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$669M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
226
Deutsche Bank
Germany
$337K -$12.4M -24,618 -97%
YIH
227
Y-Intercept (HK)
Hong Kong
$337K -$686K -1,359 -67%
KOC
228
Koss-Olinger Consulting
Florida
$331K +$54.6K +108 +20%
IAIM
229
International Assets Investment Management
Florida
$327K -$14.2K -28 -4%
TWM
230
Titus Wealth Management
California
$321K +$70.8K +140 +28%
DAS
231
Dynamic Advisor Solutions
Arizona
$319K -$45.5K -90 -12%
OTL
232
Oak Thistle LLC
New York
$308K +$308K +610 New
MWM
233
Mission Wealth Management
California
$306K – – –
PGIM
234
Pacific Global Investment Management
California
$305K +$85K +168 +39%
Neuberger Berman Group
235
Neuberger Berman Group
New York
$305K +$85.6K +171 +39%
SFG
236
Sovereign Financial Group
Connecticut
$303K -$5.05K -10 -2%
William Blair & Company
237
William Blair & Company
Illinois
$298K +$37.9K +75 +15%
AAM
238
Advisors Asset Management
Colorado
$285K -$142K -281 -33%
FNBSF
239
First National Bank Sioux Falls
South Dakota
$285K +$10.1K +20 +4%
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$283K +$56K +111 +25%
US Bancorp
241
US Bancorp
Minnesota
$280K +$40.4K +80 +17%
PAMS
242
Pictet Asset Management (Switzerland)
Switzerland
$278K -$1.16M -2,290 -81%
KPWS
243
Kestra Private Wealth Services
Texas
$272K -$217K -431 -44%
KAS
244
Kestra Advisory Services
Texas
$267K -$67.6K -134 -20%
SCM
245
Shelton Capital Management
Colorado
$260K – – –
CIBC Asset Management
246
CIBC Asset Management
Ontario, Canada
$260K +$9.11K +18 +4%
PA
247
Profund Advisors
Maryland
$254K -$8.1K -16 -3%
SFP
248
Sweet Financial Partners
Minnesota
$253K +$253K +500 New
DWA
249
Douglass Winthrop Advisors
New York
$253K +$253K +500 New
SAM
250
SignalPoint Asset Management
Missouri
$252K -$9.09K -18 -3%
8 9
10
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