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Boston Beer
SAM

Overview Fund Activity

322 hedge funds and large institutions have $2.99B invested in Boston Beer in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 85 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-55
Holders Change %
-14.59%
% of All Funds
5.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
133
Reduced
85
Closed
90
Calls
$161M
Puts
$259M
Net Calls
-$98.5M
Net Calls Change
-$21.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$318M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$38.9M
3
EIP
Epoch Investment Partners
New York
$53.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$545M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$28.6M

Top Sellers

1
DCP
Durable Capital Partners
Maryland
$55.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
CCM
Candlestick Capital Management
Connecticut
$0
4
UBS Group
UBS Group
Switzerland
$8.87M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
226
US Bancorp
Minnesota
$160K -$56.1K -144 -26%
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$157K -$395K -1,020 -72%
AF
228
Allworth Financial
California
$156K -$8.95K -23 -5%
LWCFA
229
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$149K – – –
SPIA
230
Steward Partners Investment Advisory
New York
$149K +$4.67K +12 +3%
AI
231
AdvisorShares Investments
Maryland
$115K – – –
BFEC
232
Benjamin F. Edwards & Company
Missouri
$110K -$2.32K -6 -2%
FEG
233
Financial Enhancement Group
Indiana
$107K – – –
VanEck Associates
234
VanEck Associates
New York
$99K +$13.5K +35 +16%
HNB
235
Huntington National Bank
Ohio
$91K – – –
S
236
SignatureFD
Georgia
$88K +$4.26K +11 +5%
NFSG
237
Newbridge Financial Services Group
Florida
$84K +$78.1K +200 +1,333%
SWM
238
Spire Wealth Management
Virginia
$81K – – –
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$80K -$16.8K -43 -17%
PA
240
Parallel Advisors
California
$75K -$5K -13 -6%
PFS
241
Prospera Financial Services
Texas
$75K +$75K +192 New
TFGT
242
TS Financial Group (TSFG)
Illinois
$72K -$1.94K -5 -3%
GCM
243
Gladius Capital Management
Illinois
$63K +$1.17K +3 +2%
Amundi
244
Amundi
France
$63K +$63K +164 New
GWM
245
Geneos Wealth Management
Colorado
$62K -$4.21K -11 -6%
MA
246
MCF Advisors
Kentucky
$61K +$61K +156 New
FCB
247
First Command Bank
Texas
$59K -$6.94K -18 -11%
FCFS
248
First Command Financial Services
Texas
$59K – – –
EWM
249
Endurance Wealth Management
Rhode Island
$58K – – –
HPC
250
HM Payson & Co
Maine
$58K +$30.9K +80 +114%
8 9
10
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