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Boston Beer
SAM

Overview Fund Activity

300 hedge funds and large institutions have $2.66B invested in Boston Beer in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 94 increasing their positions, 102 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
-14
Holders Change %
-4.46%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
94
Reduced
102
Closed
51
Calls
$107M
Puts
$144M
Net Calls
-$36.9M
Net Calls Change
-$50M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$60.1M
2
SAM
2
Southeastern Asset Management
Tennessee
$35.7M
3
CCM
3
Candlestick Capital Management
Connecticut
$34.5M
4
Holocene Advisors
4
Holocene Advisors
New York
$22.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17.4M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$372M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.1M
3
EIP
3
Epoch Investment Partners
New York
$7.97M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$0
5
Man Group
5
Man Group
United Kingdom
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
226
Newbridge Financial Services Group
Florida
$49.3K – – –
EWM
227
Endurance Wealth Management
Rhode Island
$49K – – –
FCB
228
First Command Bank
Texas
$47.7K – – –
FCFS
229
First Command Financial Services
Texas
$47.7K – – –
PA
230
Parallel Advisors
California
$45.4K +$1.32K +4 +3%
TWC
231
TD Waterhouse Canada
Ontario, Canada
$42.1K -$360 -1 -0.8%
Lazard Asset Management
232
Lazard Asset Management
New York
$37K -$21.7K -67 -37%
KFS
233
Kelly Financial Services
Massachusetts
$33.5K – – –
CWP
234
Concord Wealth Partners
Virginia
$32.9K – – –
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$32.2K +$20.4K +62 +172%
AA
236
Addison Advisors
Vermont
$30.9K – – –
AAG
237
Armstrong Advisory Group
Massachusetts
$30.9K – – –
QCG
238
Quadrant Capital Group
Ohio
$27.9K +$17.4K +53 +166%
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.7K -$452K -1,375 -95%
GRP
240
Global Retirement Partners
California
$23.1K +$20.1K +66 +660%
HIA
241
Harbor Investment Advisory
Maryland
$23K – – –
EBA
242
Eagle Bay Advisors
New York
$23K – – –
HCM
243
Hollencrest Capital Management
California
$21.7K – – –
IA
244
IFP Advisors
Florida
$21.2K +$7.14K +28 +51%
S
245
SignatureFD
Georgia
$20.1K -$11.8K -36 -37%
SIC
246
Salem Investment Counselors
North Carolina
$19.7K – – –
TCPG
247
Trivant Custom Portfolio Group
California
$19.7K +$19.7K +60 New
ONST
248
Old North State Trust
North Carolina
$18K – – –
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$17K +$1.96K +6 +13%
WBC
250
West Branch Capital
Massachusetts
$16.4K – – –
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10
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