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Boston Beer
SAM

Overview Fund Activity

294 hedge funds and large institutions have $2.43B invested in Boston Beer in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 99 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-6
Holders Change %
-2%
% of All Funds
4.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
91
Reduced
99
Closed
41
Calls
$91.3M
Puts
$146M
Net Calls
-$54.6M
Net Calls Change
-$17.7M

Top Buyers

1
Man Group
Man Group
United Kingdom
$18.8M
2
Ameriprise
Ameriprise
Minnesota
$23.3M
3
Marshall Wace
Marshall Wace
United Kingdom
$14.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
$21.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$11.1M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$2.74M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$321M
4
Holocene Advisors
Holocene Advisors
New York
$3.16M
5
CCM
Candlestick Capital Management
Connecticut
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Endurance Wealth Management
Rhode Island
$46K – – –
FCB
227
First Command Bank
Texas
$44.7K – – –
FCFS
228
First Command Financial Services
Texas
$44.7K – – –
NFSG
229
Newbridge Financial Services Group
Florida
$43.2K -$3.08K -10 -7%
TWC
230
TD Waterhouse Canada
Ontario, Canada
$38.4K -$1.01K -3 -3%
PA
231
Parallel Advisors
California
$34.9K -$7.71K -25 -18%
KFS
232
Kelly Financial Services
Massachusetts
$31.5K – – –
CWP
233
Concord Wealth Partners
Virginia
$30.8K – – –
AA
234
Addison Advisors
Vermont
$29K – – –
AAG
235
Armstrong Advisory Group
Massachusetts
$29K – – –
GRP
236
Global Retirement Partners
California
$23.8K +$308 +1 +1%
EWA
237
EverSource Wealth Advisors
Alabama
$23.4K +$22.2K +72 +1,800%
HIA
238
Harbor Investment Advisory
Maryland
$21.6K – – –
EBA
239
Eagle Bay Advisors
New York
$21.6K – – –
HCM
240
Hollencrest Capital Management
California
$20.4K – – –
QCG
241
Quadrant Capital Group
Ohio
$18.8K -$7.4K -24 -28%
SIC
242
Salem Investment Counselors
North Carolina
$18.5K – – –
TCPG
243
Trivant Custom Portfolio Group
California
$18.5K – – –
AWM
244
Activest Wealth Management
Florida
$16.2K – – –
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$16K +$302 +1 +2%
WBC
246
West Branch Capital
Massachusetts
$15.4K – – –
GWM
247
Geneos Wealth Management
Colorado
$15.4K – – –
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$15.4K +$617 +2 +4%
KA
249
Kozak & Associates
Colorado
$15.2K – – –
C
250
Covestor
United Kingdom
$14K +$13.7K +42 +4,200%
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