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Boston Beer

320 hedge funds and large institutions have $3.04B invested in Boston Beer in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 89 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
57
Increased
89
Reduced
111
Closed
26
Calls
$112M
Puts
$176M
Net Calls
-$64.7M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
226
HighTower Advisors
Illinois
$209K +$209K +530 New
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$208K -$43.6K -112 -17%
Deutsche Bank
228
Deutsche Bank
Germany
$207K -$46.7K -120 -18%
OC
229
Oakworth Capital
Alabama
$195K
US Bancorp
230
US Bancorp
Minnesota
$163K -$32.7K -84 -17%
AF
231
Allworth Financial
California
$157K +$390 +1 +0.2%
UB
232
UMB Bank
Missouri
$126K -$4.29K -11 -3%
SPIA
233
Steward Partners Investment Advisory
New York
$109K
LWCFA
234
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$109K -$18.3K -55 -14%
GRP
235
Global Retirement Partners
California
$106K +$76.7K +202 +262%
HNB
236
Huntington National Bank
Ohio
$78.7K -$1.56K -4 -2%
FFA
237
Farther Finance Advisors
California
$77.9K
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$75K +$54.4K +140 +264%
OP
239
ORG Partners
Indiana
$62.3K
MA
240
MCF Advisors
Kentucky
$60.8K
Lazard Asset Management
241
Lazard Asset Management
New York
$60K +$60K +155 New
DekaBank Deutsche Girozentrale
242
DekaBank Deutsche Girozentrale
Germany
$59K +$59K +155 New
HPC
243
HM Payson & Co
Maine
$58.4K
FCAS
244
First Command Advisory Services
Texas
$56.5K +$56.5K +145 New
KBC Group
245
KBC Group
Belgium
$52K +$52K +133 New
TWC
246
TD Waterhouse Canada
Ontario, Canada
$49.7K
PA
247
Parallel Advisors
California
$43.6K -$390 -1 -0.9%
CWP
248
Concord Wealth Partners
Virginia
$39K
KFS
249
Kelly Financial Services
Massachusetts
$38.7K -$1.17K -3 -3%
AA
250
Addison Advisors
Vermont
$36.6K