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Boston Beer
SAM

Overview Fund Activity

339 hedge funds and large institutions have $2.59B invested in Boston Beer in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+19
Holders Change %
+5.94%
% of All Funds
4.97%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
57
Increased
96
Reduced
110
Closed
35
Calls
$103M
Puts
$158M
Net Calls
-$54.6M
Net Calls Change
+$10.1M

Top Buyers

1
CCM
Candlestick Capital Management
Connecticut
$43.2M
2
Morgan Stanley
Morgan Stanley
New York
$41.5M
3
AC
Armistice Capital
New York
$21.5M
4
First Trust Advisors
First Trust Advisors
Illinois
$15.3M
5
Renaissance Technologies
Renaissance Technologies
New York
$15.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$343M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0
4
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$4.89M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
226
CIBC World Market
Ontario, Canada
$257K +$46.2K +134 +22%
PI
227
PineBridge Investments
New York
$257K -$29.7K -86 -10%
AT
228
American Trust
Kentucky
$255K +$255K +737 New
Deutsche Bank
229
Deutsche Bank
Germany
$255K +$70.8K +205 +39%
SGAM
230
Smith Group Asset Management
Texas
$252K +$252K +730 New
CB
231
CNB Bank
Pennsylvania
$246K +$36.6K +106 +17%
AC
232
AXQ Capital
New Jersey
$242K +$242K +700 New
RJFSA
233
Raymond James Financial Services Advisors
Florida
$240K -$20K -58 -8%
MSRPS
234
Maryland State Retirement & Pension System
Maryland
$235K – – –
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$229K +$4.41K +13 +2%
SRL
236
Scientech Research LLC
New Jersey
$229K +$229K +663 New
HighTower Advisors
237
HighTower Advisors
Illinois
$229K +$47.6K +139 +26%
DWM
238
Dakota Wealth Management
Florida
$229K -$13.8K -40 -6%
ASN
239
Advisory Services Network
Georgia
$228K -$1.38K -4 -0.6%
BRIA
240
Balanced Rock Investment Advisors
Massachusetts
$228K +$228K +659 New
SWP
241
Semus Wealth Partners
Florida
$218K -$836K -2,419 -79%
CAM
242
Cresset Asset Management
Illinois
$214K -$367K -1,063 -63%
Envestnet Portfolio Solutions
243
Envestnet Portfolio Solutions
Illinois
$210K +$11.4K +33 +6%
CC
244
Centiva Capital
New York
$210K +$210K +608 New
SFG
245
Sovereign Financial Group
Connecticut
$207K – – –
MWM
246
Mission Wealth Management
California
$201K – – –
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$194K +$10K +29 +5%
OC
248
Oakworth Capital
Alabama
$173K – – –
AF
249
Allworth Financial
California
$140K +$346 +1 +0.2%
US Bancorp
250
US Bancorp
Minnesota
$139K -$5.18K -15 -4%
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