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Boston Beer

324 hedge funds and large institutions have $2.22B invested in Boston Beer in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 97 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-15
Holders Change %
-4.42%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
43
Increased
116
Reduced
97
Closed
57
Calls
$55.3M
Puts
$95.7M
Net Calls
-$40.3M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
226
Kestra Advisory Services
Texas
$216K -$30.1K -99 -12%
National Bank of Canada
227
National Bank of Canada
Quebec, Canada
$211K +$14.3K +49 +7%
PTC
228
Petrus Trust Company
Texas
$209K +$209K +687 New
AC
229
AXQ Capital
New Jersey
$205K -$7.92K -26 -4%
NC
230
nVerses Capital
Florida
$183K +$183K +600 New
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$157K -$14.3K -47 -8%
OC
232
Oakworth Capital
Alabama
$152K
Walleye Capital
233
Walleye Capital
New York
$127K -$643K -2,111 -84%
C
234
Covestor
United Kingdom
$124K +$87.6K +286 +240%
AF
235
Allworth Financial
California
$123K
HT
236
Headlands Technologies
Illinois
$114K +$114K +373 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
237
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$111K +$111K +365 New
US Bancorp
238
US Bancorp
Minnesota
$106K -$16.4K -54 -13%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$102K +$33.1K +109 +48%
SDIC
240
South Dakota Investment Council
South Dakota
$100K -$355K -1,172 -78%
LWCFA
241
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94.9K
EAM
242
Eukles Asset Management
Ohio
$92.2K -$179K -588 -66%
SPIA
243
Steward Partners Investment Advisory
New York
$88.6K -$4.57K -15 -5%
GRP
244
Global Retirement Partners
California
$84.3K -$304 -1 -0.4%
PS
245
Principal Securities
Iowa
$83.1K +$11.3K +37 +16%
CA
246
CoreCap Advisors
Michigan
$81K +$81K +266 New
UB
247
UMB Bank
Missouri
$68.5K +$609 +2 +0.9%
KBC Group
248
KBC Group
Belgium
$68K +$27.4K +90 +68%
CFM
249
Catalyst Funds Management
Australia
$60.9K +$60.9K +200 New
HNB
250
Huntington National Bank
Ohio
$56.6K -$6.39K -21 -10%