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Boston Beer
SAM

Overview Fund Activity

266 hedge funds and large institutions have $2.57B invested in Boston Beer in 2019 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+16
Holders Change %
+6.4%
% of All Funds
5.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
48
Increased
76
Reduced
92
Closed
30
Calls
$42.6M
Puts
$67.7M
Net Calls
-$25.1M
Net Calls Change
-$11.7M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$62.1M
2
AQR Capital Management
AQR Capital Management
Connecticut
$111M
3
TA
Teachers Advisors
New York
$23.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$293M
5
Macquarie Group
Macquarie Group
Australia
$67.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$378M
2
AL
AJO LP
Pennsylvania
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.75M
4
Fisher Asset Management
Fisher Asset Management
Washington
$78.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
251
Front Row Advisors
California
$5K – – –
IA
252
IFP Advisors
Florida
$4K -$150K -562 -97%
LPWM
253
Lake Point Wealth Management
Texas
$4K – – –
MCM
254
MV Capital Management
Maryland
$4K +$4K +15 New
HAM
255
Highstreet Asset Management
Ontario, Canada
$3K – – –
SWP
256
Strategic Wealth Partners
Ohio
$3K +$3K +10 New
GSWM
257
Golden State Wealth Management
California
$3K +$3K +10 New
WCG
258
Weaver Consulting Group
California
$3K +$3K +10 New
VNA
259
Valley National Advisers
Pennsylvania
$2K – – –
HGWM
260
Harvest Group Wealth Management
Massachusetts
$2K +$2K +6 New
PVH
261
Psagot Value Holdings
Israel
$2K +$2K +7 New
BCA
262
Berman Capital Advisors
Georgia
$1K – – –
WT
263
Whittier Trust
California
$1K +$1K +3 New
AIA
264
Alera Investment Advisors
Illinois
$1K +$1K +4 New
CAM
265
Cresset Asset Management
Illinois
$1K +$1K +5 New
AL
266
AJO LP
Pennsylvania
– -$16.1M -66,793 Closed
Lord, Abbett & Co
267
Lord, Abbett & Co
New Jersey
– -$5.88M -24,428 Closed
MC
268
Maplelane Capital
New York
– -$2.89M -12,004 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
269
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$1.69M -7,000 Closed
AI
270
Atom Investors
Texas
– -$1.5M -6,218 Closed
KC
271
Kepos Capital
New York
– -$1.15M -4,787 Closed
BAM
272
Blueshift Asset Management
New Jersey
– -$920K -3,821 Closed
FMBTD
273
First Midwest Bank Trust Division
Illinois
– -$914K -3,795 Closed
Russell Investments Group
274
Russell Investments Group
United Kingdom
– -$904K -3,751 Closed
WCM
275
Weld Capital Management
New York
– -$670K -2,782 Closed
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