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Boston Beer
SAM

Overview Fund Activity

295 hedge funds and large institutions have $3.34B invested in Boston Beer in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 108 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-4
Holders Change %
-1.34%
% of All Funds
5.83%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
42
Increased
85
Reduced
108
Closed
44
Calls
$36.6M
Puts
$61.2M
Net Calls
-$24.6M
Net Calls Change
+$33.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$185M
3
TCM
3
TimesSquare Capital Management
New York
$27.4M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$25.6M
5
Macquarie Group
5
Macquarie Group
Australia
$67.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$27.5M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$90.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.99M
4
WG
4
Winton Group
United Kingdom
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
251
Kelly Financial Services
Massachusetts
$38.5K – – –
CMBA
252
C.M. Bidwell & Associates
Hawaii
$38K -$39.1K -103 -51%
SIC
253
Salem Investment Counselors
North Carolina
$38K – – –
HPC
254
HM Payson & Co
Maine
$38K – – –
GWM
255
Geneos Wealth Management
Colorado
$38K – – –
EWM
256
EPG Wealth Management
Georgia
$38K +$38K +100 New
PCM
257
Pinz Capital Management
New York
$38K +$38K +100 New
AAM
258
Advisors Asset Management
Colorado
$30K -$380 -1 -1%
HIA
259
Harbor Investment Advisory
Maryland
$27K +$27K +71 New
OPS
260
Orion Portfolio Solutions
Nebraska
$27K +$27K +71 New
QCG
261
Quadrant Capital Group
Ohio
$26K – – –
CFGS
262
Concourse Financial Group Securities
Alabama
$26K +$2.64K +7 +11%
MAM
263
Meeder Asset Management
Ohio
$25K – – –
CHAM
264
Clear Harbor Asset Management
Connecticut
$24.9K +$24.9K +66 New
ASN
265
Advisory Services Network
Georgia
$23K – – –
ONST
266
Old North State Trust
North Carolina
$21K – – –
GDP
267
Great Diamond Partners
Maine
$21K +$21K +58 New
CCMW
268
Cypress Capital Management (Wyoming)
Wyoming
$19K – – –
AAP
269
Arax Advisory Partners
Colorado
$19K – – –
CCM
270
Covington Capital Management
California
$15K – – –
BCWM
271
Bartlett & Co Wealth Management
Ohio
$12.5K – – –
First Manhattan
272
First Manhattan
New York
$12K – – –
SSB
273
Sandy Spring Bank
Maryland
$12K +$12K +33 New
APA
274
American Portfolios Advisors
New York
$11.3K -$54K -143 -83%
PAM
275
Panagora Asset Management
Massachusetts
$11K -$518K -1,414 -98%
9 10
11
12 13