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Boston Beer
SAM

Overview Fund Activity

277 hedge funds and large institutions have $3.26B invested in Boston Beer in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 116 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-18
Holders Change %
-6.1%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
29
Increased
75
Reduced
116
Closed
44
Calls
$54.1M
Puts
$61.7M
Net Calls
-$7.58M
Net Calls Change
+$17M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$127M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$60.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$56.5M
4
Macquarie Group
4
Macquarie Group
Australia
$94.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$205M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.17M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$11M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$307M
4
Invesco
4
Invesco
Georgia
$56M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
251
Concourse Financial Group Securities
Alabama
$15K -$9.64K -27 -39%
CCM
252
Covington Capital Management
California
$15K – – –
BCWM
253
Bartlett & Co Wealth Management
Ohio
$12.1K – – –
First Manhattan
254
First Manhattan
New York
$12K – – –
NEIRG
255
New England Investment & Retirement Group
Massachusetts
$12K +$12K +33 New
BC
256
Bartlett & Co
Ohio
$12K +$12K +33 New
APA
257
American Portfolios Advisors
New York
$11K – – –
PAM
258
Panagora Asset Management
Massachusetts
$11K – – –
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
OAM
260
Oppenheimer Asset Management
New York
$10K – – –
TF
261
TimeScale Financial
Massachusetts
$6K – – –
AIS
262
Accurate Investment Solutions
Pennsylvania
$6K – – –
AAMU
263
Amundi Asset Management US
Massachusetts
$4K -$109K -301 -96%
LPWM
264
Lake Point Wealth Management
Texas
$4K – – –
GSWM
265
Golden State Wealth Management
California
$4K +$4K +10 New
VNA
266
Valley National Advisers
Pennsylvania
$3K – – –
GAM
267
Gemmer Asset Management
California
$3K – – –
SL
268
Savior LLC
Massachusetts
$3K – – –
BCA
269
Berman Capital Advisors
Georgia
$2K – – –
S
270
SignatureFD
Georgia
$2K +$1K +3 +100%
TWA
271
TCI Wealth Advisors
Arizona
$2K +$2K +5 New
ABC
272
Associated Banc-Corp
Wisconsin
$2K +$2K +6 New
WT
273
Whittier Trust
California
$1K – – –
FANJ
274
Financial Architects (New Jersey)
New Jersey
$1K – – –
IFAM
275
Institutional & Family Asset Management
Colorado
$1K – – –
9 10
11
12 13