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Boston Beer
SAM

Overview Fund Activity

322 hedge funds and large institutions have $2.99B invested in Boston Beer in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 85 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-55
Holders Change %
-14.59%
% of All Funds
5.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
133
Reduced
85
Closed
90
Calls
$161M
Puts
$259M
Net Calls
-$98.5M
Net Calls Change
-$21.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$318M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$38.9M
3
EIP
Epoch Investment Partners
New York
$53.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$545M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$28.6M

Top Sellers

1
DCP
Durable Capital Partners
Maryland
$55.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
CCM
Candlestick Capital Management
Connecticut
$0
4
UBS Group
UBS Group
Switzerland
$8.87M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
251
Simplex Trading
Illinois
$42K +$3.82K +10 +10%
KFS
252
Kelly Financial Services
Massachusetts
$39.6K – – –
AA
253
Addison Advisors
Vermont
$37K – – –
MCC
254
Money Concepts Capital
Florida
$33K +$33K +86 New
FCA
255
FinTrust Capital Advisors
South Carolina
$31K – – –
QCG
256
Quadrant Capital Group
Ohio
$31K +$4.16K +11 +15%
MAM
257
Meeder Asset Management
Ohio
$28K +$17.5K +45 +167%
HIA
258
Harbor Investment Advisory
Maryland
$27K – – –
SIC
259
Salem Investment Counselors
North Carolina
$23K – – –
WT
260
Washington Trust
Rhode Island
$21K – – –
CWP
261
Concord Wealth Partners
Virginia
$21K – – –
National Bank of Canada
262
National Bank of Canada
Quebec, Canada
$20K +$20K +51 New
AAP
263
Arax Advisory Partners
Colorado
$19K – – –
WBC
264
West Branch Capital
Massachusetts
$19K – – –
MAWCM
265
Mine & Arao Wealth Creation & Management
California
$19K – – –
IA
266
IFP Advisors
Florida
$18K +$1.23K +5 +7%
WIM
267
Westside Investment Management
California
$15.6K +$15.6K +40 New
BBPWM
268
Blue Bell Private Wealth Management
Pennsylvania
$13K – – –
SSB
269
Sandy Spring Bank
Maryland
$13K – – –
GLLW
270
Graves Light Lenhart Wealth
Virginia
$13K – – –
BC
271
Bartlett & Co
Ohio
$13K +$13K +33 New
RIM
272
Rockbridge Investment Management
New York
$12.9K +$12.9K +33 New
BCWM
273
Bartlett & Co Wealth Management
Ohio
$12.8K +$12.8K +33 New
First Manhattan
274
First Manhattan
New York
$12K – – –
Kayne Anderson Rudnick Investment Management
275
Kayne Anderson Rudnick Investment Management
California
$12K – – –
9 10
11
12 13