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Boston Beer
SAM

Overview Fund Activity

296 hedge funds and large institutions have $2.75B invested in Boston Beer in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 102 increasing their positions, 95 reducing their positions, and 49 closing their positions.

Holders
296
Holders Change
-16
Holders Change %
-5.13%
% of All Funds
5.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
36
Increased
102
Reduced
95
Closed
49
Calls
$174M
Puts
$260M
Net Calls
-$86.6M
Net Calls Change
-$22.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$464M
2
Millennium Management
2
Millennium Management
New York
$42.8M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$46M
4
SAM
4
Southernsun Asset Management
Tennessee
$38.6M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$18.8M
2
CCM
2
Candlestick Capital Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$28.2M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$17K 51 +3 +6%
MAWCM
252
Mine & Arao Wealth Creation & Management
California
$16K 50 – –
WBC
253
West Branch Capital
Massachusetts
$16K 50 – –
AAP
254
Arax Advisory Partners
Colorado
$16K 50 – –
SSB
255
Sandy Spring Bank
Maryland
$14K 43 – –
WIM
256
Westside Investment Management
California
$12.9K 40 – –
QCG
257
Quadrant Capital Group
Ohio
$12K 37 -84 -69%
LC
258
Lindbrook Capital
California
$12K 36 +35 +3,500%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$11K 34 -460 -93%
HI
260
Harbour Investments
Wisconsin
$10K 33 – –
VNA
261
Valley National Advisers
Pennsylvania
$10K 29 – –
Kayne Anderson Rudnick Investment Management
262
Kayne Anderson Rudnick Investment Management
California
$10K 30 – –
First Manhattan
263
First Manhattan
New York
$10K 33 – –
APA
264
American Portfolios Advisors
New York
$9.71K 30 – –
Allspring Global Investments
265
Allspring Global Investments
North Carolina
$8K 27 -144 -84%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$8K 26 +7 +37%
FSWA
267
Financial Synergies Wealth Advisors
Texas
$7.77K 24 – –
MAM
268
Meeder Asset Management
Ohio
$7K 21 -9 -30%
AWM
269
Ameliora Wealth Management
Switzerland
$7K 20 +20 New
TF
270
TimeScale Financial
Massachusetts
$6K 18 – –
HCP
271
Hexagon Capital Partners
Arkansas
$6K 17 +15 +750%
PWMG
272
Prestige Wealth Management Group
New Jersey
$5K 14 -2 -13%
BTI
273
Blue Trust Inc
Georgia
$5K 18 +18 New
AWM
274
Accel Wealth Management
Iowa
$4K 11 – –
QC
275
Quent Capital
New York
$4K 13 – –
9 10
11
12 13