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Boston Beer
SAM

Overview Fund Activity

300 hedge funds and large institutions have $2.66B invested in Boston Beer in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 94 increasing their positions, 102 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
-14
Holders Change %
-4.46%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
94
Reduced
102
Closed
51
Calls
$107M
Puts
$144M
Net Calls
-$36.9M
Net Calls Change
-$50M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$60.1M
2
SAM
2
Southeastern Asset Management
Tennessee
$35.7M
3
CCM
3
Candlestick Capital Management
Connecticut
$34.5M
4
Holocene Advisors
4
Holocene Advisors
New York
$22.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17.4M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$372M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.1M
3
EIP
3
Epoch Investment Partners
New York
$7.97M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$0
5
Man Group
5
Man Group
United Kingdom
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
251
West Branch Capital
Massachusetts
$16.4K – – –
KA
252
Kozak & Associates
Colorado
$16.1K +$16.1K +49 New
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$15.8K – – –
RTC
254
Riverview Trust Company
Washington
$14.5K +$14.5K +44 New
SSB
255
Sandy Spring Bank
Maryland
$14.1K – – –
BTI
256
Blue Trust Inc
Georgia
$12K +$6.33K +19 +112%
CIA
257
Cape Investment Advisory
Georgia
$11.2K +$11.2K +34 New
First Manhattan
258
First Manhattan
New York
$10.8K – – –
VNA
259
Valley National Advisers
Pennsylvania
$9K – – –
FSWA
260
Financial Synergies Wealth Advisors
Texas
$7.89K – – –
TPCW
261
TD Private Client Wealth
New York
$7.23K -$519K -1,580 -99%
WP
262
WealthPLAN Partners
Nebraska
$6.9K +$6.9K +21 New
AWM
263
Ameliora Wealth Management
Switzerland
$6.57K – – –
EWP
264
Elevation Wealth Partners
California
$6.57K +$6.57K +20 New
TF
265
TimeScale Financial
Massachusetts
$5.92K – – –
TFGT
266
TS Financial Group (TSFG)
Illinois
$5K -$15.4K -43 -75%
AWM
267
Activest Wealth Management
Florida
$4.91K +$4.91K +15 New
AWM
268
Accel Wealth Management
Iowa
$3.62K – – –
NL
269
NVWM LLC
Pennsylvania
$3.29K – – –
RWM
270
Ruedi Wealth Management
Illinois
$3.29K – – –
PWMG
271
Prestige Wealth Management Group
New Jersey
$2.63K -$1.97K -6 -43%
RDFA
272
Ritter Daniher Financial Advisory
Ohio
$2.63K – – –
JWM
273
Janiczek Wealth Management
Colorado
$2.26K – – –
CAL
274
Capital Advisors Ltd
Ohio
$2K +$1.14K +4 +133%
PFBT
275
Parkside Financial Bank & Trust
Missouri
$1.97K -$329 -1 -14%
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