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Boston Beer
SAM

Overview Fund Activity

294 hedge funds and large institutions have $2.43B invested in Boston Beer in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 99 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-6
Holders Change %
-2%
% of All Funds
4.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
91
Reduced
99
Closed
41
Calls
$91.3M
Puts
$146M
Net Calls
-$54.6M
Net Calls Change
-$17.7M

Top Buyers

1
Man Group
Man Group
United Kingdom
$18.8M
2
Ameriprise
Ameriprise
Minnesota
$23.3M
3
Marshall Wace
Marshall Wace
United Kingdom
$14.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
$21.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$11.1M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$2.74M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$321M
4
Holocene Advisors
Holocene Advisors
New York
$3.16M
5
CCM
Candlestick Capital Management
Connecticut
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$13.9K -$16.3K -53 -54%
RTC
252
Riverview Trust Company
Washington
$13.6K – – –
SSB
253
Sandy Spring Bank
Maryland
$13.3K – – –
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.3K -$8.95K -29 -40%
NA
255
NewEdge Advisors
Louisiana
$12.6K +$12K +39 +1,950%
CIA
256
Cape Investment Advisory
Georgia
$10.5K – – –
First Manhattan
257
First Manhattan
New York
$10.2K – – –
VNA
258
Valley National Advisers
Pennsylvania
$9K – – –
NRG
259
Nemes Rush Group
Michigan
$7.71K +$7.71K +25 New
FSWA
260
Financial Synergies Wealth Advisors
Texas
$7.4K – – –
TPCW
261
TD Private Client Wealth
New York
$6.79K – – –
WP
262
WealthPLAN Partners
Nebraska
$6.48K – – –
EWP
263
Elevation Wealth Partners
California
$6.17K – – –
AWM
264
Ameliora Wealth Management
Switzerland
$6.17K – – –
TF
265
TimeScale Financial
Massachusetts
$5.55K – – –
CI Investments Inc
266
CI Investments Inc
Ontario, Canada
$4K +$3.69K +12 +1,200%
RWM
267
Ruedi Wealth Management
Illinois
$3.08K – – –
NL
268
NVWM LLC
Pennsylvania
$3.08K – – –
BTI
269
Blue Trust Inc
Georgia
$3K -$9K -27 -75%
TFGT
270
TS Financial Group (TSFG)
Illinois
$3K -$1.2K -4 -29%
S
271
SignatureFD
Georgia
$2.78K -$16K -52 -85%
RDFA
272
Ritter Daniher Financial Advisory
Ohio
$2.47K – – –
PWMG
273
Prestige Wealth Management Group
New Jersey
$2.16K -$309 -1 -13%
Bessemer Group
274
Bessemer Group
New Jersey
$2K +$2K +8 New
JWM
275
Janiczek Wealth Management
Colorado
$1.85K -$309 -1 -14%
9 10
11
12 13