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Boston Beer

320 hedge funds and large institutions have $3.04B invested in Boston Beer in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 89 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
57
Increased
89
Reduced
111
Closed
26
Calls
$112M
Puts
$176M
Net Calls
-$64.7M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
C
251
Covestor
United Kingdom
$32K +$15K +38 +88%
NFSG
252
Newbridge Financial Services Group
Florida
$31.2K -$23.4K -60 -43%
TPCW
253
TD Private Client Wealth
New York
$27.7K +$19.1K +49 +223%
HIA
254
Harbor Investment Advisory
Maryland
$27.3K
EBA
255
Eagle Bay Advisors
New York
$27.3K
HCM
256
Hollencrest Capital Management
California
$25.7K
AAG
257
Armstrong Advisory Group
Massachusetts
$24.9K -$11.7K -30 -32%
TCPG
258
Trivant Custom Portfolio Group
California
$23.4K
SIC
259
Salem Investment Counselors
North Carolina
$23.4K
GWM
260
Geneos Wealth Management
Colorado
$23.4K +$3.9K +10 +20%
NA
261
NewEdge Advisors
Louisiana
$22.2K +$6.23K +16 +39%
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$21K +$1.56K +4 +8%
S
263
SignatureFD
Georgia
$20.6K +$17.1K +44 +489%
VWM
264
Venturi Wealth Management
Texas
$20.3K +$20.3K +52 New
WBC
265
West Branch Capital
Massachusetts
$19.5K
WT
266
Washington Trust
Rhode Island
$17.9K +$17.9K +46 New
KA
267
Kozak & Associates
Colorado
$17.7K
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$17.5K
RTC
269
Riverview Trust Company
Washington
$17.1K
SSB
270
Sandy Spring Bank
Maryland
$16.8K
Qube Research & Technologies (QRT)
271
Qube Research & Technologies (QRT)
United Kingdom
$16K -$1.93M -4,952 -99%
First Manhattan
272
First Manhattan
New York
$12.9K
CFB
273
Cullen/Frost Bankers
Texas
$12.9K +$12.9K +33 New
ITIM
274
Indiana Trust & Investment Management
Indiana
$12.9K +$12.9K +33 New
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K -$4.67K -12 -28%