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Boston Beer

339 hedge funds and large institutions have $2.59B invested in Boston Beer in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+19
Holders Change %
+5.94%
% of All Funds
4.97%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
57
Increased
96
Reduced
110
Closed
35
Calls
$103M
Puts
$158M
Net Calls
-$54.6M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EC
251
EntryPoint Capital
New York
$135K +$135K +391 New
A
252
AlphaQuest
New York
$129K +$129K +372 New
LWCFA
253
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K
SPIA
254
Steward Partners Investment Advisory
New York
$106K +$8.64K +25 +9%
GRP
255
Global Retirement Partners
California
$99.8K -$359 -1 -0.4%
PS
256
Principal Securities
Iowa
$81.6K +$81.6K +236 New
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$78K +$11.7K +34 +18%
UB
258
UMB Bank
Missouri
$77.1K -$34.6K -100 -31%
HNB
259
Huntington National Bank
Ohio
$71.5K +$1.73K +5 +2%
OP
260
ORG Partners
Indiana
$55.3K
DekaBank Deutsche Girozentrale
261
DekaBank Deutsche Girozentrale
Germany
$54K
MA
262
MCF Advisors
Kentucky
$53.9K
Lazard Asset Management
263
Lazard Asset Management
New York
$53K
HPC
264
HM Payson & Co
Maine
$51.8K
LA
265
LM Advisors
California
$51.8K +$51.8K +150 New
FCAS
266
First Command Advisory Services
Texas
$50.1K
KBC Group
267
KBC Group
Belgium
$46K
QL
268
Quarry LP
New York
$42.2K +$42.2K +122 New
PA
269
Parallel Advisors
California
$41.8K +$3.11K +9 +8%
TWC
270
TD Waterhouse Canada
Ontario, Canada
$41.2K
C
271
Covestor
United Kingdom
$41K +$13.1K +38 +47%
MSG
272
Main Street Group
Virginia
$35.3K +$35.3K +102 New
CWP
273
Concord Wealth Partners
Virginia
$34.6K
KFS
274
Kelly Financial Services
Massachusetts
$34.3K
AA
275
Addison Advisors
Vermont
$32.5K