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Boston Beer
SAM

Overview Fund Activity

323 hedge funds and large institutions have $2.17B invested in Boston Beer in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 93 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
51
Increased
93
Reduced
122
Closed
49
Calls
$80.8M
Puts
$71.1M
Net Calls
+$9.67M
Net Calls Change
+$50M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$216M
2
MIIM
Mesirow Institutional Investment Management
Illinois
$16M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$35M
4
Norges Bank
Norges Bank
Norway
$32.1M
5
Man Group
Man Group
United Kingdom
$23.4M

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$0
2
Citadel Advisors
Citadel Advisors
Florida
$13.8M
3
Squarepoint
Squarepoint
New York
$6.39M
4
Barclays
Barclays
United Kingdom
$2.75M
5
Renaissance Technologies
Renaissance Technologies
New York
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
251
Huntington National Bank
Ohio
$47K -$9.76K -32 -17%
HPC
252
HM Payson & Co
Maine
$45.8K – – –
FCAS
253
First Command Advisory Services
Texas
$44.2K – – –
PA
254
Parallel Advisors
California
$41.2K +$3.05K +10 +8%
KFS
255
Kelly Financial Services
Massachusetts
$40.4K – – –
MSG
256
Main Street Group
Virginia
$30.8K – – –
LI
257
LRI Investments
Florida
$30.5K – – –
CWP
258
Concord Wealth Partners
Virginia
$30.5K – – –
JWM
259
Janiczek Wealth Management
Colorado
$29.9K +$28.1K +92 +1,533%
AA
260
Addison Advisors
Vermont
$28.7K – – –
C
261
Covestor
United Kingdom
$28K -$93.9K -312 -77%
FFA
262
Farther Finance Advisors
California
$25.1K +$24.8K +82 +8,200%
HIA
263
Harbor Investment Advisory
Maryland
$21.4K – – –
EBA
264
Eagle Bay Advisors
New York
$21.4K – – –
GI
265
GAMMA Investing
California
$21.4K +$13.7K +45 +180%
IA
266
IFP Advisors
Florida
$18.3K -$449K -1,471 -96%
SIC
267
Salem Investment Counselors
North Carolina
$18.3K – – –
TCPG
268
Trivant Custom Portfolio Group
California
$18.3K – – –
LWCFA
269
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18.1K -$76.1K -265 -81%
AAG
270
Armstrong Advisory Group
Massachusetts
$18K -$1.53K -5 -8%
FHA
271
First Horizon Advisors
Tennessee
$18K +$18K +59 New
HCP
272
Hexagon Capital Partners
Arkansas
$17.1K -$3.97K -13 -19%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$16.5K +$8.85K +29 +116%
SSB
274
Sandy Spring Bank
Maryland
$16.2K +$3.05K +10 +23%
HNB
275
Hilltop National Bank
Wyoming
$15.3K – – –
9 10
11
12 13