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Boston Beer
SAM

Overview Fund Activity

299 hedge funds and large institutions have $3.25B invested in Boston Beer in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 92 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+29
Holders Change %
+10.74%
% of All Funds
6.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
52
Increased
92
Reduced
91
Closed
21
Calls
$118M
Puts
$176M
Net Calls
-$57.7M
Net Calls Change
-$46.9M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$57.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$53.3M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$33.9M
4
Renaissance Technologies
Renaissance Technologies
New York
+$33.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$27.5M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$33.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$31.8M
3
PAM
Panagora Asset Management
Massachusetts
-$30.8M
4
Deutsche Bank
Deutsche Bank
Germany
-$27.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
276
Arax Advisory Partners
Colorado
$18K – – –
CCMW
277
Cypress Capital Management (Wyoming)
Wyoming
$18K – – –
CCM
278
Covington Capital Management
California
$15K – – –
BCWM
279
Bartlett & Co Wealth Management
Ohio
$12K – – –
First Manhattan
280
First Manhattan
New York
$12K – – –
BC
281
Bartlett & Co
Ohio
$12K – – –
OAM
282
Oppenheimer Asset Management
New York
$10K – – –
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$10K – – –
GAM
285
Gemmer Asset Management
California
$7K – – –
TF
286
TimeScale Financial
Massachusetts
$7K – – –
SWP
287
Strategic Wealth Partners
Ohio
$6.19K +$6.19K +17 New
AIS
288
Accurate Investment Solutions
Pennsylvania
$5K +$5K +15 New
HAM
289
Highstreet Asset Management
Ontario, Canada
$4K – – –
WCG
290
Weaver Consulting Group
California
$4K – – –
CBT
291
Capital Bank & Trust
California
$4K +$4K +10 New
VNA
292
Valley National Advisers
Pennsylvania
$3K – – –
Lazard Asset Management
293
Lazard Asset Management
New York
$3K +$3K +9 New
GWAG
294
Garrett Wealth Advisory Group
Texas
$2.18K +$2.18K +6 New
HGWM
295
Harvest Group Wealth Management
Massachusetts
$2K – – –
BCA
296
Berman Capital Advisors
Georgia
$2K – – –
WT
297
Whittier Trust
California
$1K – – –
FANJ
298
Financial Architects (New Jersey)
New Jersey
$1K – – –
IFAM
299
Institutional & Family Asset Management
Colorado
$1K +$1K +3 New
Point72 Asset Management
300
Point72 Asset Management
Connecticut
– -$18.3M -48,419 Closed
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