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Boston Beer
SAM

Overview Fund Activity

295 hedge funds and large institutions have $3.34B invested in Boston Beer in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 108 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-4
Holders Change %
-1.34%
% of All Funds
5.83%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
42
Increased
85
Reduced
108
Closed
44
Calls
$36.6M
Puts
$61.2M
Net Calls
-$24.6M
Net Calls Change
+$33.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$185M
3
TCM
3
TimesSquare Capital Management
New York
$27.4M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$25.6M
5
Macquarie Group
5
Macquarie Group
Australia
$67.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$27.5M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$90.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.99M
4
WG
4
Winton Group
United Kingdom
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
OAM
277
Oppenheimer Asset Management
New York
$10K – – –
VAIA
278
Virtus Alternative Investment Advisers
Connecticut
$9K +$9K +23 New
TF
279
TimeScale Financial
Massachusetts
$6K – – –
AIS
280
Accurate Investment Solutions
Pennsylvania
$6K – – –
WCG
281
Weaver Consulting Group
California
$4K – – –
LPWM
282
Lake Point Wealth Management
Texas
$4K +$4K +10 New
GAM
283
Gemmer Asset Management
California
$3K -$5.14K -12 -63%
Lazard Asset Management
284
Lazard Asset Management
New York
$3K – – –
VNA
285
Valley National Advisers
Pennsylvania
$3K – – –
PHK
286
Point72 Hong Kong
Hong Kong
$3K +$3K +7 New
SL
287
Savior LLC
Massachusetts
$3K +$3K +7 New
PCM
288
Prelude Capital Management
New York
$2K -$57.5K -115 -97%
HGWM
289
Harvest Group Wealth Management
Massachusetts
$2K – – –
BCA
290
Berman Capital Advisors
Georgia
$2K – – –
S
291
SignatureFD
Georgia
$1K -$65.7K -197 -99%
WT
292
Whittier Trust
California
$1K – – –
IFAM
293
Institutional & Family Asset Management
Colorado
$1K – – –
FANJ
294
Financial Architects (New Jersey)
New Jersey
$1K – – –
PAA
295
Peregrine Asset Advisers
Oregon
$302 – – –
WG
296
Winton Group
United Kingdom
– -$22.5M -61,780 Closed
AC
297
Apertura Capital
Texas
– -$8.11M -22,271 Closed
CCI
298
Columbus Circle Investors
– -$6.89M -18,910 Closed
TI
299
Trexquant Investment
Connecticut
– -$5.54M -15,225 Closed
PI
300
PEAK6 Investments
Illinois
– -$4.08M -11,198 Closed
10 11
12
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