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Boston Beer
SAM

Overview Fund Activity

369 hedge funds and large institutions have $7.47B invested in Boston Beer in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 89 increasing their positions, 135 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+48
Holders Change %
+14.95%
% of All Funds
7.47%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
89
Increased
89
Reduced
135
Closed
41
Calls
$235M
Puts
$273M
Net Calls
-$38.1M
Net Calls Change
-$11.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$218M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$476M
3
DCP
3
Durable Capital Partners
Maryland
$437M
4
ECU
4
Egerton Capital (UK)
United Kingdom
$108M
5
OAG
5
Orbis Allan Gray
Bermuda
$79.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$996M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$151M
3
CIP
3
Champlain Investment Partners
Vermont
$26.4M
4
BlackRock
4
BlackRock
New York
$692M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
276
MML Investors Services
Massachusetts
$308K -$118K -134 -28%
Lido Advisors
277
Lido Advisors
California
$305K -$106K -120 -26%
QCM
278
Quantinno Capital Management
New York
$297K +$297K +336 New
SP
279
Symmetry Partners
Connecticut
$296K +$296K +335 New
JIC
280
Johnson Investment Counsel
Ohio
$279K -$88.3K -100 -24%
AA
281
ALPS Advisors
Colorado
$272K -$239K -271 -47%
CTC
282
Central Trust Company
Missouri
$270K +$270K +306 New
CG
283
Caprock Group
Idaho
$269K +$269K +305 New
PCIA
284
Prime Capital Investment Advisors
Kansas
$265K – – –
MFS
285
Mirabella Financial Services
United Kingdom
$257K +$257K +291 New
GCP
286
GSA Capital Partners
United Kingdom
$257K +$257K +291 New
Truist Financial
287
Truist Financial
North Carolina
$255K +$255K +288 New
IRF
288
IBM Retirement Fund
New York
$254K +$254K +288 New
MFG
289
Menard Financial Group
Texas
$252K +$252K +285 New
HNB
290
Huntington National Bank
Ohio
$250K – – –
S
291
SignatureFD
Georgia
$250K +$19.4K +22 +8%
6M
292
6 Meridian
Kansas
$248K -$278K -315 -53%
KAS
293
Kestra Advisory Services
Texas
$246K – – –
PFA
294
Paradigm Financial Advisors
Missouri
$243K +$243K +275 New
PHK
295
Point72 Hong Kong
Hong Kong
$236K -$768K -869 -76%
PA
296
Parallel Advisors
California
$236K -$138K -156 -37%
JPMPWA
297
J.P. Morgan Private Wealth Advisors
California
$234K +$234K +265 New
SFA
298
Sequoia Financial Advisors
Ohio
$230K +$230K +260 New
IF
299
IRON Financial
Illinois
$228K +$228K +258 New
MWM
300
MinichMacGregor Wealth Management
New York
$225K +$225K +255 New
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