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Boston Beer
SAM

Overview Fund Activity

370 hedge funds and large institutions have $4.13B invested in Boston Beer in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 118 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-80
Holders Change %
-17.78%
% of All Funds
6.5%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
57
Increased
125
Reduced
118
Closed
132
Calls
$507M
Puts
$621M
Net Calls
-$113M
Net Calls Change
-$60.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$756M
2
CIP
2
Champlain Investment Partners
Vermont
$114M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$85.7M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$73.6M

Top Sellers

1
AM
1
Atreides Management
Massachusetts
$0
2
BlackRock
2
BlackRock
New York
$499M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$17.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$17M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$195K -$18.3K -36 -9%
SPWG
277
Sage Private Wealth Group
Illinois
$166K -$2.55K -5 -2%
NFG
278
Next Financial Group
Texas
$166K +$30.6K +60 +23%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$157K -$18.4K -36 -10%
FDCDDQ
280
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K +$20.9K +41 +15%
AI
281
AdvisorShares Investments
Maryland
$150K -$262K -516 -64%
HNB
282
Huntington National Bank
Ohio
$144K – – –
FEG
283
Financial Enhancement Group
Indiana
$140K +$140K +275 New
SPIA
284
Steward Partners Investment Advisory
New York
$135K +$90K +176 +200%
Acadian Asset Management
285
Acadian Asset Management
Massachusetts
$125K -$115K -227 -48%
BFEC
286
Benjamin F. Edwards & Company
Missouri
$123K +$123K +242 New
SSB
287
Sandy Spring Bank
Maryland
$104K – – –
LS
288
Livforsakringsbolaget Skandia
Sweden
$102K – – –
EBA
289
Eagle Bay Advisors
New York
$98K +$52.6K +102 +116%
PA
290
Parallel Advisors
California
$94K -$16.3K -32 -15%
FCB
291
First Command Bank
Texas
$87K – – –
FCFS
292
First Command Financial Services
Texas
$87K – – –
VI
293
Vestcor Inc
New Brunswick, Canada
$85K -$1.57M -3,059 -95%
QCG
294
Quadrant Capital Group
Ohio
$80K +$43.3K +85 +118%
EWM
295
Endurance Wealth Management
Rhode Island
$76K – – –
PH
296
Pinnacle Holdings
Oklahoma
$71.9K +$71.9K +141 New
AssetMark Inc
297
AssetMark Inc
California
$70K +$70K +137 New
GWM
298
Geneos Wealth Management
Colorado
$67K -$9.07K -18 -12%
APA
299
American Portfolios Advisors
New York
$66.3K -$13.8K -27 -17%
Schroder Investment Management Group
300
Schroder Investment Management Group
United Kingdom
$54K -$7.05M -13,843 -99%
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