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Boston Beer
SAM

Overview Fund Activity

296 hedge funds and large institutions have $2.75B invested in Boston Beer in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 102 increasing their positions, 95 reducing their positions, and 49 closing their positions.

Holders
296
Holders Change
-16
Holders Change %
-5.13%
% of All Funds
5.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
36
Increased
102
Reduced
95
Closed
49
Calls
$174M
Puts
$260M
Net Calls
-$86.6M
Net Calls Change
-$22.2M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$444M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$464M
3
Millennium Management
3
Millennium Management
New York
$42.8M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$46M
5
SAM
5
Southernsun Asset Management
Tennessee
$38.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$18.8M
2
CCM
2
Candlestick Capital Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$28.2M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
276
Global Retirement Partners
California
$4K 10 +10 New
NL
277
NVWM LLC
Pennsylvania
$3K 10 – –
RDFA
278
Ritter Daniher Financial Advisory
Ohio
$3K 8 – –
JWM
279
Janiczek Wealth Management
Colorado
$3K 8 +1 +14%
EARNEST Partners
280
EARNEST Partners
Georgia
$2K 5 – –
TFP
281
Tilia Fiduciary Partners
North Carolina
$2K 5 – –
PFBT
282
Parkside Financial Bank & Trust
Missouri
$2K 7 +6 +600%
Bank of Montreal
283
Bank of Montreal
Ontario, Canada
$1.91K 5,710 -1,178 -17%
BIA
284
Bell Investment Advisors
California
$1K 2 -5 -71%
TWA
285
TCI Wealth Advisors
Arizona
$1K 3 -4 -57%
GI
286
Gradient Investments
Minnesota
$1K 2 – –
ST
287
Smithfield Trust
Pennsylvania
$1K 4 – –
ODG
288
O'Dell Group
Ohio
$1K 3 – –
RA
289
Rise Advisors
New York
$1K 3 – –
CAL
290
Capital Advisors Ltd
Ohio
$1K 3 +1 +50%
SWA
291
Sutton Wealth Advisors
Florida
$647 2 – –
CCM
292
Candlestick Capital Management
Connecticut
– – -120,000 Closed
Voloridge Investment Management
293
Voloridge Investment Management
Florida
– – -64,169 Closed
AC
294
Armistice Capital
New York
– – -32,000 Closed
CC
295
Clearline Capital
New York
– – -22,553 Closed
EIA
296
Edgemoor Investment Advisors
Maryland
– – -14,202 Closed
ERSOT
297
Employees Retirement System of Texas
Texas
– – -6,000 Closed
BTW
298
Boston Trust Walden
Massachusetts
– – -5,395 Closed
QC
299
Quadrature Capital
United Kingdom
– – -2,521 Closed
Wolverine Trading
300
Wolverine Trading
Illinois
– – -2,050 Closed
10 11
12
13 14