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Boston Beer
SAM

Overview Fund Activity

314 hedge funds and large institutions have $2.65B invested in Boston Beer in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 93 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
52
Increased
93
Reduced
108
Closed
31
Calls
$203M
Puts
$190M
Net Calls
+$13.1M
Net Calls Change
+$99.8M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$53.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$505M
3
BlackRock
3
BlackRock
New York
$278M
4
Man Group
4
Man Group
United Kingdom
$14.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$47.2M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.51M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$1.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$408M
4
Millennium Management
4
Millennium Management
New York
$6.02M
5
EIP
5
Epoch Investment Partners
New York
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
276
Fifth Third Bancorp
Ohio
$11.9K +$659 +2 +6%
First Manhattan
277
First Manhattan
New York
$10.9K – – –
QCG
278
Quadrant Capital Group
Ohio
$10.5K -$1.65K -5 -14%
Kayne Anderson Rudnick Investment Management
279
Kayne Anderson Rudnick Investment Management
California
$10.1K – – –
VNA
280
Valley National Advisers
Pennsylvania
$9K – – –
FSWA
281
Financial Synergies Wealth Advisors
Texas
$7.91K – – –
AWM
282
Ameliora Wealth Management
Switzerland
$6.59K – – –
BTI
283
Blue Trust Inc
Georgia
$6K -$353 -1 -6%
TF
284
TimeScale Financial
Massachusetts
$5.83K – – –
PWMG
285
Prestige Wealth Management Group
New Jersey
$4.61K – – –
HCP
286
Hexagon Capital Partners
Arkansas
$3.95K -$1.65K -5 -29%
AWM
287
Accel Wealth Management
Iowa
$3.63K – – –
NL
288
NVWM LLC
Pennsylvania
$3.3K – – –
GRP
289
Global Retirement Partners
California
$3.3K – – –
RWM
290
Ruedi Wealth Management
Illinois
$3.3K +$3.3K +10 New
EI
291
Ellevest Inc
New York
$2.97K +$2.97K +9 New
RDFA
292
Ritter Daniher Financial Advisory
Ohio
$2.64K – – –
CS
293
Comerica Securities
Michigan
$2.64K +$2.64K +8 New
JWM
294
Janiczek Wealth Management
Colorado
$2.45K -$350 -1 -13%
PFBT
295
Parkside Financial Bank & Trust
Missouri
$2.31K – – –
SWM
296
Spire Wealth Management
Virginia
$2K +$2K +7 New
QC
297
Quent Capital
New York
$1.98K -$2.31K -7 -54%
CA
298
Clearstead Advisors
Ohio
$1.98K +$1.98K +6 New
WT
299
Washington Trust
Rhode Island
$1.65K -$16.5K -50 -91%
LC
300
Lindbrook Capital
California
$1.65K -$10.2K -31 -86%
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12
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