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Boston Beer
SAM

Overview Fund Activity

300 hedge funds and large institutions have $2.66B invested in Boston Beer in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 94 increasing their positions, 102 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
-14
Holders Change %
-4.46%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
94
Reduced
102
Closed
51
Calls
$107M
Puts
$144M
Net Calls
-$36.9M
Net Calls Change
-$50M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$60.1M
2
SAM
2
Southeastern Asset Management
Tennessee
$35.7M
3
CCM
3
Candlestick Capital Management
Connecticut
$34.5M
4
Holocene Advisors
4
Holocene Advisors
New York
$22.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17.4M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$372M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.1M
3
EIP
3
Epoch Investment Partners
New York
$7.97M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$0
5
Man Group
5
Man Group
United Kingdom
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
276
Clearstead Advisors
Ohio
$1.97K – – –
HCP
277
Hexagon Capital Partners
Arkansas
$1.97K -$1.97K -6 -50%
QC
278
Quent Capital
New York
$1.97K – – –
EI
279
Ellevest Inc
New York
$1.64K -$1.32K -4 -44%
TFP
280
Tilia Fiduciary Partners
North Carolina
$1.64K – – –
EARNEST Partners
281
EARNEST Partners
Georgia
$1.64K – – –
TWA
282
TCI Wealth Advisors
Arizona
$1.64K – – –
SS
283
Sunbelt Securities
Texas
$1.64K +$1.64K +5 New
SWM
284
Spire Wealth Management
Virginia
$1.32K -$986 -3 -43%
WWP
285
WR Wealth Planners
Missouri
$1.32K +$1.32K +4 New
EWA
286
EverSource Wealth Advisors
Alabama
$1.32K +$1.32K +4 New
MC
287
Machina Capital
France
$1.32K +$1.32K +4 New
GWSA
288
Global Wealth Strategies & Associates
Colorado
$1.32K +$1.32K +4 New
LC
289
Lindbrook Capital
California
$986 -$657 -2 -40%
RA
290
Rise Advisors
New York
$986 – – –
VCM
291
Versant Capital Management
Arizona
$986 +$986 +3 New
BIA
292
Bell Investment Advisors
California
$658 -$329 -1 -33%
NA
293
NewEdge Advisors
Louisiana
$657 -$12.8K -39 -95%
GI
294
Gradient Investments
Minnesota
$657 – – –
Commonwealth Equity Services
295
Commonwealth Equity Services
Massachusetts
$408 +$16 +49 +4%
AP
296
Atwood & Palmer
Missouri
$337 – – –
SWA
297
SOA Wealth Advisors
New York
$329 – – –
BAAM
298
Baker Avenue Asset Management
California
$329 – – –
LCM
299
Logan Capital Management
Pennsylvania
$328 – – –
JFL
300
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$14.9M -45,185 Closed
10 11
12
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