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Boston Beer
SAM

Overview Fund Activity

294 hedge funds and large institutions have $2.43B invested in Boston Beer in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 99 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-6
Holders Change %
-2%
% of All Funds
4.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
91
Reduced
99
Closed
41
Calls
$91.3M
Puts
$146M
Net Calls
-$54.6M
Net Calls Change
-$17.7M

Top Buyers

1
Man Group
Man Group
United Kingdom
$18.8M
2
Ameriprise
Ameriprise
Minnesota
$23.3M
3
Marshall Wace
Marshall Wace
United Kingdom
$14.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
$21.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$11.1M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$2.74M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$321M
4
Holocene Advisors
Holocene Advisors
New York
$3.16M
5
CCM
Candlestick Capital Management
Connecticut
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
276
Parkside Financial Bank & Trust
Missouri
$1.85K – – –
HCP
277
Hexagon Capital Partners
Arkansas
$1.85K – – –
QC
278
Quent Capital
New York
$1.85K – – –
CA
279
Clearstead Advisors
Ohio
$1.85K – – –
SS
280
Sunbelt Securities
Texas
$1.54K – – –
TFP
281
Tilia Fiduciary Partners
North Carolina
$1.54K – – –
EARNEST Partners
282
EARNEST Partners
Georgia
$1.54K – – –
WWP
283
WR Wealth Planners
Missouri
$1.23K – – –
CAL
284
Capital Advisors Ltd
Ohio
$1K -$750 -3 -43%
ODG
285
O'Dell Group
Ohio
$926 +$926 +3 New
RA
286
Rise Advisors
New York
$925 – – –
VCM
287
Versant Capital Management
Arizona
$617 -$309 -1 -33%
LC
288
Lindbrook Capital
California
$617 -$309 -1 -33%
BIA
289
Bell Investment Advisors
California
$617 – – –
GI
290
Gradient Investments
Minnesota
$617 – – –
AP
291
Atwood & Palmer
Missouri
$316 – – –
JWA
292
JFS Wealth Advisors
Pennsylvania
$309 +$309 +1 New
LCM
293
Logan Capital Management
Pennsylvania
$308 – – –
GWS
294
Glassman Wealth Services
Virginia
$308 +$308 +1 New
CIP
295
Champlain Investment Partners
Vermont
– -$86M -261,660 Closed
ECU
296
Eisler Capital (US)
New York
– -$1.97M -6,006 Closed
HSBC Holdings
297
HSBC Holdings
United Kingdom
– -$1.5M -4,584 Closed
PL
298
Polianta Ltd
Jersey
– -$1.18M -3,600 Closed
CL
299
CIM LLC
New York
– -$1.04M -3,168 Closed
SSA
300
Schonfeld Strategic Advisors
New York
– -$994K -3,024 Closed
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12
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