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Boston Beer
SAM

Overview Fund Activity

320 hedge funds and large institutions have $3.04B invested in Boston Beer in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 89 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
57
Increased
89
Reduced
111
Closed
26
Calls
$112M
Puts
$176M
Net Calls
-$64.7M
Net Calls Change
-$10.1M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$73.6M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$29.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$26.3M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$44.4M
5
Squarepoint
5
Squarepoint
New York
$14M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$359M
2
CCM
2
Candlestick Capital Management
Connecticut
$0
3
Ameriprise
3
Ameriprise
Minnesota
$7.5M
4
Man Group
4
Man Group
United Kingdom
$16.8M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
276
Quadrant Capital Group
Ohio
$11.7K -$12.1K -31 -51%
VNA
277
Valley National Advisers
Pennsylvania
$11K – – –
NRG
278
Nemes Rush Group
Michigan
$9.74K – – –
FSWA
279
Financial Synergies Wealth Advisors
Texas
$9.35K – – –
CIA
280
Cape Investment Advisory
Georgia
$8.57K -$4.68K -12 -35%
BAAM
281
Baker Avenue Asset Management
California
$8.57K +$8.57K +22 New
EWP
282
Elevation Wealth Partners
California
$7.79K – – –
AWM
283
Ameliora Wealth Management
Switzerland
$7.79K – – –
JPWM
284
Jamison Private Wealth Management
Georgia
$7.79K +$7.79K +20 New
GWSG
285
GPS Wealth Strategies Group
Colorado
$7.79K +$7.79K +20 New
AWM
286
Activest Wealth Management
Florida
$5.84K – – –
Mitsubishi UFJ Asset Management
287
Mitsubishi UFJ Asset Management
Japan
$5.84K +$5.84K +15 New
FGA
288
Fortis Group Advisors
New Jersey
$5.84K +$5.84K +15 New
CI Investments Inc
289
CI Investments Inc
Ontario, Canada
$5K +$357 +1 +8%
CA
290
Clearstead Advisors
Ohio
$4.68K +$2.34K +6 +100%
WWP
291
WR Wealth Planners
Missouri
$4.67K +$3.12K +8 +200%
TFGT
292
TS Financial Group (TSFG)
Illinois
$4K – – –
RWM
293
Ruedi Wealth Management
Illinois
$3.9K – – –
NL
294
NVWM LLC
Pennsylvania
$3.9K – – –
SCA
295
Stonebridge Capital Advisors
Minnesota
$3.9K +$3.9K +10 New
LFA
296
LGT Financial Advisors
Texas
$3.9K +$3.9K +10 New
RDFA
297
Ritter Daniher Financial Advisory
Ohio
$3.12K – – –
TFA
298
Toth Financial Advisory
Virginia
$3.12K +$3.12K +8 New
Bessemer Group
299
Bessemer Group
New Jersey
$3K – – –
BTI
300
Blue Trust Inc
Georgia
$3K +$545 +2 +22%
10 11
12
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