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Boston Beer

339 hedge funds and large institutions have $2.59B invested in Boston Beer in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+19
Holders Change %
+5.94%
% of All Funds
4.97%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
57
Increased
96
Reduced
110
Closed
35
Calls
$103M
Puts
$158M
Net Calls
-$54.6M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GXJ
276
Global X Japan
Japan
$31.4K +$31.4K +91 New
NFSG
277
Newbridge Financial Services Group
Florida
$27.6K
NA
278
NewEdge Advisors
Louisiana
$25.9K +$6.22K +18 +32%
HIA
279
Harbor Investment Advisory
Maryland
$24.2K
EBA
280
Eagle Bay Advisors
New York
$24.2K
HCM
281
Hollencrest Capital Management
California
$22.8K
AAG
282
Armstrong Advisory Group
Massachusetts
$22.1K
GI
283
GAMMA Investing
California
$21K +$21K +60 New
SIC
284
Salem Investment Counselors
North Carolina
$20.7K
TCPG
285
Trivant Custom Portfolio Group
California
$20.7K
GWM
286
Geneos Wealth Management
Colorado
$20.7K
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$20.7K +$5.18K +15 +33%
KA
288
Kozak & Associates
Colorado
$17.6K
WBC
289
West Branch Capital
Massachusetts
$17.3K
LFA
290
Livelsberger Financial Advisory
Ohio
$17.3K +$17.3K +50 New
TPCW
291
TD Private Client Wealth
New York
$16.2K -$8.29K -24 -34%
SSB
292
Sandy Spring Bank
Maryland
$14.9K
VWM
293
Venturi Wealth Management
Texas
$13.1K -$4.84K -14 -27%
ITIM
294
Indiana Trust & Investment Management
Indiana
$11.4K
FGA
295
Fortis Group Advisors
New Jersey
$10.4K +$5.18K +15 +100%
VNA
296
Valley National Advisers
Pennsylvania
$10K
QCG
297
Quadrant Capital Group
Ohio
$8.64K -$1.73K -5 -17%
NRG
298
Nemes Rush Group
Michigan
$8.64K
FDCDDQ
299
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.29K -$2.42K -7 -23%
FSWA
300
Financial Synergies Wealth Advisors
Texas
$7.91K