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Boston Beer
SAM

Overview Fund Activity

342 hedge funds and large institutions have $2.23B invested in Boston Beer in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+14
Holders Change %
+4.27%
% of All Funds
4.55%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
53
Increased
108
Reduced
110
Closed
37
Calls
$20.8M
Puts
$34.7M
Net Calls
-$13.9M
Net Calls Change
-$11.3M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$53.9M
2
JGC
2
J. Goldman & Co
New York
$35.9M
3
CCPM
3
Cooper Creek Partners Management
New York
$25.1M
4
GACM
4
Global Alpha Capital Management
Quebec, Canada
$23.3M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$126M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
Citadel Advisors
2
Citadel Advisors
Florida
$11.3M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$5.06M
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
276
EverSource Wealth Advisors
Alabama
$27.9K +$26.7K +89 +2,225%
HIA
277
Harbor Investment Advisory
Maryland
$21K – – –
EBA
278
Eagle Bay Advisors
New York
$21K – – –
CB
279
CNB Bank
Pennsylvania
$20.7K -$25.8K -86 -55%
IA
280
IFP Advisors
Florida
$19.5K +$1.5K +5 +8%
TCPG
281
Trivant Custom Portfolio Group
California
$18K – – –
SIC
282
Salem Investment Counselors
North Carolina
$18K – – –
AAG
283
Armstrong Advisory Group
Massachusetts
$17.7K – – –
LWCFA
284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K – – –
SSB
285
Sandy Spring Bank
Maryland
$15.9K – – –
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$15.9K – – –
Amundi
287
Amundi
France
$15.1K +$551 +2 +4%
HNB
288
Hilltop National Bank
Wyoming
$15K – – –
WBC
289
West Branch Capital
Massachusetts
$15K – – –
HCP
290
Hexagon Capital Partners
Arkansas
$14.1K +$900 +3 +7%
KA
291
Kozak & Associates
Colorado
$13.9K – – –
CT
292
Colonial Trust
South Carolina
$13.8K +$13.8K +46 New
HCM
293
Hollencrest Capital Management
California
$12.9K – – –
S
294
SignatureFD
Georgia
$12.9K +$12.6K +42 +4,200%
FFA
295
Farther Finance Advisors
California
$12.6K +$2.4K +8 +24%
Bessemer Group
296
Bessemer Group
New Jersey
$11K +$4.58K +15 +71%
MCM
297
MAI Capital Management
Ohio
$9.9K +$9.9K +33 New
ITIM
298
Indiana Trust & Investment Management
Indiana
$9.9K – – –
TWC
299
TD Waterhouse Canada
Ontario, Canada
$9.89K – – –
CFB
300
Cullen/Frost Bankers
Texas
$8.4K +$3K +10 +56%
10 11
12
13 14