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Boston Beer

370 hedge funds and large institutions have $4.13B invested in Boston Beer in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 118 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-80
Holders Change %
-17.78%
% of All Funds
6.5%
Holding in Top 10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
New
57
Increased
125
Reduced
118
Closed
132
Calls
$507M
Puts
$621M
Net Calls
-$113M
Net Calls Change
-$60.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$54K +$3.6K +7 +7%
GIBU
302
Gulf International Bank (UK)
United Kingdom
$53K
KFS
303
Kelly Financial Services
Massachusetts
$52K -$53M -104,020 -100%
S
304
SignatureFD
Georgia
$49K +$6.57K +13 +15%
FCA
305
FinTrust Capital Advisors
South Carolina
$41K +$41K +80 New
HIA
306
Harbor Investment Advisory
Maryland
$36K -$10.3K -20 -22%
HPC
307
HM Payson & Co
Maine
$36K
IA
308
IFP Advisors
Florida
$34K -$247K -472 -88%
Skandinaviska Enskilda Banken (SEB)
309
Skandinaviska Enskilda Banken (SEB)
Sweden
$34K
HI
310
Harbour Investments
Wisconsin
$33K +$516 +1 +2%
TFGT
311
TS Financial Group (TSFG)
Illinois
$32K +$12.7K +25 +66%
SIC
312
Salem Investment Counselors
North Carolina
$31K -$20.7K -40 -40%
CFB
313
Cullen/Frost Bankers
Texas
$31K
ST
314
Sageworth Trust
Pennsylvania
$31K
WT
315
Washington Trust
Rhode Island
$29K +$28.5K +55 +5,500%
ONST
316
Old North State Trust
North Carolina
$28K
AAP
317
Arax Advisory Partners
Colorado
$25K
WBC
318
West Branch Capital
Massachusetts
$25K
MAWCM
319
Mine & Arao Wealth Creation & Management
California
$25K +$25K +50 New
CFA
320
Carroll Financial Associates
North Carolina
$21K +$500 +1 +2%
VNA
321
Valley National Advisers
Pennsylvania
$19K -$514 -1 -3%
BC
322
Bartlett & Co
Ohio
$17K
GLLW
323
Graves Light Lenhart Wealth
Virginia
$17K
KIG
324
Kowal Investment Group
Wisconsin
$17K +$17K +33 New
BCWM
325
Bartlett & Co Wealth Management
Ohio
$16.8K