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Boston Beer
SAM

Overview Fund Activity

322 hedge funds and large institutions have $2.99B invested in Boston Beer in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 85 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-55
Holders Change %
-14.59%
% of All Funds
5.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
133
Reduced
85
Closed
90
Calls
$161M
Puts
$259M
Net Calls
-$98.5M
Net Calls Change
-$21.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$318M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$38.9M
3
EIP
Epoch Investment Partners
New York
$53.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$545M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$28.6M

Top Sellers

1
DCP
Durable Capital Partners
Maryland
$55.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
CCM
Candlestick Capital Management
Connecticut
$0
4
UBS Group
UBS Group
Switzerland
$8.87M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
301
Smithfield Trust
Pennsylvania
$2K – – –
TWA
302
TCI Wealth Advisors
Arizona
$2K – – –
PCG
303
Private Capital Group
Connecticut
$2K – – –
PWMG
304
Prestige Wealth Management Group
New Jersey
$2K – – –
TFP
305
Tilia Fiduciary Partners
North Carolina
$2K – – –
EARNEST Partners
306
EARNEST Partners
Georgia
$2K – – –
HBW
307
Hazlett, Burt & Watson
West Virginia
$2K +$2K +4 New
CAL
308
Capital Advisors Ltd
Ohio
$2K +$2K +5 New
T
309
TCWP
Ohio
$2K +$2K +7 New
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$1K -$2.5K -5 -71%
GI
311
Gradient Investments
Minnesota
$1K -$2K -4 -67%
JWA
312
JFS Wealth Advisors
Pennsylvania
$1K – – –
RA
313
Rise Advisors
New York
$1K – – –
ODG
314
O'Dell Group
Ohio
$1K – – –
GWS
315
Glassman Wealth Services
Virginia
$1K – – –
AP
316
Atwood & Palmer
Missouri
$1K – – –
DI
317
Disciplined Investments
Oklahoma
$1K +$1K +2 New
AA
318
Ancora Advisors
Ohio
$1K +$1K +2 New
Macquarie Group
319
Macquarie Group
Australia
$99 +$66 +171 +201%
Lord, Abbett & Co
320
Lord, Abbett & Co
New Jersey
– -$58.4M -115,540 Closed
CCM
321
Candlestick Capital Management
Connecticut
– -$54.3M -107,500 Closed
Millennium Management
322
Millennium Management
New York
– -$34.6M -68,495 Closed
1832 Asset Management
323
1832 Asset Management
Ontario, Canada
– -$33.6M -65,242 Closed
QOP
324
Quinn Opportunity Partners
Virginia
– -$13.6M -26,992 Closed
ECM
325
ExodusPoint Capital Management
New York
– -$8.97M -17,748 Closed
11 12
13
14 15