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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 %
PWMG
301
Prestige Wealth Management Group
New Jersey
$2.73K – – –
PFBT
302
Parkside Financial Bank & Trust
Missouri
$2.34K – – –
JWM
303
Janiczek Wealth Management
Colorado
$2.34K – – –
AAP
304
Arax Advisory Partners
Colorado
$2.34K +$2.34K +6 New
QC
305
Quent Capital
New York
$2.34K – – –
CAL
306
Capital Advisors Ltd
Ohio
$2K +$400 +1 +25%
EARNEST Partners
307
EARNEST Partners
Georgia
$1.95K – – –
EWA
308
EverSource Wealth Advisors
Alabama
$1.56K -$28K -72 -95%
HCP
309
Hexagon Capital Partners
Arkansas
$1.17K -$1.17K -3 -50%
RA
310
Rise Advisors
New York
$1.17K – – –
SFG
311
Steward Financial Group
Texas
$1K +$1K +3 New
JWA
312
JFS Wealth Advisors
Pennsylvania
$780 +$390 +1 +100%
GI
313
Gradient Investments
Minnesota
$779 – – –
VCM
314
Versant Capital Management
Arizona
$779 – – –
LC
315
Lindbrook Capital
California
$779 – – –
AWA
316
Authentikos Wealth Advisory
California
$779 +$779 +2 New
AP
317
Atwood & Palmer
Missouri
$399 – – –
GWS
318
Glassman Wealth Services
Virginia
$390 – – –
LCM
319
Logan Capital Management
Pennsylvania
$390 – – –
DFA
320
DHJJ Financial Advisors
Illinois
$390 +$390 +1 New
CCM
321
Candlestick Capital Management
Connecticut
– -$23.1M -75,000 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
322
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$4.18M -13,557 Closed
Capital Fund Management (CFM)
323
Capital Fund Management (CFM)
France
– -$3.52M -11,426 Closed
ACH
324
ArrowMark Colorado Holdings
Colorado
– -$3.08M -10,000 Closed
Nordea Investment Management
325
Nordea Investment Management
Sweden
– -$2.68M -8,654 Closed
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