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Boston Beer
SAM

Overview Fund Activity

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

Top Buyers

1
CCM
Candlestick Capital Management
Connecticut
$43.2M
2
Morgan Stanley
Morgan Stanley
New York
$41.5M
3
AC
Armistice Capital
New York
$21.5M
4
First Trust Advisors
First Trust Advisors
Illinois
$15.3M
5
Renaissance Technologies
Renaissance Technologies
New York
$15.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$343M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0
4
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$4.89M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWP
301
Elevation Wealth Partners
California
$7.79K – – –
CIA
302
Cape Investment Advisory
Georgia
$7.6K – – –
S
303
SignatureFD
Georgia
$7.26K -$11.1K -32 -60%
GWSG
304
GPS Wealth Strategies Group
Colorado
$6.91K – – –
JPWM
305
Jamison Private Wealth Management
Georgia
$6.91K – – –
AWM
306
Ameliora Wealth Management
Switzerland
$6.91K – – –
TVAMP
307
Tennessee Valley Asset Management Partners
Tennessee
$6.57K +$6.57K +19 New
FHA
308
First Horizon Advisors
Tennessee
$5.88K +$5.88K +17 New
HCP
309
Hexagon Capital Partners
Arkansas
$5.53K +$4.49K +13 +433%
AWM
310
Activest Wealth Management
Florida
$5.18K – – –
S
311
Sachetta
Massachusetts
$5.04K +$5.04K +15 New
CI Investments Inc
312
CI Investments Inc
Ontario, Canada
$5K +$333 +1 +7%
Mitsubishi UFJ Asset Management
313
Mitsubishi UFJ Asset Management
Japan
$4.97K – – –
BTI
314
Blue Trust Inc
Georgia
$4K – – –
CA
315
Clearstead Advisors
Ohio
$3.46K -$691 -2 -17%
LFA
316
LGT Financial Advisors
Texas
$3.46K – – –
NL
317
NVWM LLC
Pennsylvania
$3.46K – – –
RWM
318
Ruedi Wealth Management
Illinois
$3.46K – – –
ODG
319
O'Dell Group
Ohio
$3.46K +$3.46K +10 New
HI
320
Harbour Investments
Wisconsin
$3.11K +$3.11K +9 New
Bessemer Group
321
Bessemer Group
New Jersey
$3K – – –
TFGT
322
TS Financial Group (TSFG)
Illinois
$3K – – –
TFA
323
Toth Financial Advisory
Virginia
$2.77K – – –
RDFA
324
Ritter Daniher Financial Advisory
Ohio
$2.77K – – –
PWMG
325
Prestige Wealth Management Group
New Jersey
$2.42K – – –
11 12
13
14 15