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Boston Beer
SAM

Overview Fund Activity

324 hedge funds and large institutions have $2.22B invested in Boston Beer in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 97 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-15
Holders Change %
-4.42%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
43
Increased
116
Reduced
97
Closed
57
Calls
$55.3M
Puts
$95.7M
Net Calls
-$40.3M
Net Calls Change
+$14.3M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$41.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$29.5M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$19.4M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$26M
5
Millennium Management
5
Millennium Management
New York
$18.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$180M
2
CCM
2
Candlestick Capital Management
Connecticut
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$239M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$4.94M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
301
Mitsubishi UFJ Asset Management
Japan
$4.57K – – –
AWM
302
Activest Wealth Management
Florida
$4.57K – – –
BTI
303
Blue Trust Inc
Georgia
$4.57K +$1.22K +4 +36%
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.04K -$4.26K -14 -58%
RWM
305
Ruedi Wealth Management
Illinois
$3.04K – – –
NL
306
NVWM LLC
Pennsylvania
$3.04K – – –
LFA
307
LGT Financial Advisors
Texas
$3.04K – – –
RDFA
308
Ritter Daniher Financial Advisory
Ohio
$2.44K – – –
PWMG
309
Prestige Wealth Management Group
New Jersey
$2.13K – – –
PFBT
310
Parkside Financial Bank & Trust
Missouri
$1.83K – – –
JWM
311
Janiczek Wealth Management
Colorado
$1.83K – – –
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$1.5K +$1.5K +5 New
QC
313
Quent Capital
New York
$1.22K – – –
PWMG
314
Private Wealth Management Group
New Jersey
$1.22K +$1.22K +4 New
WWP
315
WR Wealth Planners
Missouri
$1.22K +$1.22K +4 New
RA
316
Rise Advisors
New York
$913 – – –
SRCM
317
Signature Resources Capital Management
California
$691 – – –
GI
318
Gradient Investments
Minnesota
$609 – – –
JWA
319
JFS Wealth Advisors
Pennsylvania
$609 – – –
FIM
320
Fernwood Investment Management
Massachusetts
$609 +$609 +2 New
DFA
321
DHJJ Financial Advisors
Illinois
$305 – – –
SIC
322
SJS Investment Consulting
Ohio
$305 +$305 +1 New
TFM
323
TFC Financial Management
Massachusetts
$305 +$305 +1 New
FFA
324
Farther Finance Advisors
California
$301 – – –
CCM
325
Candlestick Capital Management
Connecticut
– -$43.2M -125,000 Closed
11 12
13
14 15