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Boston Beer
SAM

Overview Fund Activity

323 hedge funds and large institutions have $2.17B invested in Boston Beer in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 93 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
51
Increased
93
Reduced
122
Closed
49
Calls
$80.8M
Puts
$71.1M
Net Calls
+$9.67M
Net Calls Change
+$50M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$216M
2
MIIM
Mesirow Institutional Investment Management
Illinois
$16M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$35M
4
Norges Bank
Norges Bank
Norway
$32.1M
5
Man Group
Man Group
United Kingdom
$23.4M

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$0
2
Citadel Advisors
Citadel Advisors
Florida
$13.8M
3
Squarepoint
Squarepoint
New York
$6.39M
4
Barclays
Barclays
United Kingdom
$2.75M
5
Renaissance Technologies
Renaissance Technologies
New York
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
301
Activest Wealth Management
Florida
$4.58K – – –
QC
302
Quent Capital
New York
$3.36K +$2.14K +7 +175%
RWM
303
Ruedi Wealth Management
Illinois
$3.05K – – –
LFA
304
LGT Financial Advisors
Texas
$3.05K – – –
NL
305
NVWM LLC
Pennsylvania
$3.05K – – –
AWM
306
Avior Wealth Management
Nebraska
$3.05K -$7.63K -25 -71%
AAP
307
Arax Advisory Partners
Colorado
$2.75K +$2.75K +9 New
FFO
308
Fortitude Family Office
Arizona
$2.75K +$2.75K +9 New
RDFA
309
Ritter Daniher Financial Advisory
Ohio
$2.44K – – –
FDCDDQ
310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.44K -$610 -2 -20%
EWA
311
EverSource Wealth Advisors
Alabama
$1.96K +$1.96K +7 New
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$1.46K – – –
IC
313
Innealta Capital
Texas
$1.22K +$1.22K +4 New
ATPW
314
Ashton Thomas Private Wealth
Arizona
$1.22K +$1.22K +4 New
CFO
315
CVA Family Office
Colorado
$915 +$915 +3 New
JWA
316
JFS Wealth Advisors
Pennsylvania
$611 – – –
MCM
317
MV Capital Management
Maryland
$611 +$611 +2 New
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$610 -$18.3K -60 -97%
SRCM
319
Signature Resources Capital Management
California
$610 – – –
GI
320
Gradient Investments
Minnesota
$610 – – –
CFB
321
Cullen/Frost Bankers
Texas
$610 +$610 +2 New
SIC
322
SJS Investment Consulting
Ohio
$306 – – –
DFA
323
DHJJ Financial Advisors
Illinois
$306 – – –
Baird Financial Group
324
Baird Financial Group
Wisconsin
– -$51.2M -168,030 Closed
Qube Research & Technologies (QRT)
325
Qube Research & Technologies (QRT)
United Kingdom
– -$11.5M -37,785 Closed
11 12
13
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