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Boston Beer

328 hedge funds and large institutions have $2B invested in Boston Beer in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 83 increasing their positions, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+5
Holders Change %
+1.55%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
83
Reduced
119
Closed
47
Calls
$43.2M
Puts
$45.8M
Net Calls
-$2.65M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FGA
301
Fortis Group Advisors
New Jersey
$4.34K
AWM
302
Activest Wealth Management
Florida
$4.34K
QC
303
Quent Capital
New York
$3.18K
SAM
304
Smartleaf Asset Management
Massachusetts
$3.12K +$3.12K +11 New
PCMC
305
Planning Capital Management Corporation
Pennsylvania
$2.89K +$2.89K +10 New
RDIA
306
RE Dickinson Investment Advisors
Iowa
$2.89K +$2.89K +10 New
LFA
307
LGT Financial Advisors
Texas
$2.89K
NL
308
NVWM LLC
Pennsylvania
$2.89K
RWM
309
Ruedi Wealth Management
Illinois
$2.89K
AAM
310
Advisors Asset Management
Colorado
$2.6K +$2.6K +9 New
RDFA
311
Ritter Daniher Financial Advisory
Ohio
$2.31K
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.31K
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$2.02K +$578 +2 +40%
JIP
314
Jaffetilchin Investment Partners
Florida
$1.45K +$1.45K +5 New
IBOK
315
Independence Bank of Kentucky
Kentucky
$1.45K +$1.45K +5 New
CFO
316
CVA Family Office
Colorado
$1.16K +$289 +1 +33%
EWA
317
EverSource Wealth Advisors
Alabama
$1.16K -$867 -3 -43%
AF
318
Advisornet Financial
Minnesota
$867 +$867 +3 New
MCM
319
MV Capital Management
Maryland
$579
SRCM
320
Signature Resources Capital Management
California
$578
LIS
321
Legacy Investment Solutions
Idaho
$324 +$324 +1 New
LWMI
322
Legacy Wealth Management (Idaho)
Idaho
$324 +$324 +1 New
QCG
323
Quadrant Capital Group
Ohio
$290 -$9.57K -33 -97%
DFA
324
DHJJ Financial Advisors
Illinois
$290
SIC
325
SJS Investment Consulting
Ohio
$290