SAM icon

Boston Beer
SAM

Overview Fund Activity

342 hedge funds and large institutions have $2.23B invested in Boston Beer in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+14
Holders Change %
+4.27%
% of All Funds
4.55%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
53
Increased
108
Reduced
110
Closed
37
Calls
$20.8M
Puts
$34.7M
Net Calls
-$13.9M
Net Calls Change
-$11.3M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$53.9M
2
JGC
2
J. Goldman & Co
New York
$35.9M
3
CCPM
3
Cooper Creek Partners Management
New York
$25.1M
4
GACM
4
Global Alpha Capital Management
Quebec, Canada
$23.3M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$126M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
Citadel Advisors
2
Citadel Advisors
Florida
$11.3M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$5.06M
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
301
D.J. St. Germain
Massachusetts
$8.4K +$8.4K +28 New
VNA
302
Valley National Advisers
Pennsylvania
$8K – – –
NRG
303
Nemes Rush Group
Michigan
$7.5K – – –
HWM
304
Hemington Wealth Management
Virginia
$7K +$875 +3 +14%
CIA
305
Cape Investment Advisory
Georgia
$6.6K – – –
NA
306
NewEdge Advisors
Louisiana
$6.3K -$5.7K -19 -48%
TPCW
307
TD Private Client Wealth
New York
$6.3K -$1.2K -4 -16%
AWM
308
Ameliora Wealth Management
Switzerland
$6K – – –
EWP
309
Elevation Wealth Partners
California
$6K – – –
GWSG
310
GPS Wealth Strategies Group
Colorado
$6K – – –
BTI
311
Blue Trust Inc
Georgia
$4.5K -$900 -3 -17%
FGA
312
Fortis Group Advisors
New Jersey
$4.5K – – –
AWM
313
Activest Wealth Management
Florida
$4.5K – – –
PPA
314
Pilgrim Partners Asia
Singapore
$4.5K +$4.5K +15 New
Mitsubishi UFJ Asset Management
315
Mitsubishi UFJ Asset Management
Japan
$4.35K – – –
AAM
316
Advisors Asset Management
Colorado
$3.3K +$600 +2 +22%
NL
317
NVWM LLC
Pennsylvania
$3K – – –
RWM
318
Ruedi Wealth Management
Illinois
$3K – – –
LFA
319
LGT Financial Advisors
Texas
$3K – – –
GSWM
320
Golden State Wealth Management
California
$3K +$3K +10 New
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$2.7K +$2.4K +8 +800%
AssetMark Inc
322
AssetMark Inc
California
$2.4K -$1.24M -4,146 -100%
QC
323
Quent Capital
New York
$2.4K -$900 -3 -27%
RDFA
324
Ritter Daniher Financial Advisory
Ohio
$2.4K – – –
GBT
325
Grove Bank & Trust
Florida
$2.1K +$2.1K +7 New
11 12
13
14 15