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Boston Beer

411 hedge funds and large institutions have $10.6B invested in Boston Beer in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 131 increasing their positions, 144 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+13
Holders Change %
+3.27%
% of All Funds
7.24%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
66
Increased
131
Reduced
144
Closed
46
Calls
$167M
Puts
$309M
Net Calls
-$142M
Net Calls Change
-$53.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
326
SignalPoint Asset Management
Missouri
$229K +$229K +190 New
IIM
327
Ipswich Investment Management
Massachusetts
$227K +$227K +188 New
VPIM
328
Vanguard Personalized Indexing Management
California
$223K +$223K +185 New
6M
329
6 Meridian
Kansas
$222K -$101K -84 -31%
FCFS
330
First Command Financial Services
Texas
$207K
FCB
331
First Command Bank
Texas
$207K
IAA
332
Independent Advisor Alliance
North Carolina
$200K +$200K +166 New
ASN
333
Advisory Services Network
Georgia
$197K +$20.4K +17 +12%
ST
334
Smithfield Trust
Pennsylvania
$192K -$66.4K -55 -26%
QT
335
Quantbot Technologies
New York
$186K +$66K +55 +55%
GWM
336
Geneos Wealth Management
Colorado
$183K
EWM
337
Endurance Wealth Management
Rhode Island
$181K
APA
338
American Portfolios Advisors
New York
$181K +$145K +120 +400%
PAM
339
Panagora Asset Management
Massachusetts
$162K +$126K +104 +347%
SWM
340
Spire Wealth Management
Virginia
$152K +$152K +126 New
Bessemer Group
341
Bessemer Group
New Jersey
$142K +$142K +118 New
IAM
342
Infusive Asset Management
New York
$125K +$14.4K +12 +13%
KFS
343
Kelly Financial Services
Massachusetts
$123K
SIC
344
Salem Investment Counselors
North Carolina
$121K
HPC
345
HM Payson & Co
Maine
$121K
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$118K +$1.2K +1 +1%
S
347
SignatureFD
Georgia
$111K +$6.03K +5 +6%
HIA
348
Harbor Investment Advisory
Maryland
$109K +$24.2K +20 +29%
SFS
349
Sowell Financial Services
Arkansas
$87K -$3.35K -3 -4%
WAM
350
Wolverine Asset Management
Illinois
$86K +$86K +72 New