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Boston Beer
SAM

Overview Fund Activity

370 hedge funds and large institutions have $4.13B invested in Boston Beer in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 118 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-80
Holders Change %
-17.78%
% of All Funds
6.5%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
57
Increased
125
Reduced
118
Closed
132
Calls
$507M
Puts
$621M
Net Calls
-$113M
Net Calls Change
-$60.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$756M
2
CIP
Champlain Investment Partners
Vermont
$114M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95M
4
Two Sigma Investments
Two Sigma Investments
New York
$85.7M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$73.6M

Top Sellers

1
AM
Atreides Management
Massachusetts
$0
2
BlackRock
BlackRock
New York
$499M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$17.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$17M
5
Artisan Partners
Artisan Partners
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
326
First Manhattan
New York
$16K – – –
CHA
327
Carmichael Hill & Associates
Maryland
$15K +$5K +10 +50%
NFSG
328
Newbridge Financial Services Group
Florida
$15K +$14K +28 +1,400%
BU
329
BBVA USA
Alabama
$14K – – –
SFA
330
Semmax Financial Advisors
North Carolina
$14K – – –
JWM
331
Janiczek Wealth Management
Colorado
$13K -$13K -25 -50%
ADL
332
Asset Dedication LLC
California
$13K – – –
JFA
333
JNBA Financial Advisors
Minnesota
$13K +$13K +25 New
AWM
334
Accel Wealth Management
Iowa
$12K – – –
SQA
335
Simon Quick Advisors
New Jersey
$12K – – –
MAM
336
Meeder Asset Management
Ohio
$12K +$1.57K +3 +15%
AIM
337
Achmea Investment Management
Netherlands
$12K +$12K +22 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
338
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11K – – –
FA
339
Fortis Advisors
Pennsylvania
$10K – – –
1IA
340
1834 Investment Advisors
Wisconsin
$10K – – –
PFGIA
341
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$10K +19 New
TF
342
TimeScale Financial
Massachusetts
$9K – – –
AWM
343
Activest Wealth Management
Florida
$8K – – –
FPS
344
Fieldpoint Private Securities
Connecticut
$6K +$1K +2 +20%
GAM
345
Gemmer Asset Management
California
$6K +$2.5K +5 +71%
JCM
346
Jacobi Capital Management
Pennsylvania
$5K -$11K -22 -69%
LPWM
347
Lake Point Wealth Management
Texas
$5K – – –
PWMG
348
Prestige Wealth Management Group
New Jersey
$5K +$556 +1 +13%
TWA
349
TCI Wealth Advisors
Arizona
$5K +$556 +1 +13%
BCA
350
Berman Capital Advisors
Georgia
$4K -$1.78K -4 -31%
12 13
14
15 16