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Boston Beer
SAM

Overview Fund Activity

377 hedge funds and large institutions have $3.75B invested in Boston Beer in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 102 increasing their positions, 132 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
80
Increased
102
Reduced
132
Closed
68
Calls
$374M
Puts
$451M
Net Calls
-$77.3M
Net Calls Change
+$36.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$217M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$58.4M
3
CCM
3
Candlestick Capital Management
Connecticut
$54.3M
4
UBS Group
4
UBS Group
Switzerland
$58.5M
5
AC
5
Armistice Capital
New York
$24.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.22M
2
BlackRock
2
BlackRock
New York
$403M
3
DCP
3
Durable Capital Partners
Maryland
$149M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$669M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
326
Carmichael Hill & Associates
Maryland
$15K – – –
SFA
327
Semmax Financial Advisors
North Carolina
$14K – – –
MAM
328
Meeder Asset Management
Ohio
$14K +$2.07K +4 +17%
OF
329
Outfitter Financial
Maine
$13K +$13K +25 New
AWM
330
Accel Wealth Management
Iowa
$12K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
331
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11K – – –
JWM
332
Janiczek Wealth Management
Colorado
$10K -$2.5K -5 -20%
PFGIA
333
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
FA
334
Fortis Advisors
Pennsylvania
$10K – – –
1IA
335
1834 Investment Advisors
Wisconsin
$10K – – –
TF
336
TimeScale Financial
Massachusetts
$9K – – –
SFM
337
Signet Financial Management
New Jersey
$9K +$9K +18 New
NFSG
338
Newbridge Financial Services Group
Florida
$8K -$8K -15 -50%
AWM
339
Activest Wealth Management
Florida
$8K – – –
ST
340
Sageworth Trust
Pennsylvania
$7K -$25.3K -47 -78%
BIA
341
Bell Investment Advisors
California
$7K +$4.85K +9 +225%
PFBT
342
Parkside Financial Bank & Trust
Missouri
$7K +$5.83K +10 +500%
C
343
Covestor
United Kingdom
$7K +$7K +13 New
FPS
344
Fieldpoint Private Securities
Connecticut
$6K – – –
LPWM
345
Lake Point Wealth Management
Texas
$5K – – –
GAM
346
Gemmer Asset Management
California
$4K -$2.86K -5 -42%
AA
347
AlphaMark Advisors
Kentucky
$4K – – –
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$4K +$4K +7 New
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +8 New
RDFA
350
Ritter Daniher Financial Advisory
Ohio
$4K +$4K +8 New
12 13
14
15 16