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Boston Beer
SAM

Overview Fund Activity

300 hedge funds and large institutions have $2.66B invested in Boston Beer in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 94 increasing their positions, 102 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
-14
Holders Change %
-4.46%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
94
Reduced
102
Closed
51
Calls
$107M
Puts
$144M
Net Calls
-$36.9M
Net Calls Change
-$50M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$60.1M
2
SAM
2
Southeastern Asset Management
Tennessee
$35.7M
3
CCM
3
Candlestick Capital Management
Connecticut
$34.5M
4
Holocene Advisors
4
Holocene Advisors
New York
$22.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17.4M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$372M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.1M
3
EIP
3
Epoch Investment Partners
New York
$7.97M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$0
5
Man Group
5
Man Group
United Kingdom
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
326
Cambridge Investment Research Advisors
Iowa
– -$300K -910 Closed
Simplex Trading
327
Simplex Trading
Illinois
– -$288K -876 Closed
WHG
328
Westwood Holdings Group
Texas
– -$274K -830 Closed
Walleye Capital
329
Walleye Capital
New York
– -$247K -750 Closed
SPA
330
Sherbrooke Park Advisers
New York
– -$231K -700 Closed
OC
331
Oppenheimer & Co
New York
– -$223K -677 Closed
Parallax Volatility Advisers
332
Parallax Volatility Advisers
California
– -$221K -671 Closed
XS
333
XR Securities
Illinois
– -$214K -648 Closed
Cetera Investment Advisers
334
Cetera Investment Advisers
Illinois
– -$201K -611 Closed
PMEF
335
Point72 Middle East FZE
United Arab Emirates
– -$126K -383 Closed
CIA
336
Capital Impact Advisors
Massachusetts
– -$112K -341 Closed
FGAM
337
Financial Gravity Asset Management
Texas
– -$9 -330 Closed
SGA
338
Seaport Global Advisors
Massachusetts
– -$95.9K -291 Closed
AI
339
AdvisorShares Investments
Maryland
– -$84K -255 Closed
MWM
340
MinichMacGregor Wealth Management
New York
– -$84K -255 Closed
Amundi
341
Amundi
France
– -$54.4K -158 Closed
CG
342
Cutler Group
California
– -$22K -68 Closed
HFM
343
Harvest Fund Management
China
– -$15K -45 Closed
CSPIA
344
Cary Street Partners Investment Advisory
Virginia
– -$13.2K -40 Closed
WIM
345
Westside Investment Management
California
– -$12.9K -40 Closed
Kayne Anderson Rudnick Investment Management
346
Kayne Anderson Rudnick Investment Management
California
– -$10.1K -30 Closed
CS
347
Comerica Securities
Michigan
– -$2.64K -8 Closed
WT
348
Washington Trust
Rhode Island
– -$1.65K -5 Closed
SWA
349
Sutton Wealth Advisors
Florida
– -$659 -2 Closed
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