Boston Beer
322 hedge funds and large institutions have $3.04B invested in Boston Beer in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 89 increasing their positions, 112 reducing their positions, and 26 closing their positions.
119% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 26
25% more capital invested
Capital invested by funds: $2.43B → $3.04B (+$607M)
9% more funds holding
Funds holding: 296 → 322 (+26)
0.98% less ownership
Funds ownership: 77.24% → 76.27% (-0.98%)
21% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 112
37% less call options, than puts
Call options by funds: $112M | Put options by funds: $176M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$49.6M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$23.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$18.9M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$16.1M |
| 5 |
Squarepoint
New York
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$41.5M |
| 2 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
-$23.1M |
| 3 |
Man Group
London,
United Kingdom
|
-$21.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$19.8M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$14.5M |
SAM Hedge Fund Activity: Q3 2023 in Review
322 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q3 2023, worth a combined $3.04B — up 25% from $2.43B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new SAM positions and 26 closed out — a net gain of 31 holders — while 89 added to existing stakes and 112 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $49.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $41.5M.
- 322 institutional investors held Boston Beer (SAM) as of Q3 2023, up from 296 in Q2 2023.
- Funds reported $3.04B of Boston Beer stock for Q3 2023, up 25% quarter-over-quarter.
- 57 funds opened new Boston Beer positions in Q3 2023 and 26 closed out, a net change of +31 holders.
- The largest Boston Beer buyer in Q3 2023 was Balyasny Asset Management, an estimated $49.6M added.
- The largest Boston Beer seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $41.5M sold.
Based on aggregated 13F filings for Q3 2023.