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Boston Beer
SAM

Overview Fund Activity

339 hedge funds and large institutions have $2.59B invested in Boston Beer in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+19
Holders Change %
+5.94%
% of All Funds
4.97%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
57
Increased
96
Reduced
110
Closed
35
Calls
$103M
Puts
$158M
Net Calls
-$54.6M
Net Calls Change
+$10.1M

Top Buyers

1
CCM
Candlestick Capital Management
Connecticut
+$43.2M
2
Morgan Stanley
Morgan Stanley
New York
+$23.6M
3
AC
Armistice Capital
New York
+$21.5M
4
First Trust Advisors
First Trust Advisors
Illinois
+$13.2M
5
Renaissance Technologies
Renaissance Technologies
New York
+$13.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$173M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$37.4M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$15.3M
4
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
-$12.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
326
Parkside Financial Bank & Trust
Missouri
$2.07K – – –
JWM
327
Janiczek Wealth Management
Colorado
$2.07K – – –
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$1.73K -$16.9K -49 -91%
QC
329
Quent Capital
New York
$1.38K -$691 -2 -33%
RA
330
Rise Advisors
New York
$1.04K – – –
CAL
331
Capital Advisors Ltd
Ohio
$1K -$250 -1 -20%
JWA
332
JFS Wealth Advisors
Pennsylvania
$692 – – –
GI
333
Gradient Investments
Minnesota
$691 – – –
VCM
334
Versant Capital Management
Arizona
$691 – – –
SRCM
335
Signature Resources Capital Management
California
$691 +$691 +2 New
FFA
336
Farther Finance Advisors
California
$346 -$68.9K -199 -100%
GWS
337
Glassman Wealth Services
Virginia
$346 – – –
DFA
338
DHJJ Financial Advisors
Illinois
$346 – – –
BIA
339
Bell Investment Advisors
California
$346 +$346 +1 New
Fuller & Thaler Asset Management
340
Fuller & Thaler Asset Management
California
– -$15.3M -39,167 Closed
WCM
341
Woodson Capital Management
Connecticut
– -$9.74M -25,000 Closed
QC
342
Quadrature Capital
United Kingdom
– -$2.36M -6,064 Closed
ECM
343
Element Capital Management
New York
– -$2.16M -5,550 Closed
OQS
344
Occudo Quantitative Strategies
Florida
– -$1.55M -3,982 Closed
EP
345
Edgestream Partners
New Jersey
– -$1.06M -2,711 Closed
Macquarie Group
346
Macquarie Group
Australia
– -$919K -2,360 Closed
SF
347
Symphony Financial
Texas
– -$827K -2,100 Closed
PI
348
PEAK6 Investments
Illinois
– -$644K -1,654 Closed
CAM
349
Congress Asset Management
Massachusetts
– -$393K -1,010 Closed
GC
350
Guggenheim Capital
Illinois
– -$354K -908 Closed
11 12 13
14
15