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Boston Beer
SAM

Overview Fund Activity

342 hedge funds and large institutions have $2.23B invested in Boston Beer in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+14
Holders Change %
+4.27%
% of All Funds
4.55%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
53
Increased
108
Reduced
110
Closed
37
Calls
$20.8M
Puts
$34.7M
Net Calls
-$13.9M
Net Calls Change
-$11.3M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$53.9M
2
JGC
2
J. Goldman & Co
New York
$35.9M
3
CCPM
3
Cooper Creek Partners Management
New York
$25.1M
4
GACM
4
Global Alpha Capital Management
Quebec, Canada
$23.3M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$126M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
Citadel Advisors
2
Citadel Advisors
Florida
$11.3M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$5.06M
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
326
CVA Family Office
Colorado
$1.8K +$600 +2 +50%
T
327
Transce3nd
Texas
$1.8K +$1.8K +6 New
SS
328
SBI Securities
Japan
$1.8K +$1.8K +6 New
IBOK
329
Independence Bank of Kentucky
Kentucky
$1.5K – – –
SAM
330
Smartleaf Asset Management
Massachusetts
$1.49K -$1.79K -6 -55%
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$1.38K -$551 -2 -29%
PFG
332
Putney Financial Group
California
$1.2K +$1.2K +4 New
JWA
333
JFS Wealth Advisors
Pennsylvania
$900 +$900 +3 New
MCM
334
MV Capital Management
Maryland
$600 – – –
SIC
335
SJS Investment Consulting
Ohio
$600 +$300 +1 +100%
QCG
336
Quadrant Capital Group
Ohio
$600 +$300 +1 +100%
NS
337
NBC Securities
Alabama
$584 -$1.14M -1,949 -100%
DFA
338
DHJJ Financial Advisors
Illinois
$300 – – –
PFBT
339
Parkside Financial Bank & Trust
Missouri
$300 +$300 +1 New
GFPC
340
Global Financial Private Client
Florida
$300 +$300 +1 New
LIS
341
Legacy Investment Solutions
Idaho
$240 – – –
LWMI
342
Legacy Wealth Management (Idaho)
Idaho
$240 – – –
Prudential Financial
343
Prudential Financial
New Jersey
– -$9.83M -34,009 Closed
Marshall Wace
344
Marshall Wace
United Kingdom
– -$5.88M -20,322 Closed
Tudor Investment Corp
345
Tudor Investment Corp
Connecticut
– -$5.6M -19,372 Closed
IAIM
346
International Assets Investment Management
Florida
– -$54 -15,614 Closed
Los Angeles Capital Management
347
Los Angeles Capital Management
California
– -$4.14M -14,310 Closed
Capital Fund Management (CFM)
348
Capital Fund Management (CFM)
France
– -$3.62M -12,506 Closed
QC
349
Quadrature Capital
United Kingdom
– -$1.68M -5,808 Closed
QT
350
Quantbot Technologies
New York
– -$1.48M -5,130 Closed
12 13
14
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