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Boston Beer
SAM

Overview Fund Activity

369 hedge funds and large institutions have $7.47B invested in Boston Beer in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 89 increasing their positions, 135 reducing their positions, and 41 closing their positions.

Holders
369
Holders Change
+48
Holders Change %
+14.95%
% of All Funds
7.47%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
89
Increased
89
Reduced
135
Closed
41
Calls
$235M
Puts
$273M
Net Calls
-$38.1M
Net Calls Change
-$11.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$218M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$476M
3
DCP
3
Durable Capital Partners
Maryland
$437M
4
ECU
4
Egerton Capital (UK)
United Kingdom
$108M
5
OAG
5
Orbis Allan Gray
Bermuda
$79.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$996M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$151M
3
CIP
3
Champlain Investment Partners
Vermont
$26.4M
4
BlackRock
4
BlackRock
New York
$692M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$96.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TWA
351
TCI Wealth Advisors
Arizona
$7K 8 – –
OSAM
352
O'Shaughnessy Asset Management
Connecticut
$6K 7 -723 -99%
GAM
353
Gemmer Asset Management
California
$6K 7 – –
VNA
354
Valley National Advisers
Pennsylvania
$6K 7 – –
SL
355
Savior LLC
Massachusetts
$6K 7 – –
ABC
356
Associated Banc-Corp
Wisconsin
$5K 6 – –
TFO
357
Tarbox Family Office
California
$5K 6 – –
BCA
358
Berman Capital Advisors
Georgia
$5K 6 – –
AII
359
AGF Investments Inc
Ontario, Canada
$4K 4 -1 -20%
EARNEST Partners
360
EARNEST Partners
Georgia
$4K 5 +5 New
PFWA
361
Paces Ferry Wealth Advisors
Georgia
$4K 5 +5 New
TPCW
362
TD Private Client Wealth
New York
$3.53K 4 +4 New
PCG
363
Private Capital Group
Connecticut
$3K 3 – –
IFAM
364
Institutional & Family Asset Management
Colorado
$2K 2 – –
NFSG
365
Newbridge Financial Services Group
Florida
$2K 2 +2 New
CWC
366
Carolinas Wealth Consulting
North Carolina
$2K 2 +2 New
AI
367
AdvisorShares Investments
Maryland
$1.04K 1,172 -78 -6%
LC
368
Lindbrook Capital
California
$1K 1 +1 New
SXL
369
Summit X LLC
Missouri
$883 20 +20 New
EA
370
Emerald Advisers
Pennsylvania
– – -47,819 Closed
MCM
371
Moore Capital Management
New York
– – -46,894 Closed
EMFAT
372
Emerald Mutual Fund Advisers Trust
Pennsylvania
– – -42,160 Closed
BTW
373
Boston Trust Walden
Massachusetts
– – -30,862 Closed
Balyasny Asset Management
374
Balyasny Asset Management
Illinois
– – -15,359 Closed
1832 Asset Management
375
1832 Asset Management
Ontario, Canada
– – -14,200 Closed
13 14
15
16 17