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Boston Beer
SAM

Overview Fund Activity

370 hedge funds and large institutions have $4.13B invested in Boston Beer in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 118 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-80
Holders Change %
-17.78%
% of All Funds
6.5%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
57
Increased
125
Reduced
118
Closed
132
Calls
$507M
Puts
$621M
Net Calls
-$113M
Net Calls Change
-$60.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$756M
2
CIP
Champlain Investment Partners
Vermont
$114M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95M
4
Two Sigma Investments
Two Sigma Investments
New York
$85.7M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$73.6M

Top Sellers

1
AM
Atreides Management
Massachusetts
$0
2
BlackRock
BlackRock
New York
$499M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$17.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$17M
5
Artisan Partners
Artisan Partners
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
351
Lindbrook Capital
California
$4K +$2K +4 +100%
AA
352
AlphaMark Advisors
Kentucky
$4K +$4K +7 New
TFO
353
Tarbox Family Office
California
$3K – – –
EARNEST Partners
354
EARNEST Partners
Georgia
$3K – – –
GKWIM
355
Gerber Kawasaki Wealth & Investment Management
California
$3K +$3K +6 New
CWP
356
Concord Wealth Partners
Virginia
$2K – – –
FA
357
Financial Avengers
California
$2K – – –
ST
358
Smithfield Trust
Pennsylvania
$2K – – –
ODG
359
O'Dell Group
Ohio
$2K +$2K +3 New
BIA
360
Bell Investment Advisors
California
$2K +$2K +4 New
TC
361
Truvestments Capital
Florida
$2K +$2K +4 New
BA
362
Bellwether Advisors
Nebraska
$2K +$2K +5 New
BMD
363
Better Money Decisions
New Mexico
$1K -$2K -2 -67%
GI
364
Gradient Investments
Minnesota
$1K – – –
PFBT
365
Parkside Financial Bank & Trust
Missouri
$1K – – –
GWS
366
Glassman Wealth Services
Virginia
$1K +$1K +1 New
CI Investments Inc
367
CI Investments Inc
Ontario, Canada
$1K +$1K +1 New
Nisa Investment Advisors
368
Nisa Investment Advisors
Missouri
$752 -$168 -330 -18%
BBHC
369
Brown Brothers Harriman & Co
New York
$25 +$25 +50 New
AM
370
Atreides Management
Massachusetts
– -$176M -172,628 Closed
Artisan Partners
371
Artisan Partners
Wisconsin
– -$84.8M -83,090 Closed
SAM
372
Scopus Asset Management
New York
– -$71.5M -70,000 Closed
SCM
373
Stamina Capital Management
New York
– -$24.7M -24,187 Closed
AC
374
AMS Capital
Brazil
– -$18.4M -18,000 Closed
SI
375
Scout Investments
Missouri
– -$17.6M -17,274 Closed
13 14
15
16 17