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Boston Beer
SAM

Overview Fund Activity

377 hedge funds and large institutions have $3.75B invested in Boston Beer in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 102 increasing their positions, 132 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
80
Increased
102
Reduced
132
Closed
68
Calls
$374M
Puts
$451M
Net Calls
-$77.3M
Net Calls Change
+$36.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$217M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$58.4M
3
CCM
3
Candlestick Capital Management
Connecticut
$54.3M
4
UBS Group
4
UBS Group
Switzerland
$58.5M
5
AC
5
Armistice Capital
New York
$24.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.22M
2
BlackRock
2
BlackRock
New York
$403M
3
DCP
3
Durable Capital Partners
Maryland
$149M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$669M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
351
Prestige Wealth Management Group
New Jersey
$3K -$2.4K -4 -44%
TWA
352
TCI Wealth Advisors
Arizona
$3K -$2.4K -4 -44%
EARNEST Partners
353
EARNEST Partners
Georgia
$3K – – –
TFO
354
Tarbox Family Office
California
$3K – – –
BA
355
Bellwether Advisors
Nebraska
$3K +$857 +2 +40%
GI
356
Gradient Investments
Minnesota
$3K +$2K +4 +200%
EWA
357
EverSource Wealth Advisors
Alabama
$3K +$3K +5 New
TFP
358
Tilia Fiduciary Partners
North Carolina
$3K +$3K +5 New
MFAM
359
Motley Fool Asset Management
Virginia
$3K +$3K +6 New
Bessemer Group
360
Bessemer Group
New Jersey
$3K +$3K +6 New
LC
361
Lindbrook Capital
California
$2K -$3.33K -5 -63%
ODG
362
O'Dell Group
Ohio
$2K – – –
ST
363
Smithfield Trust
Pennsylvania
$2K – – –
TC
364
Truvestments Capital
Florida
$2K – – –
PCG
365
Private Capital Group
Connecticut
$2K +$2K +4 New
RA
366
Rise Advisors
New York
$1.52K +$1.52K +3 New
Toronto Dominion Bank
367
Toronto Dominion Bank
Ontario, Canada
$1K -$1.28M -1,280 -100%
CI Investments Inc
368
CI Investments Inc
Ontario, Canada
$1K – – –
CSWM
369
Cassady Schiller Wealth Management
Ohio
$1K +$1K +1 New
GWS
370
Glassman Wealth Services
Virginia
$1K +$500 +1 +100%
AP
371
Atwood & Palmer
Missouri
$1K +$1K +2 New
JWA
372
JFS Wealth Advisors
Pennsylvania
$1K +$1K +2 New
ZB
373
Zions Bancorporation
Utah
$1K +$1K +2 New
SWA
374
Sutton Wealth Advisors
Florida
$505 +$505 +1 New
TPCW
375
TD Private Client Wealth
New York
$505 +$505 +1 New
13 14
15
16 17