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Boston Beer
SAM

Overview Fund Activity

322 hedge funds and large institutions have $2.99B invested in Boston Beer in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 85 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-55
Holders Change %
-14.59%
% of All Funds
5.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
133
Reduced
85
Closed
90
Calls
$161M
Puts
$259M
Net Calls
-$98.5M
Net Calls Change
-$21.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$318M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$38.9M
3
EIP
Epoch Investment Partners
New York
$53.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$545M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$28.6M

Top Sellers

1
DCP
Durable Capital Partners
Maryland
$55.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
CCM
Candlestick Capital Management
Connecticut
$0
4
UBS Group
UBS Group
Switzerland
$8.87M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
351
Seeyond
France
– -$749K -1,483 Closed
ACM
352
AlphaCrest Capital Management
New York
– -$670K -1,326 Closed
TCM
353
Triumph Capital Management
Colorado
– -$658K -1,302 Closed
CB
354
Commerce Bank
Missouri
– -$645K -1,277 Closed
XS
355
XR Securities
Illinois
– -$600K -1,188 Closed
BAM
356
Blueshift Asset Management
New Jersey
– -$586K -1,160 Closed
EWA
357
Exencial Wealth Advisors
Oklahoma
– -$556K -1,100 Closed
ESCM
358
Echo Street Capital Management
New York
– -$532K -1,053 Closed
PSUF
359
People's United Financial
Connecticut
– -$464K -918 Closed
LP
360
LMR Partners
United Kingdom
– -$460K -910 Closed
AIMCA
361
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$404K -800 Closed
HighTower Advisors
362
HighTower Advisors
Illinois
– -$392K -773 Closed
PAA
363
Peregrine Asset Advisers
Oregon
– -$365K -722 Closed
AIM
364
Aigen Investment Management
New York
– -$355K -691 Closed
YIH
365
Y-Intercept (HK)
Hong Kong
– -$337K -668 Closed
OTL
366
Oak Thistle LLC
New York
– -$308K -610 Closed
Mercer Global Advisors
367
Mercer Global Advisors
Colorado
– -$283K -561 Closed
KPWS
368
Kestra Private Wealth Services
Texas
– -$272K -539 Closed
SCM
369
Shelton Capital Management
Colorado
– -$260K -514 Closed
PA
370
Profund Advisors
Maryland
– -$254K -502 Closed
FI
371
Fosun International
China
– -$251K -500 Closed
DWA
372
Douglass Winthrop Advisors
New York
– -$253K -500 Closed
GC
373
Grimes & Company
Massachusetts
– -$244K -499 Closed
SAM
374
SignalPoint Asset Management
Missouri
– -$252K -499 Closed
KWM
375
Kingsview Wealth Management
Oregon
– -$246K -487 Closed
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