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Boston Beer

339 hedge funds and large institutions have $2.59B invested in Boston Beer in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+19
Holders Change %
+5.94%
% of All Funds
4.97%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
57
Increased
96
Reduced
110
Closed
35
Calls
$103M
Puts
$158M
Net Calls
-$54.6M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
351
Greenleaf Trust
Michigan
-$300K -770 Closed
HF
352
HRT Financial
New York
-$294K -755 Closed
C
353
Certuity
Florida
-$222K -569 Closed
AWS
354
Atria Wealth Solutions
New York
-$218K -559 Closed
TFS
355
Thoroughbred Financial Services
Tennessee
-$217K -559 Closed
MWM
356
Merriman Wealth Management
Washington
-$216K -555 Closed
SPC
357
Sigma Planning Corp
Michigan
-$215K -552 Closed
FNBSF
358
First National Bank Sioux Falls
South Dakota
-$212K -545 Closed
ONB
359
Old National Bancorp
Indiana
-$210K -540 Closed
WT
360
Washington Trust
Rhode Island
-$17.9K -46 Closed
RTC
361
Riverview Trust Company
Washington
-$17.1K -44 Closed
First Manhattan
362
First Manhattan
New York
-$12.9K -33 Closed
CFB
363
Cullen/Frost Bankers
Texas
-$12.9K -33 Closed
BAAM
364
Baker Avenue Asset Management
California
-$8.57K -22 Closed
WWP
365
WR Wealth Planners
Missouri
-$4.67K -12 Closed
SCA
366
Stonebridge Capital Advisors
Minnesota
-$3.9K -10 Closed
AAP
367
Arax Advisory Partners
Colorado
-$2.34K -6 Closed
EARNEST Partners
368
EARNEST Partners
Georgia
-$1.95K -5 Closed
EWA
369
EverSource Wealth Advisors
Alabama
-$1.56K -4 Closed
AWA
370
Authentikos Wealth Advisory
California
-$779 -2 Closed
LC
371
Lindbrook Capital
California
-$779 -2 Closed
LCM
372
Logan Capital Management
Pennsylvania
-$390 -1 Closed
AP
373
Atwood & Palmer
Missouri
-$399 -1 Closed