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Boston Beer

324 hedge funds and large institutions have $2.22B invested in Boston Beer in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 97 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-15
Holders Change %
-4.42%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
43
Increased
116
Reduced
97
Closed
57
Calls
$55.3M
Puts
$95.7M
Net Calls
-$40.3M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Shares
Change %
KOC
351
Koss-Olinger Consulting
Florida
-$317K -916 Closed
Acadian Asset Management
352
Acadian Asset Management
Massachusetts
-$313K -912 Closed
SFI
353
Susquehanna Fundamental Investments
Pennsylvania
-$311K -900 Closed
PAG
354
Private Advisor Group
New Jersey
-$270K -781 Closed
AT
355
American Trust
Kentucky
-$255K -737 Closed
SGAM
356
Smith Group Asset Management
Texas
-$252K -730 Closed
RJFSA
357
Raymond James Financial Services Advisors
Florida
-$240K -695 Closed
MSRPS
358
Maryland State Retirement & Pension System
Maryland
-$235K -680 Closed
SRL
359
Scientech Research LLC
New Jersey
-$229K -663 Closed
DWM
360
Dakota Wealth Management
Florida
-$229K -662 Closed
CAM
361
Cresset Asset Management
Illinois
-$214K -619 Closed
Envestnet Portfolio Solutions
362
Envestnet Portfolio Solutions
Illinois
-$210K -609 Closed
SFG
363
Sovereign Financial Group
Connecticut
-$207K -600 Closed
MWM
364
Mission Wealth Management
California
-$201K -583 Closed
EC
365
EntryPoint Capital
New York
-$135K -391 Closed
OP
366
ORG Partners
Indiana
-$55.3K -160 Closed
LA
367
LM Advisors
California
-$51.8K -150 Closed
LFA
368
Livelsberger Financial Advisory
Ohio
-$17.3K -50 Closed
VWM
369
Venturi Wealth Management
Texas
-$13.1K -38 Closed
FSWA
370
Financial Synergies Wealth Advisors
Texas
-$7.91K -24 Closed
TVAMP
371
Tennessee Valley Asset Management Partners
Tennessee
-$6.57K -19 Closed
FHA
372
First Horizon Advisors
Tennessee
-$5.88K -17 Closed
TFGT
373
TS Financial Group (TSFG)
Illinois
-$3K -10 Closed
CA
374
Clearstead Advisors
Ohio
-$3.46K -10 Closed
ODG
375
O'Dell Group
Ohio
-$3.46K -10 Closed