SAM icon

Boston Beer
SAM

Overview Fund Activity

323 hedge funds and large institutions have $2.17B invested in Boston Beer in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 93 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
51
Increased
93
Reduced
122
Closed
49
Calls
$80.8M
Puts
$71.1M
Net Calls
+$9.67M
Net Calls Change
+$50M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$216M
2
MIIM
2
Mesirow Institutional Investment Management
Illinois
$16M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$35M
4
Norges Bank
4
Norges Bank
Norway
$32.1M
5
Man Group
5
Man Group
United Kingdom
$23.4M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$13.8M
3
Squarepoint
3
Squarepoint
New York
$6.39M
4
Barclays
4
Barclays
United Kingdom
$2.75M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
351
Stratos Wealth Partners
Ohio
– -$268K -882 Closed
SAW
352
Signal Advisors Wealth
Michigan
– -$243K -798 Closed
FWM
353
Foguth Wealth Management
Michigan
– -$243K -798 Closed
PTC
354
Petrus Trust Company
Texas
– -$209K -687 Closed
AC
355
AXQ Capital
New Jersey
– -$205K -674 Closed
NC
356
nVerses Capital
Florida
– -$183K -600 Closed
HT
357
Headlands Technologies
Illinois
– -$114K -373 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
358
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$111K -365 Closed
SDIC
359
South Dakota Investment Council
South Dakota
– -$100K -330 Closed
CA
360
CoreCap Advisors
Michigan
– -$81K -266 Closed
CFM
361
Catalyst Funds Management
Australia
– -$60.9K -200 Closed
NFSG
362
Newbridge Financial Services Group
Florida
– -$24.4K -80 Closed
GWM
363
Geneos Wealth Management
Colorado
– -$15.2K -50 Closed
RTC
364
Riverview Trust Company
Washington
– -$13.4K -44 Closed
JPWM
365
Jamison Private Wealth Management
Georgia
– -$6.09K -20 Closed
PWMG
366
Prestige Wealth Management Group
New Jersey
– -$2.13K -7 Closed
PFBT
367
Parkside Financial Bank & Trust
Missouri
– -$1.83K -6 Closed
WWP
368
WR Wealth Planners
Missouri
– -$1.22K -4 Closed
PWMG
369
Private Wealth Management Group
New Jersey
– -$1.22K -4 Closed
RA
370
Rise Advisors
New York
– -$913 -3 Closed
FIM
371
Fernwood Investment Management
Massachusetts
– -$609 -2 Closed
TFM
372
TFC Financial Management
Massachusetts
– -$305 -1 Closed
11 12 13 14
15