Boston Beer
345 hedge funds and large institutions have $2.23B invested in Boston Beer in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 112 reducing their positions, and 37 closing their positions.
43% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 37
9% more capital invested
Capital invested by funds: $2.04B → $2.23B (+$193M)
5.71% more ownership
Funds ownership: 73.16% → 78.87% (+5.7%)
4% more funds holding
Funds holding: 331 → 345 (+14)
4% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 112
40% less call options, than puts
Call options by funds: $20.8M | Put options by funds: $34.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$37.8M |
| 2 |
JGC
J. Goldman & Co
New York
|
+$25.9M |
| 3 |
CCPM
Cooper Creek Partners Management
New York
|
+$25.2M |
| 4 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$23.5M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$13.5M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$10.8M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$9.83M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DI
376
DAGCO Inc
Westlake,
Ohio
| – | -$14.5K | -50 | Closed |
|
377
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| – | -$9.25K | -32 | Closed |
|
|
PWM
378
Partnership Wealth Management
Towson,
Maryland
| – | -$4.92K | -17 | Closed |
|
|
TC
379
Truvestments Capital
Sarasota,
Florida
| – | -$4.63K | -16 | Closed |
|
|
JIP
380
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$1.45K | -5 | Closed |
|
|
AF
381
Advisornet Financial
Minnetonka,
Minnesota
| – | -$867 | -3 | Closed |
|
|
SRCM
382
Signature Resources Capital Management
Newport Beach,
California
| – | -$578 | -2 | Closed |
|
SAM Hedge Fund Activity: Q4 2024 in Review
345 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q4 2024, worth a combined $2.23B — up 9.5% from $2.04B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SAM positions and 37 closed out — a net gain of 16 holders — while 108 added to existing stakes and 112 trimmed.
The largest buyer was UBS Group, adding an estimated $37.8M. The largest seller was Fidelity Investments, cutting an estimated $15.8M.
- 345 institutional investors held Boston Beer (SAM) as of Q4 2024, up from 331 in Q3 2024.
- Funds reported $2.23B of Boston Beer stock for Q4 2024, up 9.5% quarter-over-quarter.
- 53 funds opened new Boston Beer positions in Q4 2024 and 37 closed out, a net change of +16 holders.
- The largest Boston Beer buyer in Q4 2024 was UBS Group, an estimated $37.8M added.
- The largest Boston Beer seller in Q4 2024 was Fidelity Investments, an estimated $15.8M sold.
Based on aggregated 13F filings for Q4 2024.