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Boston Beer
SAM

Overview Fund Activity

398 hedge funds and large institutions have $8.56B invested in Boston Beer in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+29
Holders Change %
+7.86%
% of All Funds
7.06%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
80
Increased
120
Reduced
135
Closed
48
Calls
$144M
Puts
$233M
Net Calls
-$88.7M
Net Calls Change
-$50.6M

Top Buyers

1
BlackRock
BlackRock
New York
$909M
2
Artisan Partners
Artisan Partners
Wisconsin
$160M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.22B
4
Victory Capital Management
Victory Capital Management
Texas
$111M
5
DCP
Durable Capital Partners
Maryland
$577M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$367M
2
ECU
Egerton Capital (UK)
United Kingdom
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$371M
4
OAG
Orbis Allan Gray
Bermuda
$0
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$86.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
426
Bogle Investment Management
Massachusetts
– -$366K -414 Closed
BO
427
BRR OpCo
Ohio
– -$309K -350 Closed
GCP
428
GSA Capital Partners
United Kingdom
– -$257K -291 Closed
MFS
429
Mirabella Financial Services
United Kingdom
– -$257K -291 Closed
Truist Financial
430
Truist Financial
North Carolina
– -$255K -288 Closed
IF
431
IRON Financial
Illinois
– -$228K -258 Closed
DT
432
Diversified Trust
Tennessee
– -$214K -242 Closed
CCIA
433
Campbell & Co Investment Adviser
Maryland
– -$207K -234 Closed
ACM
434
Aubrey Capital Management
United Kingdom
– -$166K -188 Closed
FHA
435
Flagship Harbor Advisors
Massachusetts
– -$105K -119 Closed
HFM
436
Harvest Fund Management
China
– -$82K -94 Closed
CHAM
437
Clear Harbor Asset Management
Connecticut
– -$58.3K -66 Closed
CIA
438
CSat Investment Advisory
Michigan
– -$34K -38 Closed
AAMU
439
Amundi Asset Management US
Massachusetts
– -$19K -21 Closed
SXL
440
Summit X LLC
Missouri
– -$883 -20 Closed
WAM
441
Wolverine Asset Management
Illinois
– -$15K -18 Closed
KPCM
442
Kings Point Capital Management
New York
– -$11K -13 Closed
PFWA
443
Paces Ferry Wealth Advisors
Georgia
– -$4K -5 Closed
AII
444
AGF Investments Inc
Ontario, Canada
– -$4K -4 Closed
CWC
445
Carolinas Wealth Consulting
North Carolina
– -$2K -2 Closed
14 15 16 17
18