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Boston Beer
SAM

Overview Fund Activity

181 hedge funds and large institutions have $1.8B invested in Boston Beer in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+12
Holders Change %
+7.1%
% of All Funds
5.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
69
Reduced
54
Closed
14
Calls
$8.51M
Puts
$41M
Net Calls
-$32.5M
Net Calls Change
+$6.58M

Top Buyers

1
TG
1
TCW Group
California
$16.4M
2
KCM
2
Kornitzer Capital Management
Kansas
$25M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$138M
4
Goldman Sachs
4
Goldman Sachs
New York
$12M
5
PPA
5
Parametric Portfolio Associates
Washington
$7.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.9M
2
Franklin Resources
2
Franklin Resources
California
$107M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$50M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$169M
5
WRF
5
Waddell & Reed Financial
Kansas
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$12.9M +$3.34M +13,811 +35%
Goldman Sachs
27
Goldman Sachs
New York
$12M +$3.54M +14,647 +42%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$11.2M -$6.73M -27,823 -37%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$10.5M +$1.06M +4,397 +11%
TA
30
Teachers Advisors
New York
$10.4M +$1.75M +7,233 +20%
Ameriprise
31
Ameriprise
Minnesota
$10.3M +$257K +1,062 +3%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$10.1M +$811K +3,353 +9%
GF
33
Gabelli Funds
New York
$9.79M -$508K -2,100 -5%
TCIM
34
TIAA CREF Investment Management
New York
$8.02M -$176K -729 -2%
PPA
35
Parametric Portfolio Associates
Washington
$7.78M +$3.53M +14,614 +83%
EAM
36
EULAV Asset Management
Florida
$6.75M – – –
BIM
37
BlackRock Investment Management
Delaware
$6.62M -$104K -429 -2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$6.35M +$371K +1,535 +6%
GF
39
Gerstein Fisher
New York
$6.12M +$3.06M +2,968 +100%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$6.06M -$72.5K -300 -1%
Wells Fargo
41
Wells Fargo
California
$5.96M +$123K +508 +2%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$5.85M -$242K -1,000 -4%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$5.58M +$253K +1,035 +5%
JRP
44
Jasper Ridge Partners
California
$5.16M – – –
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.14M +$72.5K +300 +1%
Charles Schwab
46
Charles Schwab
California
$5.14M +$197K +815 +4%
Prudential Financial
47
Prudential Financial
New Jersey
$4.87M +$36.3K +150 +0.7%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$4.81M – – –
TI
49
Turner Investments
Pennsylvania
$4.59M -$2.9M -12,000 -39%
AllianceBernstein
50
AllianceBernstein
Tennessee
$4.08M – – –
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