Boston Beer
266 hedge funds and large institutions have $2.57B invested in Boston Beer in 2019 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 30 closing their positions.
60% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 30
24% more capital invested
Capital invested by funds: $2.07B → $2.57B (+$501M)
6% more funds holding
Funds holding: 250 → 266 (+16)
0.24% more ownership
Funds ownership: 100.05% → 100.29% (+0.24%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
17% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 92
37% less call options, than puts
Call options by funds: $42.6M | Put options by funds: $67.7M
Top Buyers
| 1 |
Renaissance Technologies
New York
|
+$29.6M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$18.7M |
| 3 |
TA
Teachers Advisors
New York
|
+$15.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.5M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$15.4M |
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$21.6M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$16.1M |
| 3 |
JP Morgan Chase
New York
|
-$14.2M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$12.8M |
| 5 |
Neuberger Berman Group
New York
|
-$9.44M |
SAM Hedge Fund Activity: Q1 2019 in Review
266 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q1 2019, worth a combined $2.57B — up 24% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SAM positions and 30 closed out — a net gain of 18 holders — while 76 added to existing stakes and 92 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $29.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $21.6M.
- 266 institutional investors held Boston Beer (SAM) as of Q1 2019, up from 250 in Q4 2018.
- Funds reported $2.57B of Boston Beer stock for Q1 2019, up 24% quarter-over-quarter.
- 48 funds opened new Boston Beer positions in Q1 2019 and 30 closed out, a net change of +18 holders.
- The largest Boston Beer buyer in Q1 2019 was Renaissance Technologies, an estimated $29.6M added.
- The largest Boston Beer seller in Q1 2019 was T. Rowe Price Associates, an estimated $21.6M sold.
Based on aggregated 13F filings for Q1 2019.