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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 %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$3.84M -$107K -443 -3%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$3.62M +$24.2K +100 +0.7%
TA
53
Teton Advisors
New York
$3.55M -$749K -3,100 -17%
PIM
54
Profit Investment Management
Maryland
$3.53M -$3.51M -14,515 -50%
BG
55
BlackRock Group
United Kingdom
$3.34M +$275K +1,136 +9%
NI
56
Nepsis Inc
Minnesota
$3.16M +$3.16M +13,072 New
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$3.03M -$22.2K -92 -0.7%
Bank of America
58
Bank of America
North Carolina
$2.74M +$203K +840 +8%
NFA
59
Nationwide Fund Advisors
Ohio
$2.7M -$69.4K -287 -3%
MCM
60
McKinley Capital Management
Alaska
$2.65M +$2.65M +10,947 New
UMA
61
USA Mutuals Advisors
Texas
$2.42M +$2.42M +10,000 New
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$2.41M – – –
CS
63
Credit Suisse
Switzerland
$2.34M +$211K +874 +10%
American Century Companies
64
American Century Companies
Missouri
$2.26M +$20.3K +84 +0.9%
TPSF
65
Texas Permanent School Fund
Texas
$2.22M -$14.3K -59 -0.6%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$2.2M +$48.4K +200 +2%
GC
67
Guggenheim Capital
Illinois
$2.1M +$1.89M +7,818 +893%
AAM
68
AMI Asset Management
California
$2.07M +$1.72M +7,108 +491%
HFS
69
HL Financial Services
Kentucky
$1.97M +$1.97M +8,144 New
First Trust Advisors
70
First Trust Advisors
Illinois
$1.95M +$857K +3,546 +79%
WB
71
WesBanco Bank
West Virginia
$1.93M – – –
Swiss National Bank
72
Swiss National Bank
Switzerland
$1.89M +$121K +500 +7%
CPC
73
Cookson Peirce & Co
Pennsylvania
$1.81M -$280K -1,157 -13%
Comerica Bank
74
Comerica Bank
Texas
$1.81M -$69.7K -288 -4%
BF
75
BOK Financial
Oklahoma
$1.79M -$666K -2,753 -27%
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