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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 %
CG
76
Colony Group
Massachusetts
$1.67M +$1.67M +6,923 New
ASRS
77
Arizona State Retirement System
Arizona
$1.67M -$193K -800 -10%
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$1.65M +$99.1K +410 +6%
AQR Capital Management
79
AQR Capital Management
Connecticut
$1.61M -$411K -1,700 -20%
AIG
80
American International Group
New York
$1.53M -$32.9K -136 -2%
Deutsche Bank
81
Deutsche Bank
Germany
$1.46M -$2.01M -8,298 -58%
SO
82
STRS Ohio
Ohio
$1.43M -$169K -700 -11%
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$1.43M +$508K +2,100 +55%
WSA
84
Wall Street Associates
California
$1.39M -$179K -741 -11%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$1.35M – – –
BA
86
BlackRock Advisors
Delaware
$1.29M +$81.5K +337 +7%
GCP
87
GSA Capital Partners
United Kingdom
$1.29M +$289K +1,195 +29%
SCM
88
Steward Capital Management
Michigan
$1.28M +$3.63K +15 +0.3%
RIG
89
Roosevelt Investment Group
New York
$1.17M +$426K +1,762 +57%
HW
90
Hancock Whitney
Mississippi
$1.13M -$412K -1,704 -27%
GKIM
91
GW&K Investment Management
Massachusetts
$1.11M +$177K +733 +19%
MOACM
92
Mutual of America Capital Management
New York
$1.1M +$1.1M +4,550 New
Allianz Asset Management
93
Allianz Asset Management
Germany
$1.08M +$446K +1,845 +71%
LSERS
94
Louisiana State Employees Retirement System
Louisiana
$967K +$967K +4,000 New
UCFA
95
United Capital Financial Advisors
Texas
$928K -$33.6K -139 -3%
CAM
96
Capstone Asset Management
Texas
$921K -$79.5K -329 -8%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$915K – – –
U
98
UBS
Switzerland
$915K +$133K +548 +17%
IH
99
IFC Holdings
Florida
$872K -$4.37K -18 -0.5%
Schroder Investment Management Group
100
Schroder Investment Management Group
United Kingdom
$846K +$72.5K +300 +9%
2 3
4
5 6