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Boston Beer
SAM

317 hedge funds and large institutions have $2.65B invested in Boston Beer in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 94 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 31

6% more funds holding

Funds holding: 299 → 317 (+18)

7% more call options, than puts

Call options by funds: $203M | Put options by funds: $190M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $2.75B → $2.65B (-$96.7M)

3.27% less ownership

Funds ownership: 82.97% → 79.7% (-3.3%)

13% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 108

Holders
317
Holders Change
+18
Holders Change %
+6.02%
% of All Funds
5.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
52
Increased
94
Reduced
108
Closed
31
Calls
$203M
Puts
$190M
Net Calls
+$13.1M
Net Calls Change
+$99.8M

Top Buyers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
+$54.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.5M
3
BlackRock
BlackRock
New York
+$15.6M
4
Man Group
Man Group
United Kingdom
+$11M
5
Goldman Sachs
Goldman Sachs
New York
+$7.6M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$55.9M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$49.9M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$48.1M
4
Millennium Management
Millennium Management
New York
-$41.3M
5
EIP
Epoch Investment Partners
New York
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
76
Profit Investment Management
Maryland
$2.62M – – –
GI
77
GAMCO Investors
Connecticut
$2.55M -$1.01M -2,782 -26%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.51M -$55.9M -154,041 -95%
Two Sigma Investments
79
Two Sigma Investments
New York
$2.43M +$1.48M +4,077 +124%
GCM
80
Graham Capital Management
Connecticut
$2.37M +$2.61M +7,207 New
AB
81
Amalgamated Bank
New York
$2.37M -$2.54K -7 -0.1%
CP
82
CenterBook Partners
Connecticut
$2.2M +$9.43K +26 +0.4%
LPL Financial
83
LPL Financial
California
$2.12M +$596K +1,644 +34%
SB
84
Simmons Bank
Arkansas
$2.1M +$125K +345 +6%
DA
85
Duality Advisers
Florida
$2.09M +$2.01M +5,532 +683%
TPSF
86
Texas Permanent School Fund
Texas
$2.09M -$184K -508 -7%
AMG
87
Asset Management Group
Connecticut
$2.09M – – –
MIM
88
MetLife Investment Management
New Jersey
$2.07M -$67.1K -185 -3%
State of New Jersey Common Pension Fund D
89
State of New Jersey Common Pension Fund D
New Jersey
$2.05M -$135K -371 -6%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$1.99M -$901K -2,483 -29%
OTPPB
91
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.97M +$1.47M +4,049 +209%
FCI
92
Financial Counselors Inc
Kansas
$1.92M -$86K -237 -4%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$1.85M -$7.82M -21,544 -79%
Nomura Asset Management
94
Nomura Asset Management
Japan
$1.84M – – –
QCM
95
Quantinno Capital Management
New York
$1.82M +$2M +5,522 New
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$1.64M -$11.5M -31,671 -86%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.63M -$633K -1,746 -26%
Holocene Advisors
98
Holocene Advisors
New York
$1.6M +$1.76M +4,845 New
SI
99
Shaker Investments
Ohio
$1.56M +$1.71M +4,724 New
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$1.53M -$420K -1,157 -20%
2 3
4
5 6

SAM Hedge Fund Activity: Q4 2022 in Review

317 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q4 2022, worth a combined $2.65B — down 3.5% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SAM positions and 31 closed out — a net gain of 21 holders — while 94 added to existing stakes and 108 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $54.9M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $55.9M.

  • 317 institutional investors held Boston Beer (SAM) as of Q4 2022, up from 299 in Q3 2022.
  • Funds reported $2.65B of Boston Beer stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 52 funds opened new Boston Beer positions in Q4 2022 and 31 closed out, a net change of +21 holders.
  • The largest Boston Beer buyer in Q4 2022 was Baird Financial Group, an estimated $54.9M added.
  • The largest Boston Beer seller in Q4 2022 was Manulife (Manufacturers Life Insurance), an estimated $55.9M sold.

Based on aggregated 13F filings for Q4 2022.