Boston Beer
250 hedge funds and large institutions have $2.07B invested in Boston Beer in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 99 reducing their positions, and 35 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 35
2% more funds holding
Funds holding: 246 → 250 (+4)
0.16% more ownership
Funds ownership: 99.89% → 100.05% (+0.16%)
17% less capital invested
Capital invested by funds: $2.48B → $2.07B (-$409M)
21% less call options, than puts
Call options by funds: $49.7M | Put options by funds: $63M
31% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.5M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$12.5M |
| 3 |
Renaissance Technologies
New York
|
+$12M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.64M |
| 5 |
Squarepoint
New York
|
+$6.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$12.7M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$12.3M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$7.22M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$6.51M |
| 5 |
State Street
Boston,
Massachusetts
|
-$6.43M |
SAM Hedge Fund Activity: Q4 2018 in Review
250 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q4 2018, worth a combined $2.07B — down 17% from $2.48B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SAM positions and 35 closed out — a net gain of 5 holders — while 68 added to existing stakes and 99 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $19.5M. The largest seller was Prudential Financial, cutting an estimated $12.7M.
- 250 institutional investors held Boston Beer (SAM) as of Q4 2018, up from 246 in Q3 2018.
- Funds reported $2.07B of Boston Beer stock for Q4 2018, down 17% quarter-over-quarter.
- 40 funds opened new Boston Beer positions in Q4 2018 and 35 closed out, a net change of +5 holders.
- The largest Boston Beer buyer in Q4 2018 was Fidelity Investments, an estimated $19.5M added.
- The largest Boston Beer seller in Q4 2018 was Prudential Financial, an estimated $12.7M sold.
Based on aggregated 13F filings for Q4 2018.