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Boston Beer
SAM

Overview Fund Activity

339 hedge funds and large institutions have $2.59B invested in Boston Beer in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+19
Holders Change %
+5.94%
% of All Funds
4.97%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
57
Increased
96
Reduced
110
Closed
35
Calls
$103M
Puts
$158M
Net Calls
-$54.6M
Net Calls Change
+$10.1M

Top Buyers

1
CCM
Candlestick Capital Management
Connecticut
$43.2M
2
Morgan Stanley
Morgan Stanley
New York
$41.5M
3
AC
Armistice Capital
New York
$21.5M
4
First Trust Advisors
First Trust Advisors
Illinois
$15.3M
5
Renaissance Technologies
Renaissance Technologies
New York
$15.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$343M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0
4
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$4.89M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
101
Schonfeld Strategic Advisors
New York
$1.79M +$771K +2,232 +76%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$1.78M -$448K -1,296 -20%
Wolverine Trading
103
Wolverine Trading
Illinois
$1.74M +$1.08M +3,134 +164%
SIA
104
Schechter Investment Advisors
Michigan
$1.6M +$89.2K +258 +6%
KCM
105
Kornitzer Capital Management
Kansas
$1.6M -$4.05M -11,728 -72%
Walleye Trading
106
Walleye Trading
New York
$1.6M +$655K +1,895 +69%
Janus Henderson Group
107
Janus Henderson Group
United Kingdom
$1.58M -$2.77K -8 -0.2%
DTL
108
Dynamic Technology Lab
Singapore
$1.58M +$1.58M +4,557 New
OTL
109
Oak Thistle LLC
New York
$1.57M +$1.57M +4,557 New
Nomura Asset Management
110
Nomura Asset Management
Japan
$1.52M – – –
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$1.5M +$1.13M +3,142 +304%
EIP
112
Epoch Investment Partners
New York
$1.45M -$167K -484 -10%
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$1.44M +$13.8K +40 +1%
LPL Financial
114
LPL Financial
California
$1.43M -$31.1K -90 -2%
HA
115
Heartland Advisors
Wisconsin
$1.42M -$76K -220 -5%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.4M +$37.7K +109 +3%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$1.34M +$440K +1,272 +49%
IA
118
Icon Advisers
Colorado
$1.24M – – –
SI
119
Shaker Investments
Ohio
$1.19M -$5.88K -17 -0.5%
SPS
120
Susquehanna Portfolio Strategies
Pennsylvania
$1.12M +$1.12M +3,248 New
YCM
121
Yousif Capital Management
Michigan
$1.12M -$25.9K -75 -2%
OAM
122
Oppenheimer Asset Management
New York
$1.12M -$192K -555 -15%
AMI
123
Amica Mutual Insurance
Rhode Island
$1.11M +$1.11M +3,208 New
AssetMark Inc
124
AssetMark Inc
California
$1.05M +$170K +492 +19%
FCMC
125
Founders Capital Management (Connecticut)
Connecticut
$1.04M – – –
3 4
5
6 7