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Boston Beer
SAM

Overview Fund Activity

177 hedge funds and large institutions have $1.74B invested in Boston Beer in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-3
Holders Change %
-1.67%
% of All Funds
5.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
70
Reduced
57
Closed
20
Calls
$27.2M
Puts
$67.5M
Net Calls
-$40.3M
Net Calls Change
-$45.8M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$26.1M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$22.7M
3
Norges Bank
3
Norges Bank
Norway
$33.6M
4
O
4
OppenheimerFunds
New York
$35.8M
5
RIG
5
Roosevelt Investment Group
New York
$11M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
TA
2
Teachers Advisors
New York
$2.59M
3
BFA
3
BlackRock Fund Advisors
California
$98.2M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$145M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWIA
126
Fort Washington Investment Advisors
Ohio
$395K -$33.6K -150 -8%
Wellington Management Group
127
Wellington Management Group
Massachusetts
$393K +$393K +1,757 New
RCM
128
Reynolds Capital Management
Nevada
$380K – – –
OA
129
OFI Advisors
Pennsylvania
$364K +$67.1K +300 +23%
PA
130
Profund Advisors
Maryland
$347K +$4.03K +18 +1%
FLPIM
131
F.L. Putnam Investment Management
Massachusetts
$313K – – –
DTL
132
Dynamic Technology Lab
Singapore
$311K +$311K +1,393 New
PI
133
PineBridge Investments
New York
$309K -$191K -851 -38%
Citigroup
134
Citigroup
New York
$291K +$99.9K +448 +52%
AAM
135
Advisors Asset Management
Colorado
$288K -$13.6K -61 -5%
CS
136
Comerica Securities
Michigan
$287K +$20.8K +93 +8%
CG
137
Clinton Group
New York
$272K +$272K +1,215 New
LWCFA
138
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$270K +$44.6K +200 +20%
MSA
139
Mason Street Advisors
Wisconsin
$249K +$7.38K +33 +3%
JWBC
140
J.W. Burns & Co
New York
$242K – – –
GC
141
Grimes & Company
Massachusetts
$226K – – –
Federated Hermes
142
Federated Hermes
Pennsylvania
$224K -$89.6K -400 -29%
HighTower Advisors
143
HighTower Advisors
Illinois
$209K – – –
LPL Financial
144
LPL Financial
California
$206K -$5.59K -25 -3%
VFA
145
Virtus Fund Advisers
Connecticut
$159K +$159K +711 New
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$156K -$200K -893 -56%
Canada Life
147
Canada Life
Manitoba, Canada
$154K – – –
Creative Planning
148
Creative Planning
Kansas
$139K -$11.2K -50 -7%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$120K +$34.3K +154 +40%
Parallax Volatility Advisers
150
Parallax Volatility Advisers
California
$88K +$88K +394 New
4 5
6
7 8