SAM icon

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 %
Victory Capital Management
151
Victory Capital Management
Texas
$748K +$6.91K +20 +0.9%
Simplex Trading
152
Simplex Trading
Illinois
$739K +$739K +2,140 New
NMIMC
153
Northwestern Mutual Investment Management Company
Wisconsin
$724K -$1.04K -3 -0.1%
AIP
154
Ameritas Investment Partners
Nebraska
$719K -$13.8K -40 -2%
COPPSERS
155
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$718K +$56.3K +163 +9%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$712K +$187K +542 +36%
PRC
157
Pearl River Capital
Michigan
$675K +$35.6K +103 +6%
X
158
Xponance
Pennsylvania
$675K -$40.1K -116 -6%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$668K – – –
NMERB
160
New Mexico Educational Retirement Board
New Mexico
$657K – – –
SEC
161
Seven Eight Capital
New York
$657K +$657K +1,900 New
VF
162
Virtu Financial
New York
$628K +$628K +1,818 New
QCM
163
Quantinno Capital Management
New York
$596K -$2.23M -6,449 -79%
NS
164
NBC Securities
Alabama
$573K -$21.4K -62 -4%
VI
165
Versor Investments
New York
$555K -$84.3K -244 -13%
SPFA
166
Summit Place Financial Advisors
New Jersey
$546K +$546K +1,581 New
TCOV
167
Trust Company of Vermont
Vermont
$546K – – –
HEIP
168
Hudson Edge Investment Partners
New Jersey
$535K -$17.3K -50 -3%
SDIC
169
South Dakota Investment Council
South Dakota
$519K – – –
NSEDCP
170
NJ State Employees Deferred Compensation Plan
New Jersey
$518K – – –
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$515K +$152K +441 +42%
Citigroup
172
Citigroup
New York
$507K -$1.49M -4,302 -75%
SPA
173
Sherbrooke Park Advisers
New York
$503K +$503K +1,456 New
NC
174
Napatree Capital
Rhode Island
$500K +$500K +1,447 New
Pacer Advisors
175
Pacer Advisors
Pennsylvania
$488K +$110K +319 +29%
5 6
7
8 9