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Boston Beer
SAM

Overview Fund Activity

203 hedge funds and large institutions have $2.35B invested in Boston Beer in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+16
Holders Change %
+8.56%
% of All Funds
5.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
39
Increased
63
Reduced
69
Closed
19
Calls
$26.9M
Puts
$16M
Net Calls
+$10.9M
Net Calls Change
+$14.1M

Top Buyers

1
RIM
1
RS Investment Management
California
$47.9M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$84.4M
3
CCM
3
Crestwood Capital Management
New York
$21.3M
4
American Century Companies
4
American Century Companies
Missouri
$57.7M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$18.9M

Top Sellers

1
GGHC
1
Gilder Gagnon Howe & Co
New York
$212K
2
KCM
2
Kornitzer Capital Management
Kansas
$113M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$12M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$171M
5
TCM
5
TimesSquare Capital Management
New York
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
176
Huntington National Bank
Ohio
$38K +$38K +132 New
MFS
177
MSI Financial Services
Massachusetts
$36K +$28.8K +100 +400%
TRCT
178
Tower Research Capital (TRC)
New York
$33K -$128K -447 -80%
BWFA
179
Baltimore-Washington Financial Advisors
Maryland
$29K – – –
GGPS
180
Gary Goldberg Planning Services
New York
$29K – – –
US Bancorp
181
US Bancorp
Minnesota
$27K +$8.13K +28 +43%
NFG
182
Next Financial Group
Texas
$24K -$4.29K -15 -15%
ASN
183
Advisory Services Network
Georgia
$19K +$19K +60 New
Lazard Asset Management
184
Lazard Asset Management
New York
$18K – – –
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
NES
186
New England Securities
New York
$11K – – –
BC
187
Bartlett & Co
Ohio
$10K – – –
BPBT
188
Boston Private Bank & Trust
Massachusetts
$10K – – –
HRIA
189
Haberer Registered Investment Advisor
Ohio
$10K +$10K +33 New
RFA
190
Reilly Financial Advisors
California
$9K +$9K +30 New
DA
191
Dunvegan Associates
California
$7K -$45.7K -150 -87%
Envestnet Asset Management
192
Envestnet Asset Management
Illinois
$6K -$455K -1,518 -99%
HIM
193
Hutchens Investment Management
New Hampshire
$6K +$6K +20 New
MFS
194
McNamara Financial Services
Massachusetts
$6K +$6K +20 New
Federated Hermes
195
Federated Hermes
Pennsylvania
$5K – – –
GAM
196
Gemmer Asset Management
California
$4K – – –
IPC
197
Independent Portfolio Consultants
Florida
$4K – – –
TDC
198
Thompson Davis & Co
Virginia
$3K – – –
FNBT
199
FineMark National Bank & Trust
Florida
$2K – – –
Manulife (Manufacturers Life Insurance)
200
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54K -$51 -176 -3%
5 6 7
8
9