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Boston Beer
SAM

Overview Fund Activity

230 hedge funds and large institutions have $2.31B invested in Boston Beer in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+27
Holders Change %
+13.3%
% of All Funds
6.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
86
Reduced
58
Closed
27
Calls
$33.2M
Puts
$45.6M
Net Calls
-$12.4M
Net Calls Change
-$23.3M

Top Buyers

1
TCM
Tybourne Capital Management
Hong Kong
$46M
2
State Street
State Street
Massachusetts
$74.2M
3
American Century Companies
American Century Companies
Missouri
$83.7M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$21.4M
5
Deutsche Bank
Deutsche Bank
Germany
$23.5M

Top Sellers

1
KCM
Kornitzer Capital Management
Kansas
$71.6M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$137M
3
HCM
Hitchwood Capital Management
New York
$20.1M
4
EAM
Eagle Asset Management
Florida
$0
5
BFA
BlackRock Fund Advisors
California
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
176
Laurion Capital Management
New York
$241K +$241K +900 New
Tudor Investment Corp
177
Tudor Investment Corp
Connecticut
$241K +$241K +900 New
AB
178
Amalgamated Bank
New York
$237K +$19.8K +74 +9%
JWBC
179
J.W. Burns & Co
New York
$227K -$21.9K -82 -9%
PJSIMP
180
P.J. Schmidt Investment Management (PJS)
Wisconsin
$227K +$40.9K +153 +22%
MIC
181
MU Investments Company
Japan
$227K +$227K +850 New
M&T Bank
182
M&T Bank
New York
$225K -$3.2K -12 -1%
CIM
183
CIM Investment Management
Pennsylvania
$224K +$224K +838 New
ZIM
184
Zacks Investment Management
Illinois
$221K +$221K +825 New
Creative Planning
185
Creative Planning
Kansas
$217K +$13.4K +50 +7%
AP
186
Appleton Partners
Massachusetts
$203K +$203K +760 New
CBB
187
Citizens Business Bank
California
$201K – – –
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$196K +$57.5K +214 +41%
OA
189
OFI Advisors
Pennsylvania
$165K -$238K -889 -59%
Lazard Asset Management
190
Lazard Asset Management
New York
$156K +$139K +520 +800%
AF
191
Allworth Financial
California
$120K +$120K +450 New
SEI Investments
192
SEI Investments
Pennsylvania
$111K +$27.3K +101 +33%
NFG
193
Next Financial Group
Texas
$89K +$66.6K +250 +298%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$80K -$2.13K -8 -3%
SF
195
Synovus Financial
Georgia
$80K +$80K +300 New
TRCT
196
Tower Research Capital (TRC)
New York
$78K +$47.3K +177 +154%
Teacher Retirement System of Texas
197
Teacher Retirement System of Texas
Texas
$76K +$806 +3 +1%
EWM
198
Evercore Wealth Management
New York
$72K – – –
CLM
199
ClearBridge LLC (Maryland)
Maryland
$53K – – –
US Bancorp
200
US Bancorp
Minnesota
$41K +$15.9K +59 +63%
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8
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