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Boston Beer
SAM

Overview Fund Activity

219 hedge funds and large institutions have $1.81B invested in Boston Beer in 2015 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
–
Holders Change %
0%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
91
Reduced
65
Closed
31
Calls
$24.6M
Puts
$48.3M
Net Calls
-$23.7M
Net Calls Change
+$2.15M

Top Buyers

1
TCM
Tybourne Capital Management
Hong Kong
$116M
2
CGI
CI Global Investments
California
$50M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$27M
4
American Century Companies
American Century Companies
Missouri
$99.8M
5
GAM
Gotham Asset Management
New York
$19.5M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$0
2
O
OppenheimerFunds
New York
$0
3
RIG
Roosevelt Investment Group
New York
$869K
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$0
5
Deutsche Bank
Deutsche Bank
Germany
$6.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
176
MSI Financial Services
Massachusetts
$189K +$31.5K +150 +20%
Canada Life
177
Canada Life
Manitoba, Canada
$179K -$16.9K -80 -9%
OA
178
OFI Advisors
Pennsylvania
$176K +$31.3K +149 +22%
SG Americas Securities
179
SG Americas Securities
New York
$168K -$234K -1,113 -58%
AAM
180
Advisors Asset Management
Colorado
$163K -$68.6K -325 -30%
LTFS
181
Ladenburg Thalmann Financial Services
Florida
$155K +$845 +4 +0.5%
TRCT
182
Tower Research Capital (TRC)
New York
$146K +$36.4K +173 +33%
Simplex Trading
183
Simplex Trading
Illinois
$140K +$140K +667 New
CSS
184
Cubist Systematic Strategies
Connecticut
$110K -$559K -2,660 -84%
Lazard Asset Management
185
Lazard Asset Management
New York
$110K +$21K +100 +24%
CLM
186
ClearBridge LLC (Maryland)
Maryland
$105K – – –
AF
187
Allworth Financial
California
$95K – – –
Victory Capital Management
188
Victory Capital Management
Texas
$83K +$83K +396 New
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$81K +$13.3K +63 +20%
LIA
190
LS Investment Advisors
Michigan
$77K +$6.12K +29 +9%
Walleye Trading
191
Walleye Trading
New York
$71K +$56.4K +267 +387%
EWM
192
Evercore Wealth Management
New York
$56K – – –
KPCM
193
Kings Point Capital Management
New York
$48K +$48K +227 New
CK
194
Carnick & Kubik
Colorado
$45.3K +$45.3K +215 New
HNB
195
Huntington National Bank
Ohio
$43K +$36K +169 +512%
NFG
196
Next Financial Group
Texas
$38K -$31K -150 -45%
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$33K +$2.94K +14 +10%
Ohio Public Employees Retirement System (OPERS)
198
Ohio Public Employees Retirement System (OPERS)
Ohio
$33K +$17.7K +84 +115%
US Bancorp
199
US Bancorp
Minnesota
$26K +$6.34K +30 +32%
W
200
Wealthfront
California
$24K +$19.3K +91 +414%
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