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Boston Beer
SAM

Overview Fund Activity

217 hedge funds and large institutions have $3.3B invested in Boston Beer in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
5.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
29
Increased
78
Reduced
75
Closed
30
Calls
$16.9M
Puts
$27M
Net Calls
-$10.1M
Net Calls Change
+$13.6M

Top Buyers

1
ACM
Americafirst Capital Management
California
$1.6B
2
GAM
Gotham Asset Management
New York
$42.5M
3
CIP
Champlain Investment Partners
Vermont
$35.1M
4
Millennium Management
Millennium Management
New York
$19.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$38.3M

Top Sellers

1
CGI
CI Global Investments
California
$14K
2
American Century Companies
American Century Companies
Missouri
$59.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$39.2M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$0
5
CPIM
Columbia Partners Investment Management
Virginia
$6.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
176
Canada Life
Manitoba, Canada
$171K – – –
Creative Planning
177
Creative Planning
Kansas
$170K -$22.2K -110 -12%
LTFS
178
Ladenburg Thalmann Financial Services
Florida
$158K +$10.1K +50 +7%
PAM
179
Paradigm Asset Management
New York
$121K -$2.38M -11,800 -95%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$121K +$43K +212 +55%
Lazard Asset Management
181
Lazard Asset Management
New York
$118K +$12.1K +60 +11%
AAM
182
Advisors Asset Management
Colorado
$115K -$40.2K -200 -26%
CAL
183
Capital Analysts LLC
Pennsylvania
$111K -$119K -590 -52%
CLM
184
ClearBridge LLC (Maryland)
Maryland
$107K +$6.06K +30 +6%
AF
185
Allworth Financial
California
$91K – – –
GBBWRPM
186
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$81K +$81K +400 New
Victory Capital Management
187
Victory Capital Management
Texas
$77K -$2.82K -14 -4%
LIA
188
LS Investment Advisors
Michigan
$74K – – –
MWM
189
MinichMacGregor Wealth Management
New York
$67K +$67K +255 New
IA
190
IFP Advisors
Florida
$61K +$61K +301 New
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$55K +$23K +113 +72%
EWM
192
Evercore Wealth Management
New York
$54K – – –
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$43K +$23.9K +118 +126%
MFS
194
MSI Financial Services
Massachusetts
$41K -$140K -695 -77%
Ohio Public Employees Retirement System (OPERS)
195
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K +$8.12K +40 +25%
NFG
196
Next Financial Group
Texas
$37K – – –
US Bancorp
197
US Bancorp
Minnesota
$32K +$6.93K +34 +28%
CG
198
Cutler Group
California
$30K +$30K +150 New
SIM
199
Sonora Investment Management
Arizona
$15K – – –
CGI
200
CI Global Investments
California
$14K -$46.8M -237,429 -100%
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8
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