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Boston Beer
SAM

Overview Fund Activity

224 hedge funds and large institutions have $1.5B invested in Boston Beer in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 60 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+15
Holders Change %
+7.18%
% of All Funds
5.61%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
41
Increased
60
Reduced
78
Closed
23
Calls
$26.8M
Puts
$21.3M
Net Calls
+$5.49M
Net Calls Change
+$14.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$137M
2
RP
2
Regal Partners
Australia
$23.3M
3
American Century Companies
3
American Century Companies
Missouri
$63.3M
4
BA
4
BlackRock Advisors
Delaware
$22M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$10.7M

Top Sellers

1
TCM
1
Tybourne Capital Management
Hong Kong
$111M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$12.5M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$33.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
176
Parallax Volatility Advisers
California
$113K +$80.5K +474 +248%
LIA
177
LS Investment Advisors
Michigan
$103K +$4.08K +24 +4%
LTFS
178
Ladenburg Thalmann Financial Services
Florida
$102K -$340 -2 -0.3%
PAM
179
Paradigm Asset Management
New York
$102K – – –
IA
180
IFP Advisors
Florida
$100K +$30.1K +177 +43%
DADC
181
D.A. Davidson & Co
Montana
$100K +$100K +591 New
Citigroup
182
Citigroup
New York
$97K -$446K -2,622 -82%
PA
183
Parallel Advisors
California
$90K +$90K +527 New
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$86K +$86K +504 New
CF
185
CenterStar Fund
Illinois
$78K -$77K – –
Victory Capital Management
186
Victory Capital Management
Texas
$76K -$2.05K -12 -3%
AF
187
Allworth Financial
California
$68K -$8.5K -50 -11%
GBBWRPM
188
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$68K – – –
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$63K +$4.7K +28 +8%
AIM
190
Acrospire Investment Management
Illinois
$51K -$17K -100 -25%
MFS
191
MSI Financial Services
Massachusetts
$48K -$2.22K -13 -4%
NFG
192
Next Financial Group
Texas
$47K – – –
MWM
193
MinichMacGregor Wealth Management
New York
$43K – – –
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$43K – – –
AAM
195
Advisors Asset Management
Colorado
$34K – – –
HNB
196
Huntington National Bank
Ohio
$31K – – –
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$30K – – –
AIM
198
Advantage Investment Management
Iowa
$28K -$14.4K -85 -34%
FCB
199
First Command Bank
Texas
$26K +$26K +153 New
FCFS
200
First Command Financial Services
Texas
$26K +$26K +153 New
6 7
8
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