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Boston Beer
SAM

Overview Fund Activity

369 hedge funds and large institutions have $7.47B invested in Boston Beer in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 89 increasing their positions, 135 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+48
Holders Change %
+14.95%
% of All Funds
7.47%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
89
Increased
89
Reduced
135
Closed
41
Calls
$235M
Puts
$273M
Net Calls
-$38.1M
Net Calls Change
-$11.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$218M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$476M
3
DCP
3
Durable Capital Partners
Maryland
$437M
4
ECU
4
Egerton Capital (UK)
United Kingdom
$108M
5
OAG
5
Orbis Allan Gray
Bermuda
$79.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$996M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$151M
3
CIP
3
Champlain Investment Partners
Vermont
$26.4M
4
BlackRock
4
BlackRock
New York
$692M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
176
Colony Group
Massachusetts
$1.23M +$1.23M +1,394 New
Citigroup
177
Citigroup
New York
$1.22M -$3.14M -3,555 -72%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$1.22M – – –
CIP
179
Chartwell Investment Partners
Pennsylvania
$1.22M -$3.69M -4,179 -75%
QI
180
QS Investors
New York
$1.14M -$5.11M -5,783 -82%
SO
181
STRS Ohio
Ohio
$1.11M -$608K -688 -35%
SA
182
Shilanski & Associates
Alaska
$1.11M -$1.02M -1,159 -48%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$1.1M +$733K +830 +200%
PSUF
184
People's United Financial
Connecticut
$1.08M +$1.08M +1,224 New
PMAM
185
Picton Mahoney Asset Management
Ontario, Canada
$1.04M +$1.04M +1,180 New
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$1.02M – – –
Franklin Resources
187
Franklin Resources
California
$1.02M +$75.1K +85 +8%
RJFSA
188
Raymond James Financial Services Advisors
Florida
$1.01M +$5.3K +6 +0.5%
OA
189
Oak Associates
Ohio
$989K – – –
FI
190
Fosun International
China
$968K -$88K -100 -8%
CAM
191
Congress Asset Management
Massachusetts
$967K +$967K +1,095 New
AMG
192
Asset Management Group
Connecticut
$966K – – –
MWNA
193
Marshall Wace North America
New York
$963K +$963K +1,090 New
TYCC
194
Texas Yale Capital Corp
Florida
$956K – – –
GC
195
Grimes & Company
Massachusetts
$933K – – –
RG
196
Renaissance Group
Kentucky
$920K -$452K -512 -33%
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$915K +$79.5K +90 +10%
BNP Paribas Financial Markets
198
BNP Paribas Financial Markets
France
$892K -$949K -1,074 -52%
SAM
199
Shell Asset Management
Netherlands
$890K – – –
IMRF
200
Illinois Municipal Retirement Fund
Illinois
$888K +$888K +1,005 New
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8
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