Boston Beer
412 hedge funds and large institutions have $10.6B invested in Boston Beer in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 131 increasing their positions, 144 reducing their positions, and 46 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
43% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 46
24% more capital invested
Capital invested by funds: $8.56B → $10.6B (+$2.01B)
3% more funds holding
Funds holding: 399 → 412 (+13)
1.03% more ownership
Funds ownership: 86.78% → 87.8% (+1%)
9% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 144
46% less call options, than puts
Call options by funds: $167M | Put options by funds: $309M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$247M |
| 2 |
BlackRock
New York
|
+$202M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$134M |
| 4 |
NCA
Newbrook Capital Advisors
New York
|
+$75.6M |
| 5 |
JP Morgan Chase
New York
|
+$56.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$105M |
| 2 |
Renaissance Technologies
New York
|
-$73M |
| 3 |
Goldman Sachs
New York
|
-$63.7M |
| 4 |
Morgan Stanley
New York
|
-$59.4M |
| 5 |
Millennium Management
New York
|
-$56.4M |
SAM Hedge Fund Activity: Q1 2021 in Review
412 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q1 2021, worth a combined $10.6B — up 24% from $8.56B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new SAM positions and 46 closed out — a net gain of 20 holders — while 131 added to existing stakes and 144 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $247M. The largest seller was Citadel Advisors, cutting an estimated $105M.
- 412 institutional investors held Boston Beer (SAM) as of Q1 2021, up from 399 in Q4 2020.
- Funds reported $10.6B of Boston Beer stock for Q1 2021, up 24% quarter-over-quarter.
- 66 funds opened new Boston Beer positions in Q1 2021 and 46 closed out, a net change of +20 holders.
- The largest Boston Beer buyer in Q1 2021 was Wellington Management Group, an estimated $247M added.
- The largest Boston Beer seller in Q1 2021 was Citadel Advisors, an estimated $105M sold.
Based on aggregated 13F filings for Q1 2021.