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Boston Beer
SAM

Overview Fund Activity

377 hedge funds and large institutions have $3.75B invested in Boston Beer in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 102 increasing their positions, 132 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
80
Increased
102
Reduced
132
Closed
68
Calls
$374M
Puts
$451M
Net Calls
-$77.3M
Net Calls Change
+$36.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$217M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$58.4M
3
CCM
3
Candlestick Capital Management
Connecticut
$54.3M
4
UBS Group
4
UBS Group
Switzerland
$58.5M
5
AC
5
Armistice Capital
New York
$24.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.22M
2
BlackRock
2
BlackRock
New York
$403M
3
DCP
3
Durable Capital Partners
Maryland
$149M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$669M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$729K -$157K -311 -18%
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$708K – – –
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$697K – – –
SOADOR
179
State of Alaska Department of Revenue
Alaska
$687K -$58K -115 -8%
TWC
180
TD Waterhouse Canada
Ontario, Canada
$686K +$686K +1,326 New
HEIP
181
Hudson Edge Investment Partners
New Jersey
$676K +$676K +1,338 New
ACM
182
AlphaCrest Capital Management
New York
$670K +$670K +1,326 New
Allspring Global Investments
183
Allspring Global Investments
North Carolina
$660K +$660K +1,308 New
TCM
184
Triumph Capital Management
Colorado
$658K +$117K +232 +22%
CB
185
Commerce Bank
Missouri
$645K +$23.7K +47 +4%
Federated Hermes
186
Federated Hermes
Pennsylvania
$638K -$28.3K -56 -4%
Pacer Advisors
187
Pacer Advisors
Pennsylvania
$637K -$14.1K -28 -2%
Creative Planning
188
Creative Planning
Kansas
$635K -$966K -1,914 -60%
FAM
189
Formidable Asset Management
Ohio
$629K +$370K +732 +143%
CP
190
Camelot Portfolios
Ohio
$601K -$10.1K -20 -2%
XS
191
XR Securities
Illinois
$600K -$449K -889 -43%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$600K -$21.1K -50 -3%
BAM
193
Blueshift Asset Management
New Jersey
$586K +$167K +330 +40%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$580K -$204K -403 -26%
PHIC
195
Pine Haven Investment Counsel
Massachusetts
$563K +$563K +1,115 New
EWA
196
Exencial Wealth Advisors
Oklahoma
$556K +$265K +525 +91%
HSBC Holdings
197
HSBC Holdings
United Kingdom
$553K -$3.44M -6,777 -86%
GT
198
Greenleaf Trust
Michigan
$548K +$92K +182 +20%
TYCC
199
Texas Yale Capital Corp
Florida
$547K – – –
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
$547K +$18.7K +37 +4%
6 7
8
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