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Boston Beer
SAM

Overview Fund Activity

322 hedge funds and large institutions have $2.99B invested in Boston Beer in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 85 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-55
Holders Change %
-14.59%
% of All Funds
5.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
133
Reduced
85
Closed
90
Calls
$161M
Puts
$259M
Net Calls
-$98.5M
Net Calls Change
-$21.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$150M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$38.9M
3
EIP
Epoch Investment Partners
New York
+$38.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$30.2M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$28.6M

Top Sellers

1
DCP
Durable Capital Partners
Maryland
-$59M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$58.4M
3
CCM
Candlestick Capital Management
Connecticut
-$54.3M
4
UBS Group
UBS Group
Switzerland
-$36.1M
5
Millennium Management
Millennium Management
New York
-$34.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGIM
176
Pacific Global Investment Management
California
$393K +$159K +409 +68%
CAM
177
Congress Asset Management
Massachusetts
$392K +$42.7K +110 +12%
CCM
178
Callodine Capital Management
Massachusetts
$388K +$388K +1,000 New
CIA
179
Cladis Investment Advisory
Montana
$383K +$20.6K +50 +6%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$373K -$189K -485 -34%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$371K -$219K -564 -37%
GT
182
Greenleaf Trust
Michigan
$364K -$57.6K -148 -14%
1IA
183
1620 Investment Advisors
Massachusetts
$354K – – –
AAM
184
Aureus Asset Management
Massachusetts
$350K – – –
SAM
185
Securian Asset Management
Minnesota
$344K – – –
Neuberger Berman Group
186
Neuberger Berman Group
New York
$341K +$104K +269 +44%
AssetMark Inc
187
AssetMark Inc
California
$338K +$146K +376 +76%
HSBC Holdings
188
HSBC Holdings
United Kingdom
$335K -$91.1K -233 -21%
EAM
189
Eukles Asset Management
Ohio
$323K -$12.4K -32 -4%
TWM
190
Titus Wealth Management
California
$320K +$73.7K +190 +30%
BCM
191
Bayesian Capital Management
New York
$314K +$28.4K +73 +10%
Prudential Financial
192
Prudential Financial
New Jersey
$303K -$23.6K -61 -7%
CA
193
Cetera Advisors
Colorado
$295K – – –
FCBT
194
First Citizens Bank & Trust
North Carolina
$295K +$103K +266 +54%
Deutsche Bank
195
Deutsche Bank
Germany
$294K +$34.6K +89 +13%
ProShare Advisors
196
ProShare Advisors
Maryland
$293K -$49.3K -127 -14%
SFP
197
Sweet Financial Partners
Minnesota
$291K +$97K +250 +50%
BDF
198
Balasa Dinverno & Foltz
$275K -$105K -270 -28%
SPC
199
Sigma Planning Corp
Michigan
$275K -$14.4K -37 -5%
PI
200
PEAK6 Investments
Illinois
$272K -$765K -1,965 -74%
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