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Boston Beer
SAM

Overview Fund Activity

339 hedge funds and large institutions have $2.59B invested in Boston Beer in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+19
Holders Change %
+5.94%
% of All Funds
4.97%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
57
Increased
96
Reduced
110
Closed
35
Calls
$103M
Puts
$158M
Net Calls
-$54.6M
Net Calls Change
+$10.1M

Top Buyers

1
CCM
Candlestick Capital Management
Connecticut
+$43.2M
2
Morgan Stanley
Morgan Stanley
New York
+$23.6M
3
AC
Armistice Capital
New York
+$21.5M
4
First Trust Advisors
First Trust Advisors
Illinois
+$13.2M
5
Renaissance Technologies
Renaissance Technologies
New York
+$13.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$173M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$37.4M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$15.3M
4
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
-$12.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHIC
176
Pine Haven Investment Counsel
Massachusetts
$480K +$4.84K +14 +1%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$476K +$1.38K +4 +0.3%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$443K -$33.5K -97 -7%
Federated Hermes
179
Federated Hermes
Pennsylvania
$439K -$42.5K -123 -9%
BFM
180
Boothbay Fund Management
New York
$434K +$434K +1,256 New
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$431K -$20.1K -58 -4%
QT
182
Quantbot Technologies
New York
$430K +$430K +1,245 New
CIC
183
Cornercap Investment Counsel
Georgia
$429K +$429K +1,241 New
SG Americas Securities
184
SG Americas Securities
New York
$419K +$419K +1,212 New
GC
185
Gilbert & Cook
Iowa
$416K +$31.8K +92 +8%
PGFC
186
Peapack-Gladstone Financial Corp
New Jersey
$406K – – –
CB
187
Commerce Bank
Missouri
$402K +$402K +1,162 New
Prudential Financial
188
Prudential Financial
New Jersey
$397K +$7.26K +21 +2%
LAM
189
LECAP Asset Management
United Kingdom
$391K +$391K +1,132 New
RJA
190
Raymond James & Associates
Florida
$389K +$42.9K +124 +12%
IRC
191
Investors Research Corp
Georgia
$389K -$112K -325 -22%
FRM
192
Fox Run Management
Connecticut
$385K +$385K +1,114 New
Pictet Asset Management
193
Pictet Asset Management
Switzerland
$380K – – –
Stifel Financial
194
Stifel Financial
Missouri
$377K -$295K -855 -44%
SWP
195
Stratos Wealth Partners
Ohio
$375K +$66.4K +192 +22%
TYCC
196
Texas Yale Capital Corp
Florida
$374K – – –
TC
197
TwinBeech Capital
New York
$368K +$368K +1,064 New
SB
198
Simmons Bank
Arkansas
$358K -$2.02M -5,845 -85%
KWM
199
Kingsview Wealth Management
Oregon
$358K +$38.7K +112 +12%
PGIM
200
Pacific Global Investment Management
California
$356K +$21.8K +63 +7%
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