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Boston Beer
SAM

Overview Fund Activity

323 hedge funds and large institutions have $2.17B invested in Boston Beer in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 93 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
51
Increased
93
Reduced
122
Closed
49
Calls
$80.8M
Puts
$71.1M
Net Calls
+$9.67M
Net Calls Change
+$50M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$216M
2
MIIM
Mesirow Institutional Investment Management
Illinois
$16M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$35M
4
Norges Bank
Norges Bank
Norway
$32.1M
5
Man Group
Man Group
United Kingdom
$23.4M

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$0
2
Citadel Advisors
Citadel Advisors
Florida
$13.8M
3
Squarepoint
Squarepoint
New York
$6.39M
4
Barclays
Barclays
United Kingdom
$2.75M
5
Renaissance Technologies
Renaissance Technologies
New York
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
176
Investors Research Corp
Georgia
$419K – – –
Federated Hermes
177
Federated Hermes
Pennsylvania
$418K -$29.9K -98 -7%
Pacer Advisors
178
Pacer Advisors
Pennsylvania
$409K -$113K -371 -22%
Stifel Financial
179
Stifel Financial
Missouri
$391K +$44.5K +146 +13%
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
$390K -$43.6K -143 -10%
Osaic Holdings
181
Osaic Holdings
Arizona
$382K -$76.9K -252 -17%
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$356K +$69.2K +227 +24%
PGFC
183
Peapack-Gladstone Financial Corp
New Jersey
$356K – – –
CAM
184
Cresset Asset Management
Illinois
$356K +$356K +1,166 New
X
185
Xponance
Pennsylvania
$352K -$233K -763 -40%
HR
186
Howe & Rusling
New York
$347K – – –
PWM
187
Partnership Wealth Management
Maryland
$347K -$73.5K -241 -17%
HEIP
188
Hudson Edge Investment Partners
New Jersey
$342K -$130K -426 -28%
SG Americas Securities
189
SG Americas Securities
New York
$341K -$504K -1,651 -60%
BFM
190
Boothbay Fund Management
New York
$339K +$339K +1,110 New
GC
191
Gilbert & Cook
Iowa
$338K -$33.9K -111 -9%
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$336K – – –
TYCC
193
Texas Yale Capital Corp
Florida
$330K – – –
ASN
194
Advisory Services Network
Georgia
$329K +$4.88K +16 +2%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$327K -$16.8K -55 -5%
SWP
196
Semus Wealth Partners
Florida
$315K +$61K +200 +24%
VT
197
Vise Technologies
New York
$311K +$3.66K +12 +1%
SOADOR
198
State of Alaska Department of Revenue
Alaska
$310K – – –
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$304K -$33.6K -110 -10%
EP
200
Edgestream Partners
New Jersey
$301K +$301K +986 New
6 7
8
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