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Boston Beer
SAM

Overview Fund Activity

180 hedge funds and large institutions have $1.89B invested in Boston Beer in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
65
Reduced
62
Closed
23
Calls
$18.5M
Puts
$13.1M
Net Calls
+$5.47M
Net Calls Change
+$38M

Top Buyers

1
KCM
Kornitzer Capital Management
Kansas
$107M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$37M
3
Renaissance Technologies
Renaissance Technologies
New York
$39.6M
4
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$27.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$30M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$10.7M
2
WRF
Waddell & Reed Financial
Kansas
$0
3
Fisher Asset Management
Fisher Asset Management
Washington
$81.1M
4
Franklin Resources
Franklin Resources
California
$101M
5
Invesco
Invesco
Georgia
$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
201
Advisory Services Network
Georgia
– -$15K -60 Closed
Envestnet Asset Management
202
Envestnet Asset Management
Illinois
– -$10K -41 Closed
CIM
203
CenturyLink Investment Management
Colorado
– -$4K -16 Closed
BFEC
204
Benjamin F. Edwards & Company
Missouri
– -$3K -13 Closed
5 6 7 8
9