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Boston Beer
SAM

Overview Fund Activity

224 hedge funds and large institutions have $1.5B invested in Boston Beer in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 60 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+15
Holders Change %
+7.18%
% of All Funds
5.61%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
41
Increased
60
Reduced
78
Closed
23
Calls
$26.8M
Puts
$21.3M
Net Calls
+$5.49M
Net Calls Change
+$14.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$137M
2
RP
2
Regal Partners
Australia
$23.3M
3
American Century Companies
3
American Century Companies
Missouri
$63.3M
4
BA
4
BlackRock Advisors
Delaware
$22M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$10.7M

Top Sellers

1
TCM
1
Tybourne Capital Management
Hong Kong
$111M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$12.5M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$33.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
201
Cornerstone Advisors (Washington)
Washington
$23K – – –
PRS
202
Pinkerton Retirement Specialists
Idaho
$20K +$6.22K +37 +45%
GWM
203
Geneos Wealth Management
Colorado
$17K – – –
SIC
204
Salem Investment Counselors
North Carolina
$17K – – –
SIM
205
Sonora Investment Management
Arizona
$12.7K – – –
EWM
206
Evercore Wealth Management
New York
$12K -$23K -134 -66%
Loomis, Sayles & Company
207
Loomis, Sayles & Company
Massachusetts
$12K +$12K +73 New
ST
208
Smithfield Trust
Pennsylvania
$11K +$11K +64 New
FNBT
209
FineMark National Bank & Trust
Florida
$10K – – –
VNA
210
Valley National Advisers
Pennsylvania
$9K -$1.06K -6 -11%
SEI Investments
211
SEI Investments
Pennsylvania
$9K – – –
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
BC
213
Bartlett & Co
Ohio
$6K – – –
WCBA
214
Weaver C. Barksdale & Associates
Tennessee
$6K +$909 +5 +18%
BWM
215
Baystate Wealth Management
Massachusetts
$6K +$6K +33 New
PAM
216
Panagora Asset Management
Massachusetts
$5K – – –
WC
217
Whitnell & Co
Illinois
$5K +$5K +30 New
FHA
218
First Horizon Advisors
Tennessee
$4K – – –
GAM
219
Gemmer Asset Management
California
$3K -$1K -5 -25%
FANJ
220
Financial Architects (New Jersey)
New Jersey
$3K – – –
SFG
221
SevenBridge Financial Group
Pennsylvania
$2K – – –
TDC
222
Thompson Davis & Co
Virginia
$2K – – –
TSW
223
Thompson Siegel & Walmsley
Virginia
$2K +$2K +13 New
QI
224
QS Investors
New York
$1K – – –
IWM
225
IHT Wealth Management
Illinois
$1K +$1K +4 New
6 7 8
9
10