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Boston Beer
SAM

Overview Fund Activity

231 hedge funds and large institutions have $1.31B invested in Boston Beer in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+7
Holders Change %
+3.13%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
44
Increased
95
Reduced
50
Closed
31
Calls
$15.9M
Puts
$25.1M
Net Calls
-$9.18M
Net Calls Change
-$14.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$162M
2
CIM
Contrarius Investment Management
Jersey
+$28.9M
3
Norges Bank
Norges Bank
Norway
+$28.9M
4
Millennium Management
Millennium Management
New York
+$17.9M
5
Morgan Stanley
Morgan Stanley
New York
+$9.93M

Top Sellers

1
TCM
Tybourne Capital Management
Hong Kong
-$111M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$60.5M
3
American Century Companies
American Century Companies
Missouri
-$12.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$10.7M
5
PIM
Perkins Investment Management
Illinois
-$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
201
Advantage Investment Management
Iowa
$28K +$4.31K +30 +18%
HNB
202
Huntington National Bank
Ohio
$27K – – –
Loomis, Sayles & Company
203
Loomis, Sayles & Company
Massachusetts
$24K +$13.4K +93 +127%
FCFS
204
First Command Financial Services
Texas
$22K – – –
FCB
205
First Command Bank
Texas
$22K – – –
CAW
206
Cornerstone Advisors (Washington)
Washington
$19K – – –
SIC
207
Salem Investment Counselors
North Carolina
$15K – – –
QT
208
Quantbot Technologies
New York
$15K +$15K +106 New
GWM
209
Geneos Wealth Management
Colorado
$14K – – –
ST
210
Smithfield Trust
Pennsylvania
$14K +$4.95K +35 +55%
SIM
211
Sonora Investment Management
Arizona
$10.8K – – –
EWM
212
Evercore Wealth Management
New York
$10K – – –
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$9K -$15K -107 -63%
ASN
214
Advisory Services Network
Georgia
$9K +$9K +61 New
FHA
215
First Horizon Advisors
Tennessee
$8K +$4.55K +37 +132%
SEI Investments
216
SEI Investments
Pennsylvania
$7K – – –
VNA
217
Valley National Advisers
Pennsylvania
$7K – – –
IUHSA
218
Itau Unibanco Holding S.A.
Brazil
$6K +$6K +40 New
BC
219
Bartlett & Co
Ohio
$5K – – –
BWM
220
Baystate Wealth Management
Massachusetts
$5K – – –
WCBA
221
Weaver C. Barksdale & Associates
Tennessee
$5K – – –
GAM
222
Gemmer Asset Management
California
$5K +$3.03K +23 +153%
TWI
223
Thomas White International
Illinois
$5K +$5K +34 New
Acadian Asset Management
224
Acadian Asset Management
Massachusetts
$5K +$5K +38 New
SPIA
225
Steward Partners Investment Advisory
New York
$5K +$5K +39 New
7 8
9
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