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Boston Beer
SAM

Overview Fund Activity

238 hedge funds and large institutions have $1.4B invested in Boston Beer in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
5.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
41
Increased
69
Reduced
84
Closed
22
Calls
$29.3M
Puts
$32M
Net Calls
-$2.69M
Net Calls Change
+$33.7M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$24.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$18.8M
3
PAM
3
Panagora Asset Management
Massachusetts
$13.9M
4
AC
4
Armistice Capital
New York
$10.9M
5
NI
5
Numeric Investors
Massachusetts
$12M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.38M
2
American Century Companies
2
American Century Companies
Missouri
$31.9M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$0
4
O
4
OppenheimerFunds
New York
$4.44M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$189K
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
201
LS Investment Advisors
Michigan
$109K -$3.13K -20 -3%
IA
202
IFP Advisors
Florida
$104K -$84.6K -541 -45%
PA
203
Parallel Advisors
California
$85K -$1.72K -10 -2%
WAM
204
Wolverine Asset Management
Illinois
$83K +$83K +532 New
US Bancorp
205
US Bancorp
Minnesota
$76K -$4.83K -31 -6%
Simplex Trading
206
Simplex Trading
Illinois
$65K -$44.2K -284 -40%
AF
207
Allworth Financial
California
$62K – – –
GBBWRPM
208
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$62K – – –
AG
209
Advisor Group
Arizona
$60K +$4.06K +26 +7%
LTFS
210
Ladenburg Thalmann Financial Services
Florida
$58K -$23.8K -151 -29%
IR
211
Invictus RG
Bermuda
$54K -$8.27K -53 -13%
QI
212
QS Investors
New York
$47K – – –
HNB
213
Huntington National Bank
Ohio
$44K – – –
MWM
214
MinichMacGregor Wealth Management
New York
$39K – – –
Loomis, Sayles & Company
215
Loomis, Sayles & Company
Massachusetts
$33K -$1.87K -12 -5%
NFG
216
Next Financial Group
Texas
$32K – – –
FCFS
217
First Command Financial Services
Texas
$24K – – –
FCB
218
First Command Bank
Texas
$24K – – –
Envestnet Asset Management
219
Envestnet Asset Management
Illinois
$17K -$230K -1,530 -93%
SIC
220
Salem Investment Counselors
North Carolina
$16K – – –
GWM
221
Geneos Wealth Management
Colorado
$16K +$154 +1 +1%
ST
222
Smithfield Trust
Pennsylvania
$15K – – –
SEI Investments
223
SEI Investments
Pennsylvania
$14K -$5.86K -36 -30%
SIM
224
Sonora Investment Management
Arizona
$11.7K – – –
EWM
225
Evercore Wealth Management
New York
$11K – – –
7 8
9
10 11