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Boston Beer
SAM

Overview Fund Activity

263 hedge funds and large institutions have $1.65B invested in Boston Beer in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 68 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+25
Holders Change %
+10.5%
% of All Funds
5.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
68
Reduced
103
Closed
27
Calls
$25.3M
Puts
$21.7M
Net Calls
+$3.69M
Net Calls Change
+$6.39M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$14.8M
2
UBS AM
2
UBS AM
Illinois
$14.9M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$39.8M
4
TA
4
Teachers Advisors
New York
$16.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.8M

Top Sellers

1
MP
1
Manikay Partners
New York
$0
2
American Century Companies
2
American Century Companies
Missouri
$7.97M
3
BlackRock
3
BlackRock
New York
$169M
4
CIP
4
Champlain Investment Partners
Vermont
$51.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
201
SG Americas Securities
New York
$199K -$73.7K -385 -27%
SAM
202
Securian Asset Management
Minnesota
$197K -$19.1K -100 -9%
LWCFA
203
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$165K -$18.7K -98 -10%
IUHSA
204
Itau Unibanco Holding S.A.
Brazil
$161K -$13.2K -69 -8%
HNB
205
Huntington National Bank
Ohio
$148K +$94K +492 +174%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$145K -$16.3K -85 -10%
AG
207
Advisor Group
Arizona
$141K +$67.5K +353 +92%
EWM
208
Endurance Wealth Management
Rhode Island
$134K +$134K +700 New
US Bancorp
209
US Bancorp
Minnesota
$110K +$17.1K +90 +18%
LIA
210
LS Investment Advisors
Michigan
$108K -$25K -131 -19%
IA
211
IFP Advisors
Florida
$105K -$22.4K -117 -18%
RFC
212
Regions Financial Corp
Alabama
$97K +$97K +505 New
PA
213
Parallel Advisors
California
$94K – – –
OWA
214
One Wealth Advisors
California
$92K +$92K +480 New
Zurich Cantonal Bank
215
Zurich Cantonal Bank
Switzerland
$82K -$358K -1,881 -81%
AF
216
Allworth Financial
California
$76K – – –
LTFS
217
Ladenburg Thalmann Financial Services
Florida
$66K -$4.81K -25 -7%
QI
218
QS Investors
New York
$57K – – –
PCIA
219
Prime Capital Investment Advisors
Kansas
$57K +$57K +300 New
MWM
220
MinichMacGregor Wealth Management
New York
$48K – – –
TRCT
221
Tower Research Capital (TRC)
New York
$46K -$172K -899 -79%
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$41K -$455K -2,362 -92%
Loomis, Sayles & Company
223
Loomis, Sayles & Company
Massachusetts
$39K -$1.73K -9 -4%
DCM
224
Delpha Capital Management
New York
$39K +$39K +203 New
VFA
225
Valeo Financial Advisors
Indiana
$31K +$31K +160 New
7 8
9
10 11