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Boston Beer
SAM

Overview Fund Activity

252 hedge funds and large institutions have $2.53B invested in Boston Beer in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 70 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
5.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
45
Increased
70
Reduced
92
Closed
38
Calls
$73.3M
Puts
$69.1M
Net Calls
+$4.22M
Net Calls Change
-$1.24M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$54.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$39.4M
3
AL
3
AJO LP
Pennsylvania
$23.5M
4
JIM
4
Jupiter Investment Management
United Kingdom
$38.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$258M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$86.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$358K
3
Millennium Management
3
Millennium Management
New York
$9.63M
4
CIP
4
Champlain Investment Partners
Vermont
$51.2M
5
AC
5
Armistice Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
201
Advisor Group
Arizona
$169K -$44.8K -150 -21%
IA
202
IFP Advisors
Florida
$164K – – –
TRCT
203
Tower Research Capital (TRC)
New York
$159K -$275K -919 -63%
RFC
204
Regions Financial Corp
Alabama
$150K – – –
LIA
205
LS Investment Advisors
Michigan
$146K +$6.31K +21 +5%
Ohio Public Employees Retirement System (OPERS)
206
Ohio Public Employees Retirement System (OPERS)
Ohio
$120K -$5.4K -18 -4%
GBBWRPM
207
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$120K – – –
HSA
208
Hussman Strategic Advisors
Maryland
$120K – – –
AF
209
Allworth Financial
California
$120K +$597 +2 +0.5%
US Bancorp
210
US Bancorp
Minnesota
$110K -$17.9K -60 -14%
QI
211
QS Investors
New York
$103K – – –
PCIA
212
Prime Capital Investment Advisors
Kansas
$90K – – –
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$88K +$24.8K +83 +39%
MWM
214
MinichMacGregor Wealth Management
New York
$77K – – –
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$72K – – –
ASN
216
Advisory Services Network
Georgia
$46K -$21K -67 -31%
FCB
217
First Command Bank
Texas
$46K – – –
FCFS
218
First Command Financial Services
Texas
$46K – – –
EWM
219
Endurance Wealth Management
Rhode Island
$45K – – –
VFA
220
Valeo Financial Advisors
Indiana
$45K – – –
PIA
221
Piedmont Investment Advisors
North Carolina
$44K +$44K +146 New
FHA
222
Flagship Harbor Advisors
Massachusetts
$44K +$44K +147 New
Loomis, Sayles & Company
223
Loomis, Sayles & Company
Massachusetts
$41K -$21.7K -73 -35%
SWM
224
SeaCrest Wealth Management
New York
$41K – – –
CCMW
225
Cypress Capital Management (Wyoming)
Wyoming
$39K +$24K +80 +160%
7 8
9
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