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Boston Beer
SAM

Overview Fund Activity

370 hedge funds and large institutions have $4.13B invested in Boston Beer in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 118 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-80
Holders Change %
-17.78%
% of All Funds
6.5%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
57
Increased
125
Reduced
118
Closed
132
Calls
$507M
Puts
$621M
Net Calls
-$113M
Net Calls Change
-$60.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$756M
2
CIP
2
Champlain Investment Partners
Vermont
$114M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$85.7M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$73.6M

Top Sellers

1
AM
1
Atreides Management
Massachusetts
$0
2
BlackRock
2
BlackRock
New York
$499M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$17.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$17M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
201
Cambridge Investment Research Advisors
Iowa
$533K +$104K +203 +24%
Prudential Financial
202
Prudential Financial
New Jersey
$525K -$359K -694 -41%
NAM
203
Nissay Asset Management
Japan
$515K +$17.8K +35 +4%
KPWS
204
Kestra Private Wealth Services
Texas
$494K +$278K +545 +128%
EAM
205
Eukles Asset Management
Ohio
$484K -$142K -279 -23%
LCM
206
Logan Capital Management
Pennsylvania
$483K -$1.41M -2,763 -74%
CCM
207
Conway Capital Management
California
$480K -$130K -255 -21%
Victory Capital Management
208
Victory Capital Management
Texas
$478K -$26.8M -52,583 -98%
DT
209
Diversified Trust
Tennessee
$472K +$472K +925 New
GT
210
Greenleaf Trust
Michigan
$460K -$19.4K -38 -4%
CAM
211
Congress Asset Management
Massachusetts
$459K -$340K -666 -43%
AAM
212
Aureus Asset Management
Massachusetts
$459K +$459K +900 New
MYAM
213
Meiji Yasuda Asset Management
Japan
$454K – – –
SAM
214
Securian Asset Management
Minnesota
$451K – – –
VanEck Associates
215
VanEck Associates
New York
$448K +$38.2K +75 +9%
ETC
216
Exchange Traded Concepts
Oklahoma
$442K +$173K +340 +64%
Macquarie Group
217
Macquarie Group
Australia
$438K -$77.2M -151,572 -99%
CP
218
Cumberland Partners
Ontario, Canada
$433K +$433K +850 New
AAM
219
Advisors Asset Management
Colorado
$431K +$37.2K +73 +9%
BAM
220
Blueshift Asset Management
New Jersey
$423K -$468K -918 -53%
JWM
221
JGP Wealth Management
Oregon
$420K +$213K +418 +103%
AIMCA
222
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$408K – – –
LFM
223
Lumina Fund Management
New York
$408K +$408K +800 New
TCWM
224
Total Clarity Wealth Management
Illinois
$381K +$17.3K +34 +5%
DAS
225
Dynamic Advisor Solutions
Arizona
$368K +$368K +721 New
7 8
9
10 11