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Boston Beer
SAM

Overview Fund Activity

320 hedge funds and large institutions have $3.04B invested in Boston Beer in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 89 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
57
Increased
89
Reduced
111
Closed
26
Calls
$112M
Puts
$176M
Net Calls
-$64.7M
Net Calls Change
-$10.1M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$73.6M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$29.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$26.3M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$44.4M
5
Squarepoint
5
Squarepoint
New York
$14M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$359M
2
CCM
2
Candlestick Capital Management
Connecticut
$0
3
Ameriprise
3
Ameriprise
Minnesota
$7.5M
4
Man Group
4
Man Group
United Kingdom
$16.8M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
201
TRUADVICE
Florida
$294K -$540K -1,604 -65%
RJFSA
202
Raymond James Financial Services Advisors
Florida
$293K -$53K -136 -15%
TI
203
Tidal Investments
Wisconsin
$291K -$46.4K -119 -14%
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$290K +$290K +745 New
DWM
205
Dakota Wealth Management
Florida
$273K +$273K +702 New
MSRPS
206
Maryland State Retirement & Pension System
Maryland
$265K – – –
National Bank of Canada
207
National Bank of Canada
Quebec, Canada
$259K +$44.1K +113 +21%
Franklin Resources
208
Franklin Resources
California
$258K -$3.9K -10 -1%
ASN
209
Advisory Services Network
Georgia
$258K +$258K +663 New
TSS
210
Two Sigma Securities
New York
$247K -$49.9K -128 -17%
VPIM
211
Vanguard Personalized Indexing Management
California
$245K +$245K +629 New
CIBC World Market
212
CIBC World Market
Ontario, Canada
$238K +$238K +611 New
PAG
213
Private Advisor Group
New Jersey
$236K +$236K +607 New
CB
214
CNB Bank
Pennsylvania
$236K +$71.3K +183 +43%
SFG
215
Sovereign Financial Group
Connecticut
$234K +$234K +600 New
MWM
216
Mission Wealth Management
California
$227K +$227K +583 New
CP
217
Camelot Portfolios
Ohio
$226K -$195K -500 -46%
Envestnet Portfolio Solutions
218
Envestnet Portfolio Solutions
Illinois
$224K +$224K +576 New
C
219
Certuity
Florida
$222K +$222K +569 New
AWS
220
Atria Wealth Solutions
New York
$218K +$218K +559 New
TFS
221
Thoroughbred Financial Services
Tennessee
$217K +$217K +559 New
MWM
222
Merriman Wealth Management
Washington
$216K +$216K +555 New
SPC
223
Sigma Planning Corp
Michigan
$215K +$215K +552 New
FNBSF
224
First National Bank Sioux Falls
South Dakota
$212K +$212K +545 New
ONB
225
Old National Bancorp
Indiana
$210K +$210K +540 New
7 8
9
10 11