Boston Beer
324 hedge funds and large institutions have $2.17B invested in Boston Beer in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 92 increasing their positions, 124 reducing their positions, and 50 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more call options, than puts
Call options by funds: $80.8M | Put options by funds: $71.1M
2% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 50
1% less funds holding
Funds holding: 326 → 324 (-2)
2% less capital invested
Capital invested by funds: $2.22B → $2.17B (-$52.4M)
1.34% less ownership
Funds ownership: 73.15% → 71.81% (-1.3%)
26% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 124
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.2M |
| 2 |
MIIM
Mesirow Institutional Investment Management
Chicago,
Illinois
|
+$15M |
| 3 |
D.E. Shaw & Co
New York
|
+$14.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$14.2M |
| 5 |
Man Group
London,
United Kingdom
|
+$13.9M |
Top Sellers
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$51.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$14.8M |
| 3 |
Squarepoint
New York
|
-$14.6M |
| 4 |
Barclays
London,
United Kingdom
|
-$14.5M |
| 5 |
Renaissance Technologies
New York
|
-$11.5M |
SAM Hedge Fund Activity: Q2 2024 in Review
324 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q2 2024, worth a combined $2.17B — down 2.4% from $2.22B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new SAM positions and 50 closed out — a net gain of 1 holder — while 92 added to existing stakes and 124 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $33.2M. The largest seller was Baird Financial Group, exiting entirely with an estimated $51.2M sold.
- 324 institutional investors held Boston Beer (SAM) as of Q2 2024, down from 326 in Q1 2024.
- Funds reported $2.17B of Boston Beer stock for Q2 2024, down 2.4% quarter-over-quarter.
- 51 funds opened new Boston Beer positions in Q2 2024 and 50 closed out, a net change of +1 holder.
- The largest Boston Beer buyer in Q2 2024 was Fidelity Investments, an estimated $33.2M added.
- The largest Boston Beer seller in Q2 2024 was Baird Financial Group, an estimated $51.2M sold.
Based on aggregated 13F filings for Q2 2024.