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Boston Beer
SAM

Overview Fund Activity

342 hedge funds and large institutions have $2.23B invested in Boston Beer in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+14
Holders Change %
+4.27%
% of All Funds
4.55%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
53
Increased
108
Reduced
110
Closed
37
Calls
$20.8M
Puts
$34.7M
Net Calls
-$13.9M
Net Calls Change
-$11.3M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$53.9M
2
JGC
2
J. Goldman & Co
New York
$35.9M
3
CCPM
3
Cooper Creek Partners Management
New York
$25.1M
4
GACM
4
Global Alpha Capital Management
Quebec, Canada
$23.3M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$126M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
Citadel Advisors
2
Citadel Advisors
Florida
$11.3M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$5.06M
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
201
Gilbert & Cook
Iowa
$320K -$3K -10 -0.9%
TSS
202
Two Sigma Securities
New York
$312K +$312K +1,041 New
HR
203
Howe & Rusling
New York
$312K – – –
HighTower Advisors
204
HighTower Advisors
Illinois
$310K +$36.9K +123 +14%
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$300K +$20.4K +68 +7%
GVAG
206
Great Valley Advisor Group
Delaware
$297K +$37.4K +125 +14%
SOADOR
207
State of Alaska Department of Revenue
Alaska
$295K -$12K -40 -4%
CP
208
Camelot Portfolios
Ohio
$288K +$288K +960 New
HEIP
209
Hudson Edge Investment Partners
New Jersey
$274K -$137K -458 -33%
1IA
210
1620 Investment Advisors
Massachusetts
$273K +$129K +429 +89%
Walleye Trading
211
Walleye Trading
New York
$262K +$262K +875 New
AI
212
AdvisorShares Investments
Maryland
$256K – – –
KCP
213
Kera Capital Partners
California
$256K +$256K +854 New
VWM
214
Venturi Wealth Management
Texas
$251K +$100K +335 +67%
SWP
215
Semus Wealth Partners
Florida
$249K -$60K -200 -19%
Corient Private Wealth
216
Corient Private Wealth
Florida
$246K +$246K +819 New
CB
217
Commerce Bank
Missouri
$245K -$1.8K -6 -0.7%
Raymond James Financial
218
Raymond James Financial
Florida
$243K +$243K +809 New
Osaic Holdings
219
Osaic Holdings
Arizona
$237K -$55.5K -185 -19%
SPWG
220
Sage Private Wealth Group
Illinois
$236K -$8.4K -28 -3%
Allspring Global Investments
221
Allspring Global Investments
North Carolina
$233K -$251K -834 -52%
DFCM
222
Dark Forest Capital Management
Puerto Rico
$231K +$231K +771 New
CPA
223
Capital Performance Advisors
California
$226K +$82.5K +275 +58%
CL
224
Choreo LLC
Illinois
$224K +$224K +752 New
CA
225
Claro Advisors
Massachusetts
$223K -$54.9K -183 -20%
7 8
9
10 11