Boston Beer
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.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
54% more capital invested
Capital invested by funds: $1.64B → $2.53B (+$888M)
18% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 38
2% more funds holding
Funds holding: 246 → 252 (+6)
6% more call options, than puts
Call options by funds: $73.3M | Put options by funds: $69.1M
1.91% less ownership
Funds ownership: 98.66% → 96.75% (-1.9%)
24% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 92
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$44.3M |
| 2 |
Two Sigma Investments
New York
|
+$23.4M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$19.1M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$14.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$36M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$26.8M |
| 3 |
Millennium Management
New York
|
-$25.5M |
| 4 |
AC
Armistice Capital
New York
|
-$24.2M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$21.9M |
SAM Hedge Fund Activity: Q2 2018 in Review
252 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q2 2018, worth a combined $2.53B — up 54% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SAM positions and 38 closed out — a net gain of 7 holders — while 70 added to existing stakes and 92 trimmed.
The largest buyer was Macquarie Group, adding an estimated $44.3M. The largest seller was Bank of New York Mellon, cutting an estimated $36M.
- 252 institutional investors held Boston Beer (SAM) as of Q2 2018, up from 246 in Q1 2018.
- Funds reported $2.53B of Boston Beer stock for Q2 2018, up 54% quarter-over-quarter.
- 45 funds opened new Boston Beer positions in Q2 2018 and 38 closed out, a net change of +7 holders.
- The largest Boston Beer buyer in Q2 2018 was Macquarie Group, an estimated $44.3M added.
- The largest Boston Beer seller in Q2 2018 was Bank of New York Mellon, an estimated $36M sold.
Based on aggregated 13F filings for Q2 2018.