Boston Beer
270 hedge funds and large institutions have $3.32B invested in Boston Beer in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 75 increasing their positions, 98 reducing their positions, and 36 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
29% more capital invested
Capital invested by funds: $2.57B → $3.32B (+$749M)
28% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 36
2% more funds holding
Funds holding: 266 → 270 (+4)
0.26% more ownership
Funds ownership: 100.29% → 100.55% (+0.26%)
13% less call options, than puts
Call options by funds: $72.3M | Put options by funds: $83.1M
23% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 98
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$35.7M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$34.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$29.7M |
| 4 |
Millennium Management
New York
|
+$23.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$35.1M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
-$18.3M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$17.5M |
| 4 |
Bank of New York Mellon
New York
|
-$13.2M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$13M |
SAM Hedge Fund Activity: Q2 2019 in Review
270 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q2 2019, worth a combined $3.32B — up 29% from $2.57B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SAM positions and 36 closed out — a net gain of 10 holders — while 75 added to existing stakes and 98 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $35.7M. The largest seller was Jupiter Investment Management, cutting an estimated $35.1M.
- 270 institutional investors held Boston Beer (SAM) as of Q2 2019, up from 266 in Q1 2019.
- Funds reported $3.32B of Boston Beer stock for Q2 2019, up 29% quarter-over-quarter.
- 46 funds opened new Boston Beer positions in Q2 2019 and 36 closed out, a net change of +10 holders.
- The largest Boston Beer buyer in Q2 2019 was Renaissance Technologies, an estimated $35.7M added.
- The largest Boston Beer seller in Q2 2019 was Jupiter Investment Management, an estimated $35.1M sold.
Based on aggregated 13F filings for Q2 2019.