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Boston Beer
SAM

Overview Fund Activity

314 hedge funds and large institutions have $2.65B invested in Boston Beer in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 93 increasing their positions, 108 reducing their positions, and 31 closing their positions.

Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
52
Increased
93
Reduced
108
Closed
31
Calls
$203M
Puts
$190M
Net Calls
+$13.1M
Net Calls Change
+$99.8M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$53.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$505M
3
BlackRock
3
BlackRock
New York
$278M
4
Man Group
4
Man Group
United Kingdom
$14.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$47.2M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.51M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$1.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$408M
4
Millennium Management
4
Millennium Management
New York
$6.02M
5
EIP
5
Epoch Investment Partners
New York
$34M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$505M 1,534,018 +100,605 +7%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$408M 1,239,545 -132,519 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$296M 898,929 +12,825 +1%
BlackRock
4
BlackRock
New York
$278M 842,693 +42,887 +5%
CIP
5
Champlain Investment Partners
Vermont
$88.8M 269,600 +853 +0.3%
State Street
6
State Street
Massachusetts
$83.7M 253,867 +2,798 +1%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$53.8M 163,214 +151,393 +1,281%
Goldman Sachs
8
Goldman Sachs
New York
$47.2M 143,203 +20,941 +17%
Fisher Asset Management
9
Fisher Asset Management
Washington
$45.8M 139,013 -2,343 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$41.9M 127,079 -757 -0.6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$41.9M 127,027 +6,685 +6%
SAM
12
Southernsun Asset Management
Tennessee
$41.6M 126,253 +6,836 +6%
EIP
13
Epoch Investment Partners
New York
$34M 103,153 -43,355 -30%
Charles Schwab
14
Charles Schwab
California
$32.9M 99,756 +3,258 +3%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$30.4M 92,176 -5,642 -6%
American Century Companies
16
American Century Companies
Missouri
$27.8M 84,244 +766 +0.9%
Morgan Stanley
17
Morgan Stanley
New York
$24M 72,744 -14,410 -17%
TD Asset Management
18
TD Asset Management
Ontario, Canada
$23.1M 70,117 -11,050 -14%
Northern Trust
19
Northern Trust
Illinois
$23M 69,946 -173 -0.2%
Barclays
20
Barclays
United Kingdom
$19.4M 58,833 +6,023 +11%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$15.4M 46,684 -11,269 -19%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$15.1M 45,754 -7,062 -13%
JFL
23
Jarislowsky, Fraser Ltd
Quebec, Canada
$14.9M 45,185 -31,110 -41%
Man Group
24
Man Group
United Kingdom
$14.6M 44,365 +30,372 +217%
Principal Financial Group
25
Principal Financial Group
Iowa
$12.3M 37,259 +150 +0.4%
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