Boston Beer
316 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, 92 increasing their positions, 108 reducing their positions, and 31 closing their positions.
68% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 31
6% more funds holding
Funds holding: 299 → 316 (+17)
7% more call options, than puts
Call options by funds: $203M | Put options by funds: $190M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $2.75B → $2.65B (-$98M)
4.33% less ownership
Funds ownership: 82.95% → 78.62% (-4.3%)
15% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$54.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$36.5M |
| 3 |
BlackRock
New York
|
+$15.6M |
| 4 |
Man Group
London,
United Kingdom
|
+$11M |
| 5 |
Goldman Sachs
New York
|
+$7.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$55.9M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$49.9M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$48.1M |
| 4 |
Millennium Management
New York
|
-$41.3M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$15.7M |
SAM Hedge Fund Activity: Q4 2022 in Review
316 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q4 2022, worth a combined $2.65B — down 3.6% from $2.75B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new SAM positions and 31 closed out — a net gain of 21 holders — while 92 added to existing stakes and 108 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $54.9M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $55.9M.
- 316 institutional investors held Boston Beer (SAM) as of Q4 2022, up from 299 in Q3 2022.
- Funds reported $2.65B of Boston Beer stock for Q4 2022, down 3.6% quarter-over-quarter.
- 52 funds opened new Boston Beer positions in Q4 2022 and 31 closed out, a net change of +21 holders.
- The largest Boston Beer buyer in Q4 2022 was Baird Financial Group, an estimated $54.9M added.
- The largest Boston Beer seller in Q4 2022 was Manulife (Manufacturers Life Insurance), an estimated $55.9M sold.
Based on aggregated 13F filings for Q4 2022.