Boston Beer
303 hedge funds and large institutions have $2.66B invested in Boston Beer in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 103 reducing their positions, and 51 closing their positions.
0% more capital invested
Capital invested by funds: $2.65B → $2.66B (+$8.37M)
0.2% more ownership
Funds ownership: 78.62% → 78.82% (+0.2%)
10% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 103
4% less funds holding
Funds holding: 316 → 303 (-13)
22% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 51
26% less call options, than puts
Call options by funds: $107M | Put options by funds: $144M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$62.8M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$37.3M |
| 3 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
+$36.1M |
| 4 |
Holocene Advisors
New York
|
+$21.8M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$36.9M |
| 2 |
Goldman Sachs
New York
|
-$34.5M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$27.1M |
| 4 |
Man Group
London,
United Kingdom
|
-$15.3M |
| 5 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$14.9M |
SAM Hedge Fund Activity: Q1 2023 in Review
303 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q1 2023, worth a combined $2.66B — up 0.32% from $2.65B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of SAM and 40 opened new positions — a net loss of 11 holders — while 103 trimmed existing stakes and 93 added.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $62.8M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $36.9M.
- 303 institutional investors held Boston Beer (SAM) as of Q1 2023, down from 316 in Q4 2022.
- Funds reported $2.66B of Boston Beer stock for Q1 2023, up 0.32% quarter-over-quarter.
- 40 funds opened new Boston Beer positions in Q1 2023 and 51 closed out, a net change of -11 holders.
- The largest Boston Beer buyer in Q1 2023 was Point72 Asset Management, an estimated $62.8M added.
- The largest Boston Beer seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $36.9M sold.
Based on aggregated 13F filings for Q1 2023.