Boston Beer
332 hedge funds and large institutions have $2.04B invested in Boston Beer in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 120 reducing their positions, and 45 closing their positions.
18% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 45
2% more funds holding
Funds holding: 325 → 332 (+7)
1.18% more ownership
Funds ownership: 71.81% → 73% (+1.2%)
6% less call options, than puts
Call options by funds: $43.2M | Put options by funds: $45.8M
6% less capital invested
Capital invested by funds: $2.17B → $2.04B (-$131M)
30% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 120
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$67.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.9M |
| 3 |
Millennium Management
New York
|
+$14.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$10.4M |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$9.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$57.6M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$57.5M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$22.4M |
| 4 |
Man Group
London,
United Kingdom
|
-$18.3M |
| 5 |
BlackRock
New York
|
-$14.5M |
SAM Hedge Fund Activity: Q3 2024 in Review
332 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q3 2024, worth a combined $2.04B — down 6% from $2.17B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SAM positions and 45 closed out — a net gain of 8 holders — while 84 added to existing stakes and 120 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $67.7M. The largest seller was Fidelity Investments, cutting an estimated $57.6M.
- 332 institutional investors held Boston Beer (SAM) as of Q3 2024, up from 325 in Q2 2024.
- Funds reported $2.04B of Boston Beer stock for Q3 2024, down 6% quarter-over-quarter.
- 53 funds opened new Boston Beer positions in Q3 2024 and 45 closed out, a net change of +8 holders.
- The largest Boston Beer buyer in Q3 2024 was AQR Capital Management, an estimated $67.7M added.
- The largest Boston Beer seller in Q3 2024 was Fidelity Investments, an estimated $57.6M sold.
Based on aggregated 13F filings for Q3 2024.