Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BOSTON BEER INC (SAM)

336 + Investors. Track Smart Money conviction in SAM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
38%

Smart Money Signals — SAM

Based on 342 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SAM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
342 hedge funds hold SAM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SAM is almost the same as a year ago (+1 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 38% buying

139 buying223 selling
Last quarter: 223 funds sold vs only 139 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 51 → 68 → 69 → 60. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 18% new
222 out of 342 hedge funds have held SAM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~60 new funds/quarter

53 → 51 → 68 → 69 → 60 new funds/Q
New funds entering each quarter: 51 → 68 → 69 → 60. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Of 353 current holders: 253 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
51 of 342 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in SAM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SAM

In 2025 Q4, 139 hedge funds were net buyers of SAM (60 opened a new position, 79 added to an existing one), while 223 reduced or exited (154 trimmed, 69 sold completely) — a 38% buyer ratio, indicating net institutional distribution. 60% of total institutional value in SAM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 342.

Hedge Fund Ownership: SAM

How many hedge funds hold SAM — quarterly history vs. share price
Quarterly hedge fund ownership of SAM vs. share price

Market Analysis: SAM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SAM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

49 top-rated funds 1 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: SAM
2026 Q1 Stats Unlock in 1 days 336 + Investors

Track Smart Money conviction in SAM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 336 345 -2.61%
13F Shares 8M 8M -6.09%
Total Value $1.48B $1.71B -13.61%
New Positions 59 64 -5
Increased Positions 88 126 -38
Closed Positions 68 58 +10
Reduced Positions 167 135 +32
Total Calls 7 9 -22.22%
Total Puts 6 7 -14.29%
PUT/CALL Ratio 0.86 0.78 Neutral

Statistics: SAM

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

336 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SAM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of SAM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Woodson Capital Management, LP 3.26% 90,000 $20.7M
2 SOUTHERNSUN ASSET MANAGEMENT, LLC 2.50% 74,816 $17.2M
3 Savoir Faire Capital Management, L.P. 2.11% 15,137 $3.5M
4 Global Alpha Capital Management Ltd. 2.04% 147,525 $34.0M
5 Crawford Fund Management, LLC 1.75% 39,381 $9.1M
6 SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 1.34% 118,401 $27.3M
7 Quantedge Capital Pte Ltd 1.31% 10,400 $2.4M
8 Eschler Asset Management LLP 1.06% 4,600 $1.1M
9 Prescott General Partners LLC 0.76% 45,000 $10.4M
10 BCGM Wealth Management, LLC 0.58% 9,944 $2.3M
11 Odyssean, LLC 0.54% 6,477 $1.5M
12 denkapparat Operations GmbH 0.54% 5,616 $1.3M
13 Wernau Asset Management Inc. 0.40% 2,500 $576K
14 GAGNON SECURITIES LLC 0.39% 7,239 $1.7M
15 Cardinal Capital Management 0.34% 11,384 $2.6M
16 Diversified Investment Strategies, LLC 0.31% 2,085 $480K
17 WINTON GROUP Ltd 0.26% 32,659 $7.5M
18 Perbak Capital Partners LLP 0.25% 4,365 $1.0M
19 Oak Thistle LLC 0.24% 10,683 $2.5M
20 1620 INVESTMENT ADVISORS, INC. 0.23% 1,469 $338K
21 RHS Financial, LLC 0.21% 1,961 $452K
22 iSAM Funds (UK) Ltd 0.20% 1,776 $409K
23 Camelot Portfolios, LLC 0.15% 900 $207K
24 SAGE PRIVATE WEALTH GROUP, LLC 0.14% 1,237 $285K
25 ICON ADVISERS INC/CO 0.13% 2,520 $581K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BOSTON BEER INC (SAM)

What does the Smart Money Trend signal show for SAM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SAM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SAM?

Heavy selling pressure — only 38% buying: Last quarter: 223 funds sold vs only 139 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for SAM holders?

Elite ownership — 60% AUM from top-100 funds: 51 of 342 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in SAM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SAM?

65% of holders stayed for 2+ years: 222 out of 342 hedge funds have held SAM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.