Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Boston Beer Inc (SAM)

329 + 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
↓ -37
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — SAM

Based on 332 hedge funds · latest filing: 2026 Q2 · 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.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
332 funds currently hold this stock — 90% of the 3.0-year high of 369 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold SAM compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 45% buying

163 buying203 selling
Last quarter: 203 funds reduced or exited vs 163 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 69 → 60 → 78 → 52. 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.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 17% new
224 out of 332 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.
💎

Buying through price weakness — shares +31%, value -14%

Value
-14%
Shares
+31%
Last quarter: funds added +31% more shares while total portfolio value only changed -14%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~52 new funds/quarter

70 → 69 → 60 → 78 → 52 new funds/Q
New funds entering each quarter: 69 → 60 → 78 → 52. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 73% veterans vs 18% newcomers

■ 73% veterans ■ 9% 1-2yr ■ 18% new
Entry-cohort mix of 344 holders: 251 (73%) are 2+ year veterans, 32 entered 1–2 years ago, and 61 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
53 of 331 holders are among the 100 largest funds by AUM, controlling 63% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 2026 Q2, 163 hedge funds were net buyers of SAM (52 opened a new position, 111 added to an existing one), while 203 reduced or exited (114 trimmed, 89 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 63% of total institutional value in SAM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -37 funds (more exits than new entries). Total institutional holders: 332.

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

-- --

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

Is It Too Late to Buy Boston Beer Inc (SAM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SAM has moved relative to its sector benchmark (XLP) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 59d ago
SAM
+4.8%
XLP
+2.9%

SAM outperformed XLP by +1.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 14d ago
SAM
-0.1%
XLP
-0.7%

Since the filing became public, SAM outperformed XLP by +0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 2 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: SAM
329 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 329 369 -10.84%
13F Shares 9M 8M 12.18%
Total Value $1.51B $1.77B -14.6%
New Positions 51 78 -27
Increased Positions 109 125 -16
Closed Positions 90 52 +38
Reduced Positions 110 91 +19
Total Calls 8 3 166.67%
Total Puts 5 3 66.67%
PUT/CALL Ratio 0.62 1.0 Bullish

Statistics: SAM

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

329 + 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 SAM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Southernsun Asset Management, LLC 3.14% 131,877 $23.3M
2 Darwins River Capital, LP 2.99% 30,820 $5.5M
3 Global Alpha Capital Management Ltd. 2.84% 267,567 $47.4M
4 Eschler Asset Management LLP 1.45% 4,600 $814K
5 Southeastern Asset Management Inc/Tn/ 1.35% 146,043 $25.9M
6 Savoir Faire Capital Management, L.P. 1.31% 11,897 $2.1M
7 Odyssean, LLC 0.47% 16,344 $2.9M
8 Prescott General Partners LLC 0.41% 45,000 $8.0M
9 BCGM Wealth Management, LLC 0.38% 10,247 $1.8M
10 denkapparat Operations GmbH 0.32% 5,616 $994K
11 Dark Forest Capital Management LP 0.30% 26,691 $4.7M
12 Crawford Fund Management, LLC 0.25% 9,200 $1.6M
13 Gagnon Securities LLC 0.25% 7,283 $1.3M
14 Bayforest Capital Ltd 0.25% 1,505 $266K
15 Diversified Investment Strategies, LLC 0.24% 2,085 $369K
16 Wernau Asset Management Inc. 0.23% 2,500 $443K
17 Oak Thistle LLC 0.20% 11,934 $2.1M
18 WINTON GROUP Ltd 0.19% 33,018 $5.8M
19 Edgestream Partners, L.P. 0.17% 32,914 $5.8M
20 RHS Financial, LLC 0.14% 1,947 $345K
21 1620 Investment Advisors, INC. 0.13% 1,217 $215K
22 Numerai GP LLC 0.13% 8,867 $1.6M
23 Sage Private Wealth Group, LLC 0.13% 1,589 $281K
24 CenterBook Partners LP 0.12% 13,820 $2.4M
25 Jump Financial, LLC 0.12% 37,036 $8.8M
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?

More sellers than buyers — 45% buying: Last quarter: 203 funds reduced or exited vs 163 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SAM holders?

Elite ownership — 63% AUM from top-100 funds: 53 of 331 holders are among the 100 largest funds by AUM, controlling 63% 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?

67% of holders stayed for 2+ years: 224 out of 332 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.

Is it too late to buy Boston Beer Inc (SAM) following the 2026 Q2 hedge fund 13F filings?

As of today, SAM has moved -0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the XLP sector ETF — an outperformance of +0.6%. Since the quarter end (June 30, 2026), SAM has gained +4.8% vs +2.9% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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