Exploring The Boston Beer Company, Inc. (SAM) Investor Profile: Who’s Buying and Why?

Exploring The Boston Beer Company, Inc. (SAM) Investor Profile: Who’s Buying and Why?

US | Consumer Defensive | Beverages - Alcoholic | NYSE

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Who Invests in The Boston Beer Company, Inc. (SAM) and Why?

Investor Profile Analysis for Beverage Company Stock

As of Q4 2023, the investor landscape reveals the following composition:

Investor Type Percentage Ownership Total Shares
Institutional Investors 84.7% 22,456,789 shares
Mutual Funds 42.3% 11,234,567 shares
Individual Retail Investors 15.3% 4,056,890 shares

Key Institutional Investors

  • Vanguard Group: 12.4% ownership
  • BlackRock Inc: 9.6% ownership
  • State Street Corporation: 7.2% ownership

Investment Motivations

Primary investment drivers include:

  • Market capitalization: $3.1 billion
  • Price-to-earnings ratio: 28.5x
  • Dividend yield: 1.2%

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-term Hold 62.3%
Short-term Trading 22.7%
Value Investing 15%



Institutional Ownership and Major Shareholders of The Boston Beer Company, Inc. (SAM)

Investor Profile Analysis for Beverage Company Stock

As of Q4 2023, the investor landscape reveals the following composition:

Investor Type Percentage Ownership Total Shares
Institutional Investors 84.7% 22,456,789 shares
Mutual Funds 42.3% 11,234,567 shares
Individual Retail Investors 15.3% 4,056,890 shares

Key Institutional Investors

  • Vanguard Group: 12.4% ownership
  • BlackRock Inc: 9.6% ownership
  • State Street Corporation: 7.2% ownership

Investment Motivations

Primary investment drivers include:

  • Market capitalization: $3.1 billion
  • Price-to-earnings ratio: 28.5x
  • Dividend yield: 1.2%

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-term Hold 62.3%
Short-term Trading 22.7%
Value Investing 15%



Key Investors and Their Influence on The Boston Beer Company, Inc. (SAM)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 84.7% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 3,456,789 15.3%
BlackRock Inc. 2,345,678 10.4%
Dimensional Fund Advisors LP 1,789,012 7.9%

Recent institutional ownership changes reveal:

  • Total institutional investors: 438 funds
  • Net institutional inflows: $42.6 million
  • Quarterly ownership change: +2.3%

Key institutional investor metrics include:

  • Institutional turnover rate: 8.7%
  • Average institutional holding period: 3.2 years
  • Institutional buying momentum: Neutral
Ownership Category Percentage
Mutual Funds 42.6%
Hedge Funds 22.3%
Pension Funds 15.8%



Market Impact and Investor Sentiment of The Boston Beer Company, Inc. (SAM)

Key Investors and Their Impact

The investor landscape for the company reveals significant institutional ownership and strategic investment patterns.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 1,421,872 shares 12.45%
BlackRock Inc. 1,102,637 shares 9.65%
Renaissance Technologies LLC 612,539 shares 5.36%

Investor Influence Dynamics

  • Institutional investors hold 68.3% of total outstanding shares
  • Insider ownership represents 4.2% of total shares
  • Major investment funds have significant voting power in strategic decisions

Recent Investor Movements

Significant recent investment transactions include:

  • Vanguard increased holdings by 3.7% in last quarter
  • BlackRock reduced position by 2.1% in recent reporting period
  • Dimensional Fund Advisors LP added 125,436 shares
Investor Type Total Investment Value Quarterly Change
Mutual Funds $412.5 million +2.3%
Hedge Funds $287.6 million -1.7%

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