National Beverage
FIZZ
210 hedge funds and large institutions have $1.14B invested in National Beverage in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 23 closing their positions.
22% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 23
10% more capital invested
Capital invested by funds: $1.04B → $1.14B (+$101M)
1% more funds holding
Funds holding: 208 → 210 (+2)
0.88% more ownership
Funds ownership: 23.59% → 24.47% (+0.88%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 76
69% less call options, than puts
Call options by funds: $7.63M | Put options by funds: $24.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$27.1M |
| 2 |
BlackRock
New York
|
+$18.9M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$3.22M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
+$3.08M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$4.66M |
| 2 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$4.56M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$4.04M |
| 4 |
Millennium Management
New York
|
-$2.52M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$1.82M |
FIZZ Hedge Fund Activity: Q4 2023 in Review
210 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q4 2023, worth a combined $1.14B — up 9.7% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FIZZ positions and 23 closed out — a net gain of 5 holders — while 65 added to existing stakes and 76 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $27.1M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $4.66M.
- 210 institutional investors held National Beverage (FIZZ) as of Q4 2023, up from 208 in Q3 2023.
- Funds reported $1.14B of National Beverage stock for Q4 2023, up 9.7% quarter-over-quarter.
- 28 funds opened new National Beverage positions in Q4 2023 and 23 closed out, a net change of +5 holders.
- The largest National Beverage buyer in Q4 2023 was Morgan Stanley, an estimated $27.1M added.
- The largest National Beverage seller in Q4 2023 was Kayne Anderson Rudnick Investment Management, an estimated $4.66M sold.
Based on aggregated 13F filings for Q4 2023.