National Beverage
FIZZ
99 hedge funds and large institutions have $360M invested in National Beverage in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 14 closing their positions.
153% more call options, than puts
Call options by funds: $2.67M | Put options by funds: $1.05M
100% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 14
55% more capital invested
Capital invested by funds: $233M → $360M (+$127M)
16% more funds holding
Funds holding: 85 → 99 (+14)
18% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$6.57M |
| 2 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$3.1M |
| 3 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$2.91M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.62M |
| 5 |
SCM
Sandler Capital Management
New York
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$3.86M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.29M |
| 3 |
Morgan Stanley
New York
|
-$2.13M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$1.63M |
| 5 |
Millennium Management
New York
|
-$1.59M |
FIZZ Hedge Fund Activity: Q4 2015 in Review
99 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q4 2015, worth a combined $360M — up 55% from $233M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FIZZ positions and 14 closed out — a net gain of 14 holders — while 28 added to existing stakes and 34 trimmed.
The largest buyer was Invesco, adding an estimated $6.57M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $3.86M.
- 99 institutional investors held National Beverage (FIZZ) as of Q4 2015, up from 85 in Q3 2015.
- Funds reported $360M of National Beverage stock for Q4 2015, up 55% quarter-over-quarter.
- 28 funds opened new National Beverage positions in Q4 2015 and 14 closed out, a net change of +14 holders.
- The largest National Beverage buyer in Q4 2015 was Invesco, an estimated $6.57M added.
- The largest National Beverage seller in Q4 2015 was Kayne Anderson Rudnick Investment Management, an estimated $3.86M sold.
Based on aggregated 13F filings for Q4 2015.