National Beverage
FIZZ
157 hedge funds and large institutions have $1.24B invested in National Beverage in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 61 reducing their positions, and 20 closing their positions.
31% more capital invested
Capital invested by funds: $951M → $1.24B (+$291M)
30% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 20
4% more funds holding
Funds holding: 151 → 157 (+6)
0.68% less ownership
Funds ownership: 43.67% → 42.99% (-0.68%)
9% less call options, than puts
Call options by funds: $46.2M | Put options by funds: $50.5M
18% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 61
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$29.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.4M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$11.2M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.55M |
| 5 |
CG
Clinton Group
New York
|
+$7.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Melvin Capital Management
New York
|
-$14.4M |
| 2 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$13.2M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$12.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$11.3M |
| 5 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$7.87M |
FIZZ Hedge Fund Activity: Q3 2017 in Review
157 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q3 2017, worth a combined $1.24B — up 31% from $951M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FIZZ positions and 20 closed out — a net gain of 6 holders — while 50 added to existing stakes and 61 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $29.6M. The largest seller was Melvin Capital Management, cutting an estimated $14.4M.
- 157 institutional investors held National Beverage (FIZZ) as of Q3 2017, up from 151 in Q2 2017.
- Funds reported $1.24B of National Beverage stock for Q3 2017, up 31% quarter-over-quarter.
- 26 funds opened new National Beverage positions in Q3 2017 and 20 closed out, a net change of +6 holders.
- The largest National Beverage buyer in Q3 2017 was Renaissance Technologies, an estimated $29.6M added.
- The largest National Beverage seller in Q3 2017 was Melvin Capital Management, an estimated $14.4M sold.
Based on aggregated 13F filings for Q3 2017.