National Beverage
FIZZ
194 hedge funds and large institutions have $812M invested in National Beverage in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 32 closing their positions.
41% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 32
7% more funds holding
Funds holding: 181 → 194 (+13)
0.43% more ownership
Funds ownership: 48.04% → 48.48% (+0.43%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 64
27% less call options, than puts
Call options by funds: $13.6M | Put options by funds: $18.7M
38% less capital invested
Capital invested by funds: $1.3B → $812M (-$493M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$35.3M |
| 2 |
Morgan Stanley
New York
|
+$15.1M |
| 3 |
Man Group
London,
United Kingdom
|
+$13.3M |
| 4 |
Millennium Management
New York
|
+$11.3M |
| 5 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$37.6M |
| 2 |
BTP
Bloom Tree Partners
New York
|
-$28.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$14.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$12.8M |
FIZZ Hedge Fund Activity: Q4 2018 in Review
194 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q4 2018, worth a combined $812M — down 38% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new FIZZ positions and 32 closed out — a net gain of 13 holders — while 55 added to existing stakes and 64 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $35.3M. The largest seller was Macquarie Group, cutting an estimated $37.6M.
- 194 institutional investors held National Beverage (FIZZ) as of Q4 2018, up from 181 in Q3 2018.
- Funds reported $812M of National Beverage stock for Q4 2018, down 38% quarter-over-quarter.
- 45 funds opened new National Beverage positions in Q4 2018 and 32 closed out, a net change of +13 holders.
- The largest National Beverage buyer in Q4 2018 was Renaissance Technologies, an estimated $35.3M added.
- The largest National Beverage seller in Q4 2018 was Macquarie Group, an estimated $37.6M sold.
Based on aggregated 13F filings for Q4 2018.