National Beverage
FIZZ
187 hedge funds and large institutions have $832M invested in National Beverage in 2019 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 20 closing their positions.
135% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 20
20% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 51
15% more funds holding
Funds holding: 163 → 187 (+24)
14% more capital invested
Capital invested by funds: $730M → $832M (+$102M)
0.53% less ownership
Funds ownership: 70.61% → 70.07% (-0.53%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
63% less call options, than puts
Call options by funds: $22.7M | Put options by funds: $61.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$31M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$17.9M |
| 3 |
YCM
Yost Capital Management
Houston,
Texas
|
+$14.2M |
| 4 |
BlackRock
New York
|
+$10.3M |
| 5 |
Citigroup
New York
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
-$22.2M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$19.7M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$17.9M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$16M |
| 5 |
Two Sigma Advisers
New York
|
-$9.85M |
FIZZ Hedge Fund Activity: Q4 2019 in Review
187 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q4 2019, worth a combined $832M — up 14% from $730M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new FIZZ positions and 20 closed out — a net gain of 27 holders — while 61 added to existing stakes and 51 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $31M. The largest seller was Woodson Capital Management, exiting entirely with an estimated $22.2M sold.
- 187 institutional investors held National Beverage (FIZZ) as of Q4 2019, up from 163 in Q3 2019.
- Funds reported $832M of National Beverage stock for Q4 2019, up 14% quarter-over-quarter.
- 47 funds opened new National Beverage positions in Q4 2019 and 20 closed out, a net change of +27 holders.
- The largest National Beverage buyer in Q4 2019 was Kayne Anderson Rudnick Investment Management, an estimated $31M added.
- The largest National Beverage seller in Q4 2019 was Woodson Capital Management, an estimated $22.2M sold.
Based on aggregated 13F filings for Q4 2019.