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National Beverage

221 hedge funds and large institutions have $965M invested in National Beverage in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.02% less ownership

Funds ownership: 24.17%24.15% (-0.02%)

4% less funds holding

Funds holding: 230221 (-9)

9% less capital invested

Capital invested by funds: $1.06B → $965M (-$97.3M)

22% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 36

47% less call options, than puts

Call options by funds: $5.13M | Put options by funds: $9.69M

Holders
221
Holders Change
-9
Holders Change %
-3.91%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
80
Reduced
66
Closed
36
Calls
$5.13M
Puts
$9.69M
Net Calls
-$4.55M
Net Calls Change
-$4.02M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$5.68M +$3.74M +80,126 +151%
UBS Group
27
UBS Group
Switzerland
$5.36M +$3.96M +84,792 +208%
PGFC
28
Peapack-Gladstone Financial Corp
New Jersey
$5.12M
Two Sigma Advisers
29
Two Sigma Advisers
New York
$4.91M +$1.23M +26,300 +30%
Principal Financial Group
30
Principal Financial Group
Iowa
$4.87M +$157K +3,352 +3%
AG
31
Algert Global
California
$4.59M +$254K +5,440 +5%
Two Sigma Investments
32
Two Sigma Investments
New York
$4.37M -$891K -19,075 -16%
Marshall Wace
33
Marshall Wace
United Kingdom
$4.31M +$4.41M +94,475 +1,462%
Stifel Financial
34
Stifel Financial
Missouri
$3.72M -$148K -3,163 -4%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$3.41M -$33.4K -716 -0.9%
Tudor Investment Corp
36
Tudor Investment Corp
Connecticut
$3.19M +$1.75M +37,376 +100%
Prudential Financial
37
Prudential Financial
New Jersey
$3.15M -$351K -7,514 -9%
Squarepoint
38
Squarepoint
New York
$2.9M +$1.36M +29,104 +75%
N
39
Nuveen
North Carolina
$2.85M -$111K -2,371 -3%
Legal & General Group
40
Legal & General Group
United Kingdom
$2.71M +$129K +2,752 +5%
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$2.68M -$3.85M -82,447 -57%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.49M +$402K +8,595 +17%
Ameriprise
43
Ameriprise
Minnesota
$2.32M -$97.7K -2,091 -4%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$2.19M
GI
45
GAMCO Investors
Connecticut
$2.18M -$23.4K -500 -1%
Teacher Retirement System of Texas
46
Teacher Retirement System of Texas
Texas
$2.18M +$1.36M +29,214 +134%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.96M
Barclays
48
Barclays
United Kingdom
$1.86M +$88.4K +1,892 +5%
VFA
49
Values First Advisors
Tennessee
$1.82M -$83.3K -1,783 -4%
ETC
50
Exchange Traded Concepts
Oklahoma
$1.69M +$75.9K +1,624 +4%

FIZZ Hedge Fund Activity: Q4 2024 in Review

221 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q4 2024, worth a combined $965M — down 9.2% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of FIZZ and 28 opened new positions — a net loss of 8 holders — while 66 trimmed existing stakes and 80 added.

The largest buyer was Marshall Wace, adding an estimated $4.41M. The largest seller was Renaissance Technologies, cutting an estimated $7.4M.

  • 221 institutional investors held National Beverage (FIZZ) as of Q4 2024, down from 230 in Q3 2024.
  • Funds reported $965M of National Beverage stock for Q4 2024, down 9.2% quarter-over-quarter.
  • 28 funds opened new National Beverage positions in Q4 2024 and 36 closed out, a net change of -8 holders.
  • The largest National Beverage buyer in Q4 2024 was Marshall Wace, an estimated $4.41M added.
  • The largest National Beverage seller in Q4 2024 was Renaissance Technologies, an estimated $7.4M sold.

Based on aggregated 13F filings for Q4 2024.