National Beverage
FIZZ
125 hedge funds and large institutions have $495M invested in National Beverage in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 14 closing their positions.
143% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 14
92% more call options, than puts
Call options by funds: $8.75M | Put options by funds: $4.56M
57% more capital invested
Capital invested by funds: $316M → $495M (+$179M)
18% more funds holding
Funds holding: 106 → 125 (+19)
14% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 36
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$10.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.42M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.59M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
+$2.61M |
| 5 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$6.99M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$6.25M |
| 3 |
BGA
Belmont Global Advisors
Dallas,
Texas
|
-$2.81M |
| 4 |
SCM
Sandler Capital Management
New York
|
-$2.8M |
| 5 |
JGC
J. Goldman & Co
New York
|
-$2.59M |
FIZZ Hedge Fund Activity: Q2 2016 in Review
125 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q2 2016, worth a combined $495M — up 57% from $316M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new FIZZ positions and 14 closed out — a net gain of 20 holders — while 41 added to existing stakes and 36 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $10.3M. The largest seller was Acadian Asset Management, cutting an estimated $6.99M.
- 125 institutional investors held National Beverage (FIZZ) as of Q2 2016, up from 106 in Q1 2016.
- Funds reported $495M of National Beverage stock for Q2 2016, up 57% quarter-over-quarter.
- 34 funds opened new National Beverage positions in Q2 2016 and 14 closed out, a net change of +20 holders.
- The largest National Beverage buyer in Q2 2016 was Credit Suisse, an estimated $10.3M added.
- The largest National Beverage seller in Q2 2016 was Acadian Asset Management, an estimated $6.99M sold.
Based on aggregated 13F filings for Q2 2016.