National Beverage
FIZZ
85 hedge funds and large institutions have $233M invested in National Beverage in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 7 closing their positions.
565% more call options, than puts
Call options by funds: $525K | Put options by funds: $79K
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
36% more capital invested
Capital invested by funds: $171M → $233M (+$61.3M)
23% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 26
10% more funds holding
Funds holding: 77 → 85 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.63M |
| 2 |
Millennium Management
New York
|
+$889K |
| 3 |
JGC
J. Goldman & Co
New York
|
+$754K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$637K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$493K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.07M |
| 2 |
GAM
Gotham Asset Management
New York
|
-$1.07M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$675K |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$486K |
| 5 |
Bank of New York Mellon
New York
|
-$453K |
FIZZ Hedge Fund Activity: Q3 2015 in Review
85 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q3 2015, worth a combined $233M — up 36% from $171M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FIZZ positions and 7 closed out — a net gain of 8 holders — while 32 added to existing stakes and 26 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.63M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $1.07M sold.
- 85 institutional investors held National Beverage (FIZZ) as of Q3 2015, up from 77 in Q2 2015.
- Funds reported $233M of National Beverage stock for Q3 2015, up 36% quarter-over-quarter.
- 15 funds opened new National Beverage positions in Q3 2015 and 7 closed out, a net change of +8 holders.
- The largest National Beverage buyer in Q3 2015 was Morgan Stanley, an estimated $1.63M added.
- The largest National Beverage seller in Q3 2015 was Raymond James & Associates, an estimated $1.07M sold.
Based on aggregated 13F filings for Q3 2015.