National Beverage
FIZZ
106 hedge funds and large institutions have $316M invested in National Beverage in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 16 closing their positions.
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
33% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 30
25% more call options, than puts
Call options by funds: $2.76M | Put options by funds: $2.2M
7% more funds holding
Funds holding: 99 → 106 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less capital invested
Capital invested by funds: $360M → $316M (-$43.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.23M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$3.58M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.38M |
| 4 |
AI
Analytic Investors
Los Angeles,
California
|
+$2.85M |
| 5 |
BGA
Belmont Global Advisors
Dallas,
Texas
|
+$2.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$16.5M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$9.88M |
| 3 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$5.95M |
| 4 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$3.4M |
| 5 |
Morgan Stanley
New York
|
-$2.79M |
FIZZ Hedge Fund Activity: Q1 2016 in Review
106 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q1 2016, worth a combined $316M — down 12% from $360M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FIZZ positions and 16 closed out — a net gain of 9 holders — while 40 added to existing stakes and 30 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $4.23M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $16.5M.
- 106 institutional investors held National Beverage (FIZZ) as of Q1 2016, up from 99 in Q4 2015.
- Funds reported $316M of National Beverage stock for Q1 2016, down 12% quarter-over-quarter.
- 25 funds opened new National Beverage positions in Q1 2016 and 16 closed out, a net change of +9 holders.
- The largest National Beverage buyer in Q1 2016 was Arrowstreet Capital, an estimated $4.23M added.
- The largest National Beverage seller in Q1 2016 was Kayne Anderson Rudnick Investment Management, an estimated $16.5M sold.
Based on aggregated 13F filings for Q1 2016.