National Beverage
FIZZ
146 hedge funds and large institutions have $486M invested in National Beverage in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 31 closing their positions.
292% more call options, than puts
Call options by funds: $52.8M | Put options by funds: $13.5M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40.9% more ownership
Funds ownership: 0% → 40.9% (+41%)
6% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 31
4% more capital invested
Capital invested by funds: $467M → $486M (+$19.1M)
0% more funds holding
Funds holding: 146 → 146 (0)
0% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NM
Newtyn Management
New York
|
+$31.9M |
| 2 |
Millennium Management
New York
|
+$12.5M |
| 3 |
HT
HAP Trading
New York
|
+$4.98M |
| 4 |
SCM
Sandler Capital Management
New York
|
+$4.43M |
| 5 |
PG
PEAK6 Group
Chicago,
Illinois
|
+$3.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$20.6M |
| 2 |
BTP
Bloom Tree Partners
New York
|
-$14.1M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$14M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$12.4M |
| 5 |
JGC
J. Goldman & Co
New York
|
-$11.1M |
FIZZ Hedge Fund Activity: Q4 2016 in Review
146 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q4 2016, worth a combined $486M — up 4.1% from $467M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FIZZ positions and 31 closed out — a net gain of 2 holders — while 49 added to existing stakes and 49 trimmed.
The largest buyer was Newtyn Management, opening a new position worth an estimated $31.9M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $20.6M sold.
- 146 institutional investors held National Beverage (FIZZ) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $486M of National Beverage stock for Q4 2016, up 4.1% quarter-over-quarter.
- 33 funds opened new National Beverage positions in Q4 2016 and 31 closed out, a net change of +2 holders.
- The largest National Beverage buyer in Q4 2016 was Newtyn Management, an estimated $31.9M added.
- The largest National Beverage seller in Q4 2016 was Arrowstreet Capital, an estimated $20.6M sold.
Based on aggregated 13F filings for Q4 2016.