National Beverage
FIZZ
163 hedge funds and large institutions have $730M invested in National Beverage in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 36 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6% more capital invested
Capital invested by funds: $690M → $730M (+$40.7M)
4.36% more ownership
Funds ownership: 66.25% → 70.61% (+4.4%)
1% more funds holding
Funds holding: 161 → 163 (+2)
8% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 36
6% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 50
80% less call options, than puts
Call options by funds: $15.4M | Put options by funds: $76.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$40.9M |
| 2 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$15.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$12M |
| 4 |
Renaissance Technologies
New York
|
+$8.5M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$8.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$13.5M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$12.9M |
| 3 |
Morgan Stanley
New York
|
-$9.56M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$8.19M |
| 5 |
Two Sigma Investments
New York
|
-$7.22M |
FIZZ Hedge Fund Activity: Q3 2019 in Review
163 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q3 2019, worth a combined $730M — up 5.9% from $690M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new FIZZ positions and 36 closed out — a net gain of 3 holders — while 47 added to existing stakes and 50 trimmed.
The largest buyer was BlackRock, adding an estimated $40.9M. The largest seller was Prudential Financial, cutting an estimated $13.5M.
- 163 institutional investors held National Beverage (FIZZ) as of Q3 2019, up from 161 in Q2 2019.
- Funds reported $730M of National Beverage stock for Q3 2019, up 5.9% quarter-over-quarter.
- 39 funds opened new National Beverage positions in Q3 2019 and 36 closed out, a net change of +3 holders.
- The largest National Beverage buyer in Q3 2019 was BlackRock, an estimated $40.9M added.
- The largest National Beverage seller in Q3 2019 was Prudential Financial, an estimated $13.5M sold.
Based on aggregated 13F filings for Q3 2019.