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National Beverage
FIZZ

Overview Fund Activity

183 hedge funds and large institutions have $1.1B invested in National Beverage in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-6
Holders Change %
-3.17%
% of All Funds
3.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
64
Reduced
58
Closed
25
Calls
$11.4M
Puts
$18.6M
Net Calls
-$7.16M
Net Calls Change
-$9.82M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.23M
2
Goldman Sachs
Goldman Sachs
New York
+$3.13M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.65M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.85M
5
BlackRock
BlackRock
New York
+$1.83M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$6.91M
2
KAM
Knightsbridge Asset Management
California
-$6.54M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$5.97M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.1M
5
Bank of America
Bank of America
North Carolina
-$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$145K – – –
Simplex Trading
127
Simplex Trading
Illinois
$118K +$71.9K +1,475 +156%
C
128
Covestor
United Kingdom
$106K +$105K +2,160 +16,615%
Group One Trading
129
Group One Trading
Illinois
$104K +$104K +2,115 New
TRCT
130
Tower Research Capital (TRC)
New York
$103K -$596K -12,185 -85%
KBC Group
131
KBC Group
Belgium
$100K +$100K +2,038 New
Fidelity Investments
132
Fidelity Investments
Massachusetts
$95K +$8.65K +178 +10%
AIP
133
Ameritas Investment Partners
Nebraska
$86K -$10.1K -207 -10%
LC
134
Lindbrook Capital
California
$74K +$584 +12 +0.8%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$72K -$6.18K -126 -8%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$66.5K – – –
PHK
137
Point72 Hong Kong
Hong Kong
$58K +$25.8K +528 +80%
Macquarie Group
138
Macquarie Group
Australia
$50K – – –
APA
139
American Portfolios Advisors
New York
$46.5K -$4.89K -100 -10%
NFSG
140
Newbridge Financial Services Group
Florida
$46K -$1.98K -40 -4%
EBA
141
Eagle Bay Advisors
New York
$45.8K -$685 -14 -1%
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$44K -$9.89K -200 -18%
SWM
143
Selective Wealth Management
Virginia
$39K – – –
SWA
144
Sutton Wealth Advisors
Florida
$32.6K – – –
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K +$12.8K +257 +84%
DA
146
Denali Advisors
California
$24K +$24K +500 New
JIR
147
James Investment Research
Ohio
$23K – – –
BC
148
Bartlett & Co
Ohio
$21K +$21K +426 New
BCWM
149
Bartlett & Co Wealth Management
Ohio
$20.8K +$20.8K +426 New
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$15K – – –
4 5
6
7 8