National Beverage
FIZZ
208 hedge funds and large institutions have $1.04B invested in National Beverage in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 20 closing their positions.
15% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 20
9% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 69
1% more funds holding
Funds holding: 206 → 208 (+2)
0.3% more ownership
Funds ownership: 23.29% → 23.59% (+0.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $1.05B → $1.04B (-$15.9M)
36% less call options, than puts
Call options by funds: $4.61M | Put options by funds: $7.21M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.97M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.65M |
| 3 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$4.62M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$4.28M |
| 5 |
Morgan Stanley
New York
|
+$3.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$8.28M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$7.18M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$5.16M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$4.14M |
| 5 |
Goldman Sachs
New York
|
-$2.72M |
FIZZ Hedge Fund Activity: Q3 2023 in Review
208 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q3 2023, worth a combined $1.04B — down 1.5% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FIZZ positions and 20 closed out — a net gain of 3 holders — while 75 added to existing stakes and 69 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $5.97M. The largest seller was First Trust Advisors, cutting an estimated $8.28M.
- 208 institutional investors held National Beverage (FIZZ) as of Q3 2023, up from 206 in Q2 2023.
- Funds reported $1.04B of National Beverage stock for Q3 2023, down 1.5% quarter-over-quarter.
- 23 funds opened new National Beverage positions in Q3 2023 and 20 closed out, a net change of +3 holders.
- The largest National Beverage buyer in Q3 2023 was Citadel Advisors, an estimated $5.97M added.
- The largest National Beverage seller in Q3 2023 was First Trust Advisors, an estimated $8.28M sold.
Based on aggregated 13F filings for Q3 2023.