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National Beverage
FIZZ

Overview Fund Activity

207 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, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
75
Reduced
68
Closed
20
Calls
$4.61M
Puts
$7.21M
Net Calls
-$2.6M
Net Calls Change
-$4.25M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$5.56M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$5.27M
3
CSS
Cubist Systematic Strategies
Connecticut
+$4.3M
4
Invesco
Invesco
Georgia
+$3.99M
5
Morgan Stanley
Morgan Stanley
New York
+$3.31M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$7.72M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.69M
3
Marshall Wace
Marshall Wace
United Kingdom
-$5.16M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$3.86M
5
Goldman Sachs
Goldman Sachs
New York
-$2.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
126
Arizona State Retirement System
Arizona
$312K +$4.23K +90 +1%
Handelsbanken Fonder
127
Handelsbanken Fonder
Sweden
$305K +$10.6K +225 +4%
Acadian Asset Management
128
Acadian Asset Management
Massachusetts
$301K -$79.5K -1,692 -21%
AAS
129
Avantax Advisory Services
Texas
$292K – – –
EGM
130
Engineers Gate Manager
New York
$265K +$265K +5,640 New
Osaic Holdings
131
Osaic Holdings
Arizona
$263K +$5.36K +114 +2%
PTC
132
Petrus Trust Company
Texas
$263K – – –
WIC
133
Willis Investment Counsel
Georgia
$263K -$43.6K -927 -14%
GCP
134
GSA Capital Partners
United Kingdom
$236K +$236K +5,029 New
ZIM
135
Zacks Investment Management
Illinois
$230K -$64.9K -1,381 -22%
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$229K -$2.22K -47 -1%
Los Angeles Capital Management
137
Los Angeles Capital Management
California
$227K – – –
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$223K -$7.69M -142,267 -97%
PRC
139
Pearl River Capital
Michigan
$221K +$221K +4,694 New
DG
140
DMC Group
Alabama
$221K +$8.75K +186 +4%
LPL Financial
141
LPL Financial
California
$218K +$218K +4,642 New
WA
142
Wealth Alliance
New York
$217K -$4.89K -104 -2%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$200K +$60.8K +1,292 +44%
Point72 Asset Management
144
Point72 Asset Management
Connecticut
$195K +$195K +4,142 New
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$191K – – –
IA
146
IFP Advisors
Florida
$184K +$18.2K +388 +11%
CG
147
Cutler Group
California
$141K – – –
Fidelity Investments
148
Fidelity Investments
Massachusetts
$140K +$7.48K +159 +6%
Amundi
149
Amundi
France
$134K – – –
C
150
Covestor
United Kingdom
$123K +$14K +299 +13%
4 5
6
7 8