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National Beverage
FIZZ

Overview Fund Activity

209 hedge funds and large institutions have $1.14B invested in National Beverage in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
65
Reduced
76
Closed
23
Calls
$7.63M
Puts
$24.5M
Net Calls
-$16.9M
Net Calls Change
-$14.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28.2M
2
BlackRock
BlackRock
New York
+$19.6M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$3.34M
4
Verition Fund Management
Verition Fund Management
Connecticut
+$3.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.46M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$4.85M
2
CSS
Cubist Systematic Strategies
Connecticut
-$4.73M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.04M
4
Millennium Management
Millennium Management
New York
-$2.48M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$257K -$21.5K -432 -8%
COPPSERS
127
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$250K -$525K -10,567 -68%
ZIM
128
Zacks Investment Management
Illinois
$243K -$348 -7 -0.1%
IA
129
IFP Advisors
Florida
$243K +$47.6K +958 +24%
ECM
130
ExodusPoint Capital Management
New York
$236K -$925K -18,577 -80%
WA
131
Wealth Alliance
New York
$226K -$3.48K -70 -2%
ECM
132
Everence Capital Management
Indiana
$221K – – –
ProShare Advisors
133
ProShare Advisors
Maryland
$221K +$221K +4,443 New
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$217K +$10.4K +207 +5%
DG
135
DMC Group
Alabama
$215K -$18K -362 -8%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$211K – – –
Lido Advisors
137
Lido Advisors
California
$210K -$278K -5,589 -57%
MOACM
138
Mutual of America Capital Management
New York
$203K +$203K +4,085 New
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$199K -$3.08K -62 -2%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$180K +$32.2K +648 +22%
SG Americas Securities
141
SG Americas Securities
New York
$175K +$175K +3,525 New
Amundi
142
Amundi
France
$157K +$8.82K +176 +6%
CG
143
Cutler Group
California
$149K – – –
Allspring Global Investments
144
Allspring Global Investments
North Carolina
$147K -$559K -11,237 -79%
C
145
Covestor
United Kingdom
$140K +$9.32K +187 +7%
SWS
146
SYSTM Wealth Solutions
Illinois
$120K +$120K +2,404 New
SOW
147
State of Wyoming
Wyoming
$118K +$81.5K +1,640 +224%
AIP
148
Ameritas Investment Partners
Nebraska
$117K – – –
VIA
149
Virtus Investment Advisers
Connecticut
$104K – – –
Lazard Asset Management
150
Lazard Asset Management
New York
$93K +$93K +1,873 New
4 5
6
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