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National Beverage

208 hedge funds and large institutions have $1.08B invested in National Beverage in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
61
Reduced
79
Closed
30
Calls
$19.5M
Puts
$14.2M
Net Calls
+$5.37M
Net Calls Change
-$3.39M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
151
Lazard Asset Management
New York
$67K +$7.21K +160 +12%
APA
152
American Portfolios Advisors
New York
$64.1K -$3.4K -75 -5%
LC
153
Lindbrook Capital
California
$54K
Macquarie Group
154
Macquarie Group
Australia
$46K +$13.6K +301 +42%
C
155
Covestor
United Kingdom
$46K +$46K +1,021 New
EBA
156
Eagle Bay Advisors
New York
$41K
EVM
157
Eaton Vance Management
Massachusetts
$37K +$2.24K +49 +6%
SWM
158
Selective Wealth Management
Virginia
$36K
TRCT
159
Tower Research Capital (TRC)
New York
$35K +$7.08K +155 +25%
FAG
160
Fortitude Advisory Group
Washington
$31K +$31K +691 New
SWA
161
Sutton Wealth Advisors
Florida
$30.1K +$272 +6 +0.9%
ACM
162
Aquatic Capital Management
Illinois
$27K +$27K +600 New
SCA
163
Snowden Capital Advisors
New York
$24K +$24K +536 New
Acadian Asset Management
164
Acadian Asset Management
Massachusetts
$21K -$90.9K -2,022 -81%
JIR
165
James Investment Research
Ohio
$21K -$271 -6 -1%
SWM
166
Spire Wealth Management
Virginia
$19K +$19K +423 New
SFM
167
Signet Financial Management
New Jersey
$19K +$19K +430 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$16K -$7.02K -158 -31%
VCM
169
Vigilant Capital Management
Maine
$16K
CWC
170
Carolinas Wealth Consulting
North Carolina
$12K
CA
171
Clearstead Advisors
Ohio
$12K +$9.45K +200 +370%
WTA
172
Washington Trust Advisors
Massachusetts
$12K +$12K +254 New
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$12K +$12K +259 New
BFEC
174
Benjamin F. Edwards & Company
Missouri
$8K +$3.43K +75 +75%
Jones Financial Companies
175
Jones Financial Companies
Missouri
$6K -$3.68K -76 -38%