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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 %
CA
151
Clearstead Advisors
Ohio
$12K – – –
CWC
152
Carolinas Wealth Consulting
North Carolina
$12K – – –
WTA
153
Washington Trust Advisors
Massachusetts
$12K – – –
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$10K +$8.04K +164 +410%
BTI
155
Blue Trust Inc
Georgia
$9K +$9K +200 New
HNB
156
Huntington National Bank
Ohio
$7K – – –
EWA
157
EverSource Wealth Advisors
Alabama
$6K – – –
IFAM
158
Institutional & Family Asset Management
Colorado
$6K – – –
Bessemer Group
159
Bessemer Group
New Jersey
$5K – – –
IA
160
IFP Advisors
Florida
$5K – – –
AAP
161
Arax Advisory Partners
Colorado
$5K +$3.11K +59 +164%
FFA
162
Fairfield Financial Advisors
Massachusetts
$4.89K +$4.89K +100 New
SPIA
163
Steward Partners Investment Advisory
New York
$4K -$12K -245 -75%
ST
164
Smithfield Trust
Pennsylvania
$4K – – –
PFBT
165
Parkside Financial Bank & Trust
Missouri
$4K – – –
PA
166
Parallel Advisors
California
$4K – – –
AW
167
ACG Wealth
Georgia
$4K +$4K +92 New
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$3K -$1.67K -39 -36%
QCG
169
Quadrant Capital Group
Ohio
$3K – – –
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$2K -$6.07K -182 -75%
BFEC
171
Benjamin F. Edwards & Company
Missouri
$2K -$1.49K -32 -43%
VCM
172
Versant Capital Management
Arizona
$2K – – –
PCG
173
Private Capital Group
Connecticut
$2K – – –
S
174
SignatureFD
Georgia
$2K +$2K +39 New
BIA
175
Bell Investment Advisors
California
$2K +$2K +42 New
5 6
7
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