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National Beverage

203 hedge funds and large institutions have $976M invested in National Beverage in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 14

163% more call options, than puts

Call options by funds: $7.81M | Put options by funds: $2.97M

15% more capital invested

Capital invested by funds: $850M → $976M (+$126M)

15% more funds holding

Funds holding: 177203 (+26)

0.08% less ownership

Funds ownership: 23.62%23.54% (-0.08%)

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

Holders
203
Holders Change
+26
Holders Change %
+14.69%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
57
Reduced
62
Closed
14
Calls
$7.81M
Puts
$2.97M
Net Calls
+$4.83M
Net Calls Change
-$337K
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
151
Newbridge Financial Services Group
Florida
$43.3K
EBA
152
Eagle Bay Advisors
New York
$42.2K -$1.27K -27 -3%
Group One Trading
153
Group One Trading
Illinois
$41K -$420K -8,947 -91%
GCM
154
Gladius Capital Management
Illinois
$33.9K +$34.2K +728 New
SOW
155
State of Wyoming
Wyoming
$31.5K -$32.8K -699 -51%
SWA
156
Sutton Wealth Advisors
Florida
$31.3K
TRCT
157
Tower Research Capital (TRC)
New York
$25K -$75.7K -1,612 -76%
Bessemer Group
158
Bessemer Group
New Jersey
$25K +$25.2K +538 New
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$24K
BTI
160
Blue Trust Inc
Georgia
$18K +$13.1K +280 +140%
BC
161
Bartlett & Co
Ohio
$15K
BCWM
162
Bartlett & Co Wealth Management
Ohio
$14.9K
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$14K -$103K -2,193 -88%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$14K +$4.69K +100 +47%
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$13.9K
CWC
166
Carolinas Wealth Consulting
North Carolina
$11.4K
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$9.96K +$10K +214 New
TWA
168
TCI Wealth Advisors
Arizona
$9.77K +$47 +1 +0.5%
CA
169
Clearstead Advisors
Ohio
$9.31K -$2.53K -54 -21%
LSA
170
Leonteq Securities AG
Switzerland
$8.28K +$704 +15 +9%
PA
171
Parallel Advisors
California
$8.23K +$3.9K +83 +89%
PFA
172
Pathway Financial Advisers
Indiana
$7.7K +$7.79K +166 New
PFBT
173
Parkside Financial Bank & Trust
Missouri
$6.79K +$2.3K +49 +51%
IFAM
174
Institutional & Family Asset Management
Colorado
$6.05K
AAP
175
Arax Advisory Partners
Colorado
$5.3K

FIZZ Hedge Fund Activity: Q4 2022 in Review

203 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q4 2022, worth a combined $976M — up 15% from $850M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FIZZ positions and 14 closed out — a net gain of 29 holders — while 57 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $3.32M. The largest seller was Renaissance Technologies, cutting an estimated $13.6M.

  • 203 institutional investors held National Beverage (FIZZ) as of Q4 2022, up from 177 in Q3 2022.
  • Funds reported $976M of National Beverage stock for Q4 2022, up 15% quarter-over-quarter.
  • 43 funds opened new National Beverage positions in Q4 2022 and 14 closed out, a net change of +29 holders.
  • The largest National Beverage buyer in Q4 2022 was BlackRock, an estimated $3.32M added.
  • The largest National Beverage seller in Q4 2022 was Renaissance Technologies, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2022.