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National Beverage

188 hedge funds and large institutions have $1.15B invested in National Beverage in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-14
Holders Change %
-6.93%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
67
Reduced
68
Closed
27
Calls
$5.44M
Puts
$7.93M
Net Calls
-$2.49M
Net Calls Change
-$7.33M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$17K +$162 +3 +1%
BCWM
152
Bartlett & Co Wealth Management
Ohio
$16.9K
TRCT
153
Tower Research Capital (TRC)
New York
$16K -$11.4K -215 -42%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$16K -$156 -3 -1%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$14K -$12.3K -237 -47%
CWC
156
Carolinas Wealth Consulting
North Carolina
$13K
PA
157
Parallel Advisors
California
$12K +$2.7K +51 +29%
TWA
158
TCI Wealth Advisors
Arizona
$11.1K
CA
159
Clearstead Advisors
Ohio
$10.5K
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$9.75K +$7.12K +135 +270%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$7.65K -$53 -1 -0.7%
IFAM
162
Institutional & Family Asset Management
Colorado
$6.85K
AAP
163
Arax Advisory Partners
Colorado
$6.01K
FFA
164
Fairfield Financial Advisors
Massachusetts
$5.2K
BWL
165
Bogart Wealth LLC
Virginia
$4.11K +$4.11K +78 New
ST
166
Smithfield Trust
Pennsylvania
$4K
VCM
167
Versant Capital Management
Arizona
$3.92K
QCG
168
Quadrant Capital Group
Ohio
$3.9K +$211 +4 +6%
WTC
169
WhitTier Trust Company
Nevada
$3.48K
US Bancorp
170
US Bancorp
Minnesota
$3.01K +$896 +17 +43%
BIA
171
Bell Investment Advisors
California
$2.22K
BFEC
172
Benjamin F. Edwards & Company
Missouri
$2K
SC
173
Schubert & Co
Texas
$1.85K +$211 +4 +13%
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$1.85K +$1.85K +35 New
S
175
SignatureFD
Georgia
$1.74K -$791 -15 -31%