National Beverage
FIZZ
182 hedge funds and large institutions have $1.05B invested in National Beverage in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 31 closing their positions.
81% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 31
27% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 45
16% more funds holding
Funds holding: 157 → 182 (+25)
3.43% more ownership
Funds ownership: 42.99% → 46.42% (+3.4%)
15% less capital invested
Capital invested by funds: $1.24B → $1.05B (-$188M)
29% less call options, than puts
Call options by funds: $34.7M | Put options by funds: $48.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$50.2M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$40.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$18.4M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$108M |
| 2 |
MCM
Melvin Capital Management
New York
|
-$11.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.9M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$7.31M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$6.86M |
FIZZ Hedge Fund Activity: Q4 2017 in Review
182 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q4 2017, worth a combined $1.05B — down 15% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new FIZZ positions and 31 closed out — a net gain of 25 holders — while 57 added to existing stakes and 45 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $50.2M. The largest seller was Fidelity Investments, exiting entirely with an estimated $108M sold.
- 182 institutional investors held National Beverage (FIZZ) as of Q4 2017, up from 157 in Q3 2017.
- Funds reported $1.05B of National Beverage stock for Q4 2017, down 15% quarter-over-quarter.
- 56 funds opened new National Beverage positions in Q4 2017 and 31 closed out, a net change of +25 holders.
- The largest National Beverage buyer in Q4 2017 was Renaissance Technologies, an estimated $50.2M added.
- The largest National Beverage seller in Q4 2017 was Fidelity Investments, an estimated $108M sold.
Based on aggregated 13F filings for Q4 2017.