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National Beverage
FIZZ

Overview Fund Activity

215 hedge funds and large institutions have $1.17B invested in National Beverage in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+5
Holders Change %
+2.38%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
67
Reduced
76
Closed
30
Calls
$79.9M
Puts
$74.8M
Net Calls
+$5.15M
Net Calls Change
+$61.1M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$23.3M
2
JAM
Jupiter Asset Management
United Kingdom
+$7.22M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$6.24M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
+$5.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.92M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$6.57M
2
Millennium Management
Millennium Management
New York
-$5.81M
3
BlackRock
BlackRock
New York
-$5M
4
E
Ergoteles
New York
-$3.56M
5
Bank of America
Bank of America
North Carolina
-$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
176
Carolinas Wealth Consulting
North Carolina
$13K – – –
Federated Hermes
177
Federated Hermes
Pennsylvania
$13K +$13K +269 New
PHK
178
Point72 Hong Kong
Hong Kong
$11K +$11K +234 New
Jones Financial Companies
179
Jones Financial Companies
Missouri
$9K +$90 +2 +1%
US Bancorp
180
US Bancorp
Minnesota
$8K +$2.5K +51 +46%
HNB
181
Huntington National Bank
Ohio
$7K – – –
CFA
182
Carroll Financial Associates
North Carolina
$6K – – –
IFAM
183
Institutional & Family Asset Management
Colorado
$6K – – –
BCA
184
Berman Capital Advisors
Georgia
$6K – – –
Fidelity Investments
185
Fidelity Investments
Massachusetts
$6K +$4.72K +103 +368%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$6K +$6K +139 New
BFEC
187
Benjamin F. Edwards & Company
Missouri
$5K +$5K +100 New
PA
188
Parallel Advisors
California
$4K – – –
BMD
189
Better Money Decisions
New Mexico
$4K – – –
CFGS
190
Concourse Financial Group Securities
Alabama
$4K – – –
ST
191
Smithfield Trust
Pennsylvania
$4K – – –
PFBT
192
Parkside Financial Bank & Trust
Missouri
$4K +$230 +5 +6%
QCG
193
Quadrant Capital Group
Ohio
$4K +$1.3K +29 +48%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$4K +$4K +91 New
CA
195
Crewe Advisors
Utah
$3K -$7.03K -164 -70%
CA
196
Clearstead Advisors
Ohio
$3K +$3K +54 New
TWA
197
TCI Wealth Advisors
Arizona
$3K +$3K +65 New
PO
198
Private Ocean
California
$2K – – –
HI
199
Harbour Investments
Wisconsin
$2K – – –
CCC
200
Crescent Capital Consulting
Louisiana
$2K – – –
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8
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