We are live on ! Find out more
FIZZ icon

National Beverage

207 hedge funds and large institutions have $1.28B invested in National Beverage in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

14% more call options, than puts

Call options by funds: $72M | Put options by funds: $63.2M

9% more capital invested

Capital invested by funds: $1.17B → $1.28B (+$110M)

0.47% less ownership

Funds ownership: 26.56%26.09% (-0.47%)

9% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 77

4% less funds holding

Funds holding: 216207 (-9)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

Holders
207
Holders Change
-9
Holders Change %
-4.17%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
21
Increased
70
Reduced
77
Closed
27
Calls
$72M
Puts
$63.2M
Net Calls
+$8.76M
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
176
Huntington National Bank
Ohio
$7K
IFAM
177
Institutional & Family Asset Management
Colorado
$7K
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$7K +$1.81K +39 +43%
US Bancorp
179
US Bancorp
Minnesota
$5K -$2.93K -63 -39%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$5K -$2.09K -45 -34%
BFEC
181
Benjamin F. Edwards & Company
Missouri
$5K
PFBT
182
Parkside Financial Bank & Trust
Missouri
$5K +$233 +5 +6%
PA
183
Parallel Advisors
California
$5K +$651 +14 +17%
TWA
184
TCI Wealth Advisors
Arizona
$5K +$1.4K +30 +46%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$4K -$2.14K -46 -33%
QCG
186
Quadrant Capital Group
Ohio
$4K -$745 -16 -18%
BMD
187
Better Money Decisions
New Mexico
$4K
ST
188
Smithfield Trust
Pennsylvania
$4K
CA
189
Clearstead Advisors
Ohio
$3K
IA
190
IFP Advisors
Florida
$3K
PO
191
Private Ocean
California
$3K
AAP
192
Arax Advisory Partners
Colorado
$3K +$1.12K +24 +60%
BIA
193
Bell Investment Advisors
California
$3K +$2.42K +52 New
BA
194
Bellwether Advisors
Nebraska
$3K +$3.49K +75 New
PCG
195
Private Capital Group
Connecticut
$2K -$372 -8 -20%
CCC
196
Crescent Capital Consulting
Louisiana
$2K
FPS
197
Fieldpoint Private Securities
Connecticut
$2K
HI
198
Harbour Investments
Wisconsin
$2K
TFO
199
Tarbox Family Office
California
$2K
VCM
200
Versant Capital Management
Arizona
$2K +$838 +18 +69%

FIZZ Hedge Fund Activity: Q3 2021 in Review

207 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q3 2021, worth a combined $1.28B — up 9.4% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FIZZ and 21 opened new positions — a net loss of 6 holders — while 77 trimmed existing stakes and 70 added.

The largest buyer was PEAK6 Investments, adding an estimated $5.85M. The largest seller was Capital Fund Management (CFM), cutting an estimated $6.51M.

  • 207 institutional investors held National Beverage (FIZZ) as of Q3 2021, down from 216 in Q2 2021.
  • Funds reported $1.28B of National Beverage stock for Q3 2021, up 9.4% quarter-over-quarter.
  • 21 funds opened new National Beverage positions in Q3 2021 and 27 closed out, a net change of -6 holders.
  • The largest National Beverage buyer in Q3 2021 was PEAK6 Investments, an estimated $5.85M added.
  • The largest National Beverage seller in Q3 2021 was Capital Fund Management (CFM), an estimated $6.51M sold.

Based on aggregated 13F filings for Q3 2021.