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National Beverage
FIZZ

Overview Fund Activity

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

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$7.53M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$3.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.99M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.79M
5
Morgan Stanley
Morgan Stanley
New York
+$1.18M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$14.8M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$4.22M
3
BlackRock
BlackRock
New York
-$2.62M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.05M
5
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
176
Glassman Wealth Services
Virginia
$1.27K – – –
GRP
177
Global Retirement Partners
California
$1.17K +$1.17K +22 New
FMII
178
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
AF
179
Advisornet Financial
Minnesota
$844 +$369 +7 +78%
SIC
180
SJS Investment Consulting
Ohio
$791 +$53 +1 +7%
DI
181
Disciplined Investments
Oklahoma
$685 -$105 -2 -13%
HI
182
Harbour Investments
Wisconsin
$633 – – –
Creative Planning
183
Creative Planning
Kansas
$633 +$633 +12 New
BAAM
184
Baker Avenue Asset Management
California
$264 – – –
ECM
185
Everence Capital Management
Indiana
$234 – – –
AF
186
Allworth Financial
California
$159 – – –
FFA
187
Farther Finance Advisors
California
$158 – – –
BHWA
188
Beacon Harbor Wealth Advisors
Virginia
– -$4.22M -90,769 Closed
BF
189
BOK Financial
Oklahoma
– -$777K -16,695 Closed
LCM
190
Landscape Capital Management
New Jersey
– -$746K -16,031 Closed
YIH
191
Y-Intercept (HK)
Hong Kong
– -$392K -8,423 Closed
VHAM
192
Van Hulzen Asset Management
California
– -$365K -7,846 Closed
Walleye Capital
193
Walleye Capital
New York
– -$343K -7,374 Closed
PI
194
PEAK6 Investments
Illinois
– -$302K -6,480 Closed
XT
195
XTX Topco
Cayman Islands
– -$245K -5,259 Closed
HSBC Holdings
196
HSBC Holdings
United Kingdom
– -$246K -5,236 Closed
LPL Financial
197
LPL Financial
California
– -$232K -4,985 Closed
I
198
InceptionR
California
– -$206K -4,418 Closed
AWS
199
Atria Wealth Solutions
New York
– -$204K -4,381 Closed
NA
200
NewEdge Advisors
Louisiana
– -$161K -3,608 Closed
5 6 7
8
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