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National Beverage

205 hedge funds and large institutions have $1.05B invested in National Beverage in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+17
Holders Change %
+9.04%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
64
Reduced
65
Closed
18
Calls
$4.12M
Puts
$2.47M
Net Calls
+$1.65M
Net Calls Change
+$4.14M
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
176
Arax Advisory Partners
Colorado
$3.77K -$1.74K -36 -32%
BWL
177
Bogart Wealth LLC
Virginia
$3.77K
VCM
178
Versant Capital Management
Arizona
$3.63K
QCG
179
Quadrant Capital Group
Ohio
$3.58K
WTC
180
WhitTier Trust Company
Nevada
$3.19K
HIM
181
Hillsdale Investment Management
Ontario, Canada
$2.9K +$2.9K +60 New
Group One Trading
182
Group One Trading
Illinois
$2.18K +$2.18K +45 New
BIA
183
Bell Investment Advisors
California
$2.03K
BFEC
184
Benjamin F. Edwards & Company
Missouri
$2K
AWM
185
Atticus Wealth Management
Florida
$1.98K +$1.98K +41 New
US Bancorp
186
US Bancorp
Minnesota
$1.93K -$822 -17 -30%
CAS
187
Coppell Advisory Solutions
Texas
$1.46K +$1.46K +30 New
S
188
SignatureFD
Georgia
$1.4K -$193 -4 -12%
GWS
189
Glassman Wealth Services
Virginia
$1.16K
GRP
190
Global Retirement Partners
California
$1.06K
Bessemer Group
191
Bessemer Group
New Jersey
$1K +$1K +26 New
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$919
EWA
193
EverSource Wealth Advisors
Alabama
$919 +$919 +19 New
AF
194
Advisornet Financial
Minnesota
$725 -$48 -1 -6%
SIC
195
SJS Investment Consulting
Ohio
$629 -$97 -2 -13%
DI
196
Disciplined Investments
Oklahoma
$629
HI
197
Harbour Investments
Wisconsin
$580
2L
198
25 LLC
Missouri
$489 +$489 +10 New
AWM
199
Abound Wealth Management
Tennessee
$291 +$291 +6 New
BAAM
200
Baker Avenue Asset Management
California
$242