FIZZ icon

National Beverage

207 hedge funds and large institutions have $1.04B invested in National Beverage in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
75
Reduced
68
Closed
20
Calls
$4.61M
Puts
$7.21M
Net Calls
-$2.6M
Net Calls Change
-$4.25M
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
176
Institutional & Family Asset Management
Colorado
$6.11K
Bessemer Group
177
Bessemer Group
New Jersey
$5K +$3.75K +78 +300%
FFA
178
Fairfield Financial Advisors
Massachusetts
$4.7K
HIM
179
Hillsdale Investment Management
Ontario, Canada
$4.7K +$1.88K +40 +67%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$4.33K -$4.04K -86 -48%
LFA
181
LGT Financial Advisors
Texas
$4.14K +$4.14K +88 New
BF
182
BOK Financial
Oklahoma
$4.08K +$4.08K +88 New
ST
183
Smithfield Trust
Pennsylvania
$4K
BWL
184
Bogart Wealth LLC
Virginia
$3.67K
VCM
185
Versant Capital Management
Arizona
$3.53K
AF
186
Allworth Financial
California
$3.34K +$3.2K +68 +2,267%
WTC
187
WhitTier Trust Company
Nevada
$3.1K
GRP
188
Global Retirement Partners
California
$3.03K +$1.99K +42 +191%
QCG
189
Quadrant Capital Group
Ohio
$2.82K -$658 -14 -19%
AAP
190
Arax Advisory Partners
Colorado
$2.45K -$1.22K -26 -33%
SFG
191
Steward Financial Group
Texas
$2K +$2K +46 New
BIA
192
Bell Investment Advisors
California
$1.98K
HNB
193
Huntington National Bank
Ohio
$1.97K +$1.97K +42 New
AWM
194
Atticus Wealth Management
Florida
$1.93K
SL
195
Salomon & Ludwin
Virginia
$1.79K +$1.79K +38 New
GWS
196
Glassman Wealth Services
Virginia
$1.13K
AW
197
Avion Wealth
Texas
$1K +$667 +22 +200%
FMII
198
Farmers & Merchants Investments Inc
Nebraska
$846 -$47 -1 -5%
SIC
199
SJS Investment Consulting
Ohio
$659 +$47 +1 +8%
S
200
SignatureFD
Georgia
$658 -$705 -15 -52%