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National Beverage

215 hedge funds and large institutions have $1.06B invested in National Beverage in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 79 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+6
Holders Change %
+2.87%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
68
Reduced
79
Closed
15
Calls
$3.9M
Puts
$2.2M
Net Calls
+$1.7M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
176
Principal Securities
Iowa
$6.03K
IFAM
177
Institutional & Family Asset Management
Colorado
$5.51K
S
178
SignatureFD
Georgia
$5.08K +$142 +3 +3%
Bessemer Group
179
Bessemer Group
New Jersey
$5K +$398 +9 +9%
HT
180
Headlands Technologies
Illinois
$4.65K -$24.3K -513 -84%
QL
181
Quarry LP
New York
$4.41K +$4.41K +93 New
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$4.37K +$475 +10 +12%
LFA
183
LGT Financial Advisors
Texas
$4.18K
ST
184
Smithfield Trust
Pennsylvania
$4K
NSIM
185
North Star Investment Management
Illinois
$3.8K +$3.8K +80 New
BWL
186
Bogart Wealth LLC
Virginia
$3.7K
CTA
187
Colonial Trust Advisors
South Carolina
$3.56K +$3.56K +75 New
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$3.37K +$1.38K +29 +69%
Walleye Capital
189
Walleye Capital
New York
$3.32K -$5.84K -123 -64%
PCWA
190
Pacific Capital Wealth Advisors
California
$3.32K +$3.32K +70 New
GRP
191
Global Retirement Partners
California
$3.18K
WTC
192
WhitTier Trust Company
Nevada
$3.13K
QCG
193
Quadrant Capital Group
Ohio
$3.09K
CWP
194
Concord Wealth Partners
Virginia
$2.56K +$2.56K +54 New
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$2.52K +$2.52K +51 New
BIA
196
Bell Investment Advisors
California
$2.52K
AAP
197
Arax Advisory Partners
Colorado
$2.47K
W
198
WealthCollab
Washington
$1.95K +$854 +18 +78%
BF
199
BOK Financial
Oklahoma
$1.88K -$2.47K -50 -57%
SL
200
Salomon & Ludwin
Virginia
$1.8K