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National Beverage
FIZZ

Overview Fund Activity

220 hedge funds and large institutions have $1.13B invested in National Beverage in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
72
Reduced
80
Closed
21
Calls
$7.44M
Puts
$8.96M
Net Calls
-$1.52M
Net Calls Change
-$3.21M

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$9.05M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$3.11M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.03M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.07M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.96M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.35M
2
Morgan Stanley
Morgan Stanley
New York
-$7.82M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$7.37M
4
Norges Bank
Norges Bank
Norway
-$4.44M
5
BlackRock
BlackRock
New York
-$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
176
Opal Wealth Advisors
New York
$12.5K +$12.5K +244 New
CA
177
Clearstead Advisors
Ohio
$10.2K – – –
PFBT
178
Parkside Financial Bank & Trust
Missouri
$7.38K – – –
BTI
179
Blue Trust Inc
Georgia
$7.21K +$7.21K +152 New
S
180
SignatureFD
Georgia
$7.17K +$1.69K +33 +31%
PS
181
Principal Securities
Iowa
$6.51K – – –
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$6.51K +$2.87K +56 +79%
IFAM
183
Institutional & Family Asset Management
Colorado
$5.94K – – –
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$5.74K +$1.03K +20 +22%
CFM
185
Catalyst Funds Management
Australia
$5.12K -$25.6K -500 -83%
FFA
186
Fairfield Financial Advisors
Massachusetts
$5.12K +$5.12K +100 New
SAM
187
Smartleaf Asset Management
Massachusetts
$4.97K +$4.97K +98 New
SPIA
188
Steward Partners Investment Advisory
New York
$4.92K -$3.69K -72 -43%
LFA
189
LGT Financial Advisors
Texas
$4.51K – – –
Bessemer Group
190
Bessemer Group
New Jersey
$4K -$1.2K -26 -23%
ST
191
Smithfield Trust
Pennsylvania
$4K – – –
BWL
192
Bogart Wealth LLC
Virginia
$4K – – –
CAS
193
Coppell Advisory Solutions
Texas
$3.74K +$3.74K +73 New
WTC
194
WhitTier Trust Company
Nevada
$3.38K – – –
QCG
195
Quadrant Capital Group
Ohio
$3.33K – – –
ATPW
196
Ashton Thomas Private Wealth
Arizona
$3.28K +$3.28K +64 New
GRP
197
Global Retirement Partners
California
$2.92K -$512 -10 -15%
CWP
198
Concord Wealth Partners
Virginia
$2.77K – – –
W
199
WealthCollab
Washington
$2.77K +$666 +13 +32%
VCM
200
Versant Capital Management
Arizona
$2.77K +$1.03K +20 +59%
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