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National Beverage
FIZZ

Overview Fund Activity

221 hedge funds and large institutions have $965M invested in National Beverage in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
80
Reduced
66
Closed
35
Calls
$5.14M
Puts
$9.69M
Net Calls
-$4.55M
Net Calls Change
-$4.02M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$4.03M
2
UBS Group
UBS Group
Switzerland
+$3.62M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.42M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.96M
5
BlackRock
BlackRock
New York
+$2.67M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$6.76M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$5.73M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.52M
4
CSS
Cubist Systematic Strategies
Connecticut
-$3.46M
5
First Trust Advisors
First Trust Advisors
Illinois
-$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Clearstead Advisors
Ohio
$8.53K – – –
Bessemer Group
177
Bessemer Group
New Jersey
$8K +$2.34K +53 +41%
A
178
AlphaQuest
New York
$6.61K -$259K -6,065 -98%
S
179
SignatureFD
Georgia
$6.27K +$128 +3 +2%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$5.68K – – –
PS
181
Principal Securities
Iowa
$5.42K – – –
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$4.78K -$1.2K -28 -20%
SS
183
SBI Securities
Japan
$4.61K +$4.61K +108 New
UB
184
UMB Bank
Missouri
$4.22K +$2.3K +54 +120%
SPIA
185
Steward Partners Investment Advisory
New York
$4.1K – – –
LFA
186
LGT Financial Advisors
Texas
$3.76K – – –
AS
187
Altshuler Shaham
Israel
$3.58K +$128 +3 +4%
BWL
188
Bogart Wealth LLC
Virginia
$3.33K – – –
VWM
189
Venturi Wealth Management
Texas
$3.24K – – –
CAS
190
Coppell Advisory Solutions
Texas
$3.1K – – –
AAP
191
Arax Advisory Partners
Colorado
$3.03K +$811 +19 +37%
ST
192
Smithfield Trust
Pennsylvania
$3K – – –
EWA
193
EverSource Wealth Advisors
Alabama
$2.99K +$2.35K +55 +367%
QCG
194
Quadrant Capital Group
Ohio
$2.77K – – –
ACM
195
Aster Capital Management
United Arab Emirates
$2.52K -$2.05K -48 -45%
CWP
196
Concord Wealth Partners
Virginia
$2.3K – – –
TCM
197
TD Capital Management
Tennessee
$2.22K +$2.22K +52 New
MAS
198
MPWM Advisory Solutions
Georgia
$2.18K +$2.18K +51 New
HWM
199
Hemington Wealth Management
Virginia
$2K +$720 +18 +56%
CI Investments Inc
200
CI Investments Inc
Ontario, Canada
$2K +$1.78K +32 +800%
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