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National Beverage
FIZZ

Overview Fund Activity

209 hedge funds and large institutions have $1.14B invested in National Beverage in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
65
Reduced
76
Closed
23
Calls
$7.63M
Puts
$24.5M
Net Calls
-$16.9M
Net Calls Change
-$14.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28.2M
2
BlackRock
BlackRock
New York
+$19.6M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$3.34M
4
Verition Fund Management
Verition Fund Management
Connecticut
+$3.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.46M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$4.85M
2
CSS
Cubist Systematic Strategies
Connecticut
-$4.73M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.04M
4
Millennium Management
Millennium Management
New York
-$2.48M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
201
Farther Finance Advisors
California
$796 +$647 +13 +433%
AF
202
Advisornet Financial
Minnesota
$746 +$298 +6 +67%
SIC
203
SJS Investment Consulting
Ohio
$647 -$50 -1 -7%
HI
204
Harbour Investments
Wisconsin
$597 – – –
EWA
205
EverSource Wealth Advisors
Alabama
$547 +$547 +11 New
DPW
206
DiNuzzo Private Wealth
Pennsylvania
$448 +$448 +9 New
CFGS
207
Concourse Financial Group Securities
Alabama
$397 +$397 +8 New
AWM
208
Abound Wealth Management
Tennessee
$299 – – –
Arrowstreet Capital
209
Arrowstreet Capital
Massachusetts
– -$4.04M -85,971 Closed
Millennium Management
210
Millennium Management
New York
– -$2.48M -52,728 Closed
Tudor Investment Corp
211
Tudor Investment Corp
Connecticut
– -$1.82M -38,780 Closed
RA
212
Royce & Associates
New York
– -$1.44M -30,581 Closed
MSAM
213
Moloney Securities Asset Management
Missouri
– -$824K -17,517 Closed
TI
214
Trexquant Investment
Connecticut
– -$698K -14,838 Closed
HWM
215
HB Wealth Management
Georgia
– -$621K -13,215 Closed
Voloridge Investment Management
216
Voloridge Investment Management
Florida
– -$617K -13,113 Closed
GAM
217
Gotham Asset Management
New York
– -$416K -8,852 Closed
KI
218
Kapitalo Investimentos
Brazil
– -$323K -6,868 Closed
EGM
219
Engineers Gate Manager
New York
– -$265K -5,640 Closed
PTC
220
Petrus Trust Company
Texas
– -$263K -5,590 Closed
GCP
221
GSA Capital Partners
United Kingdom
– -$236K -5,029 Closed
Los Angeles Capital Management
222
Los Angeles Capital Management
California
– -$227K -4,822 Closed
PRC
223
Pearl River Capital
Michigan
– -$221K -4,694 Closed
LPL Financial
224
LPL Financial
California
– -$218K -4,642 Closed
MFT
225
Moisand Fitzgerald Tamayo
Florida
– -$20.8K -443 Closed
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