FIZZ icon

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 %
NA
201
NewEdge Advisors
Louisiana
$1.61K
VCM
202
Versant Capital Management
Arizona
$1.61K
Lazard Asset Management
203
Lazard Asset Management
New York
$1K -$63.6K -1,844 -98%
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$854
SIC
205
SJS Investment Consulting
Ohio
$665 +$48 +1 +8%
HI
206
Harbour Investments
Wisconsin
$570
EWA
207
EverSource Wealth Advisors
Alabama
$401 -$89 -2 -18%
DPW
208
DiNuzzo Private Wealth
Pennsylvania
$380 -$48 -1 -11%
CFGS
209
Concourse Financial Group Securities
Alabama
$379
AWM
210
Abound Wealth Management
Tennessee
$285
UB
211
UMB Bank
Missouri
$285 +$285 +6 New
RIL
212
Rothschild Investment LLC
Illinois
$237 +$237 +5 New
ECM
213
Everence Capital Management
Indiana
$211
FFA
214
Farther Finance Advisors
California
$148 -$641 -13 -81%
PI
215
PEAK6 Investments
Illinois
-$1.68M -33,700 Closed
MC
216
Maverick Capital
Texas
-$1.27M -25,478 Closed
GCM
217
Gallacher Capital Management
Colorado
-$543K -10,923 Closed
Group One Trading
218
Group One Trading
Illinois
-$269K -5,410 Closed
EA
219
Everpar Advisors
Oklahoma
-$257K -5,170 Closed
ZIM
220
Zacks Investment Management
Illinois
-$243K -4,894 Closed
Lido Advisors
221
Lido Advisors
California
-$210K -4,233 Closed
MOACM
222
Mutual of America Capital Management
New York
-$203K -4,085 Closed
SOW
223
State of Wyoming
Wyoming
-$118K -2,373 Closed
ASN
224
Advisory Services Network
Georgia
-$48.5K -976 Closed
BCWM
225
Bartlett & Co Wealth Management
Ohio
-$15.9K -320 Closed