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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 %
AAP
201
Arax Advisory Partners
Colorado
$2.67K – – –
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$2.66K – – –
BIA
203
Bell Investment Advisors
California
$2.15K -$564 -11 -21%
FWA
204
FSC Wealth Advisors
New York
$2K +$2K +39 New
SL
205
Salomon & Ludwin
Virginia
$1.95K – – –
IC
206
Innealta Capital
Texas
$1.85K +$1.85K +36 New
NA
207
NewEdge Advisors
Louisiana
$1.74K – – –
UB
208
UMB Bank
Missouri
$1.23K +$923 +18 +300%
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$922 – – –
EWA
210
EverSource Wealth Advisors
Alabama
$732 +$293 +6 +67%
HI
211
Harbour Investments
Wisconsin
$615 – – –
SIC
212
SJS Investment Consulting
Ohio
$564 -$154 -3 -21%
CFGS
213
Concourse Financial Group Securities
Alabama
$435 – – –
DPW
214
DiNuzzo Private Wealth
Pennsylvania
$308 -$103 -2 -25%
AWM
215
Abound Wealth Management
Tennessee
$308 – – –
RIL
216
Rothschild Investment LLC
Illinois
$256 – – –
IAIM
217
International Assets Investment Management
Florida
$256 +$256 +5 New
FFA
218
Farther Finance Advisors
California
$158 – – –
LFG
219
Larson Financial Group
Missouri
$102 +$102 +2 New
Balyasny Asset Management
220
Balyasny Asset Management
Illinois
– -$1.77M -37,370 Closed
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
– -$1.54M -32,490 Closed
LCM
222
Landscape Capital Management
New Jersey
– -$963K -20,295 Closed
Aviva
223
Aviva
United Kingdom
– -$614K -12,928 Closed
AIG
224
American International Group
New York
– -$606K -12,772 Closed
GCP
225
GSA Capital Partners
United Kingdom
– -$562K -11,851 Closed
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