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National Beverage

228 hedge funds and large institutions have $1.05B invested in National Beverage in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+8
Holders Change %
+3.64%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
83
Reduced
72
Closed
24
Calls
$6.22M
Puts
$6.75M
Net Calls
-$530K
Net Calls Change
+$987K
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
201
WhitTier Trust Company
Nevada
$3.1K
QCG
202
Quadrant Capital Group
Ohio
$3.05K
CWP
203
Concord Wealth Partners
Virginia
$2.54K
AAP
204
Arax Advisory Partners
Colorado
$2.44K
VCM
205
Versant Capital Management
Arizona
$2.21K -$329 -7 -13%
UB
206
UMB Bank
Missouri
$2.11K +$986 +21 +88%
BIA
207
Bell Investment Advisors
California
$1.97K
GRP
208
Global Retirement Partners
California
$1.97K -$704 -15 -26%
FWA
209
FSC Wealth Advisors
New York
$1.83K
SL
210
Salomon & Ludwin
Virginia
$1.78K
W
211
WealthCollab
Washington
$1.69K -$845 -18 -33%
NA
212
NewEdge Advisors
Louisiana
$1.6K
QL
213
Quarry LP
New York
$1.13K -$28.8K -613 -96%
SCM
214
Sterling Capital Management
North Carolina
$1.08K +$1.08K +23 New
HWM
215
Hemington Wealth Management
Virginia
$1K +$1K +32 New
RIL
216
Rothschild Investment LLC
Illinois
$939 +$704 +15 +300%
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$845
EWA
218
EverSource Wealth Advisors
Alabama
$704
SIC
219
SJS Investment Consulting
Ohio
$564 +$47 +1 +9%
HI
220
Harbour Investments
Wisconsin
$563
DPW
221
DiNuzzo Private Wealth
Pennsylvania
$517 +$235 +5 +83%
FFA
222
Farther Finance Advisors
California
$234 +$94 +2 +67%
AWM
223
Abound Wealth Management
Tennessee
$188 -$94 -2 -33%
CA
224
Claris Advisors
Missouri
$188 +$188 +4 New
LFG
225
Larson Financial Group
Missouri
$94