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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 %
BIA
201
Bell Investment Advisors
California
$1.79K – – –
GRP
202
Global Retirement Partners
California
$1.79K – – –
VCM
203
Versant Capital Management
Arizona
$1.66K -$341 -8 -17%
FWA
204
FSC Wealth Advisors
New York
$1.66K – – –
SL
205
Salomon & Ludwin
Virginia
$1.62K – – –
W
206
WealthCollab
Washington
$1.54K – – –
NA
207
NewEdge Advisors
Louisiana
$1.45K – – –
SCM
208
Sterling Capital Management
North Carolina
$981 – – –
SO
209
Sierra Ocean
California
$981 +$981 +23 New
RIL
210
Rothschild Investment LLC
Illinois
$853 – – –
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$768 – – –
DPW
212
DiNuzzo Private Wealth
Pennsylvania
$555 +$85 +2 +18%
SIC
213
SJS Investment Consulting
Ohio
$513 – – –
PWMG
214
Private Wealth Management Group
New Jersey
$513 +$513 +12 New
HI
215
Harbour Investments
Wisconsin
$512 – – –
FFA
216
Farther Finance Advisors
California
$171 -$43 -1 -20%
AWM
217
Abound Wealth Management
Tennessee
$171 – – –
GFPC
218
Global Financial Private Client
Florida
$171 +$171 +4 New
LFG
219
Larson Financial Group
Missouri
$85 – – –
PWM
220
Parkworth Wealth Management
California
$85 +$85 +2 New
CSS
221
Cubist Systematic Strategies
Connecticut
– -$3.46M -73,724 Closed
First Trust Advisors
222
First Trust Advisors
Illinois
– -$2.8M -59,556 Closed
Arrowstreet Capital
223
Arrowstreet Capital
Massachusetts
– -$1.53M -32,678 Closed
Jennison Associates
224
Jennison Associates
New York
– -$1.13M -23,992 Closed
State of Wisconsin Investment Board
225
State of Wisconsin Investment Board
Wisconsin
– -$783K -16,675 Closed
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