We are live on ! Find out more
FIZZ icon

National Beverage
FIZZ

70 hedge funds and large institutions have $132M invested in National Beverage in 2013 Q2 according to their latest regulatory filings, with 70 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
70
Holders Change
+70
Holders Change %
–
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
70
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$34.2M +$30.6M +3,917,458 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$18.7M +$16.7M +2,140,880 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.6M +$11.3M +1,443,748 New
Renaissance Technologies
4
Renaissance Technologies
New York
$10M +$8.95M +1,145,400 New
BIT
5
BlackRock Institutional Trust
California
$7.88M +$7.05M +901,828 New
HW
6
Hancock Whitney
Mississippi
$4.72M +$4.22M +540,000 New
BFA
7
BlackRock Fund Advisors
California
$4.49M +$4.01M +513,622 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
$3.66M +$3.28M +419,324 New
Northern Trust
9
Northern Trust
Illinois
$3.51M +$3.14M +401,458 New
State Street
10
State Street
Massachusetts
$3.23M +$2.89M +369,780 New
CS
11
Credit Suisse
Switzerland
$3.03M +$2.71M +346,924 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.28M +$2.04M +260,446 New
LCM
13
Leonard Capital Management
Florida
$2.06M +$1.84M +235,666 New
DIA
14
Dean Investment Associates
Ohio
$1.81M +$1.62M +207,680 New
Norges Bank
15
Norges Bank
Norway
$1.5M +$1.34M +171,526 New
RJA
16
Raymond James & Associates
Florida
$1.19M +$1.06M +135,950 New
PPA
17
Parametric Portfolio Associates
Washington
$1.19M +$1.06M +135,656 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.17M +$1.05M +134,172 New
Lazard Asset Management
19
Lazard Asset Management
New York
$1.1M +$987K +126,292 New
Mawer Investment Management
20
Mawer Investment Management
Alberta, Canada
$1.04M +$929K +118,788 New
Goldman Sachs
21
Goldman Sachs
New York
$755K +$675K +86,416 New
TCIM
22
TIAA CREF Investment Management
New York
$745K +$667K +85,310 New
ZCM
23
Zebra Capital Management
Connecticut
$713K +$638K +81,620 New
William Blair & Company
24
William Blair & Company
Illinois
$593K +$531K +67,932 New
AllianceBernstein
25
AllianceBernstein
Tennessee
$583K +$522K +66,800 New
1
2 3

FIZZ Hedge Fund Activity: Q2 2013 in Review

70 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q2 2013, worth a combined $132M.

Buyers outnumbered sellers: 70 funds opened new FIZZ positions and 0 closed out — a net gain of 70 holders — while 0 added to existing stakes and 0 trimmed.

  • 70 institutional investors held National Beverage (FIZZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $132M of National Beverage stock for Q2 2013.
  • 70 funds opened new National Beverage positions in Q2 2013 and 0 closed out, a net change of +70 holders.

Based on aggregated 13F filings for Q2 2013.