National Beverage
FIZZ
68 hedge funds and large institutions have $136M invested in National Beverage in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 5 closing their positions.
636% more call options, than puts
Call options by funds: $972K | Put options by funds: $132K
3% more capital invested
Capital invested by funds: $132M → $136M (+$4.04M)
0.13% more ownership
Funds ownership: 16.35% → 16.48% (+0.13%)
7% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 27
3% less funds holding
Funds holding: 70 → 68 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$960K |
| 2 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$872K |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$609K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$417K |
| 5 |
Bank of New York Mellon
New York
|
+$296K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$1.1M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$351K |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$286K |
| 4 |
GAM
Gotham Asset Management
New York
|
-$261K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$239K |
FIZZ Hedge Fund Activity: Q3 2013 in Review
68 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q3 2013, worth a combined $136M — up 3.1% from $132M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FIZZ and 3 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 25 added.
The largest buyer was Norges Bank, adding an estimated $960K. The largest seller was Lazard Asset Management, exiting entirely with an estimated $1.1M sold.
- 68 institutional investors held National Beverage (FIZZ) as of Q3 2013, down from 70 in Q2 2013.
- Funds reported $136M of National Beverage stock for Q3 2013, up 3.1% quarter-over-quarter.
- 3 funds opened new National Beverage positions in Q3 2013 and 5 closed out, a net change of -2 holders.
- The largest National Beverage buyer in Q3 2013 was Norges Bank, an estimated $960K added.
- The largest National Beverage seller in Q3 2013 was Lazard Asset Management, an estimated $1.1M sold.
Based on aggregated 13F filings for Q3 2013.