National Beverage
FIZZ
66 hedge funds and large institutions have $152M invested in National Beverage in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 4 closing their positions.
11% more capital invested
Capital invested by funds: $136M → $152M (+$15.6M)
0.21% less ownership
Funds ownership: 16.48% → 16.28% (-0.21%)
3% less funds holding
Funds holding: 68 → 66 (-2)
22% less call options, than puts
Call options by funds: $956K | Put options by funds: $1.22M
29% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 31
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$674K |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$297K |
| 3 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
+$281K |
| 4 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$192K |
| 5 |
Renaissance Technologies
New York
|
+$125K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$1.04M |
| 2 |
Bank of New York Mellon
New York
|
-$384K |
| 3 |
Goldman Sachs
New York
|
-$304K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$291K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$276K |
FIZZ Hedge Fund Activity: Q4 2013 in Review
66 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q4 2013, worth a combined $152M — up 11% from $136M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FIZZ and 2 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 22 added.
The largest buyer was Vanguard Group, adding an estimated $674K. The largest seller was Mawer Investment Management, cutting an estimated $1.04M.
- 66 institutional investors held National Beverage (FIZZ) as of Q4 2013, down from 68 in Q3 2013.
- Funds reported $152M of National Beverage stock for Q4 2013, up 11% quarter-over-quarter.
- 2 funds opened new National Beverage positions in Q4 2013 and 4 closed out, a net change of -2 holders.
- The largest National Beverage buyer in Q4 2013 was Vanguard Group, an estimated $674K added.
- The largest National Beverage seller in Q4 2013 was Mawer Investment Management, an estimated $1.04M sold.
Based on aggregated 13F filings for Q4 2013.