National Beverage
FIZZ
68 hedge funds and large institutions have $148M invested in National Beverage in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
5% more funds holding
Funds holding: 65 → 68 (+3)
5% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 22
1% less capital invested
Capital invested by funds: $149M → $148M (-$1.02M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$2.67M |
| 2 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$2.09M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$618K |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$568K |
| 5 |
GAM
Gotham Asset Management
New York
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$936K |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$559K |
| 3 |
PG
PEAK6 Group
Chicago,
Illinois
|
-$446K |
| 4 |
Nomura Asset Management
Tokyo,
Japan
|
-$390K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$383K |
FIZZ Hedge Fund Activity: Q2 2014 in Review
68 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q2 2014, worth a combined $148M — down 0.69% from $149M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FIZZ positions and 4 closed out — a net gain of 3 holders — while 23 added to existing stakes and 22 trimmed.
The largest buyer was Norges Bank, adding an estimated $2.67M. The largest seller was Vanguard Group, cutting an estimated $936K.
- 68 institutional investors held National Beverage (FIZZ) as of Q2 2014, up from 65 in Q1 2014.
- Funds reported $148M of National Beverage stock for Q2 2014, down 0.69% quarter-over-quarter.
- 7 funds opened new National Beverage positions in Q2 2014 and 4 closed out, a net change of +3 holders.
- The largest National Beverage buyer in Q2 2014 was Norges Bank, an estimated $2.67M added.
- The largest National Beverage seller in Q2 2014 was Vanguard Group, an estimated $936K sold.
Based on aggregated 13F filings for Q2 2014.