National Beverage
FIZZ
151 hedge funds and large institutions have $951M invested in National Beverage in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 55 reducing their positions, and 24 closing their positions.
33% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 24
15% more capital invested
Capital invested by funds: $825M → $951M (+$126M)
6% more funds holding
Funds holding: 143 → 151 (+8)
1.58% more ownership
Funds ownership: 42.09% → 43.67% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 55
37% less call options, than puts
Call options by funds: $16.9M | Put options by funds: $26.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$40M |
| 2 |
MCM
Melvin Capital Management
New York
|
+$19.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.9M |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$29.3M |
| 2 |
Millennium Management
New York
|
-$18.5M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$11.7M |
| 4 |
TA
Teachers Advisors
New York
|
-$11.5M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$9.96M |
FIZZ Hedge Fund Activity: Q2 2017 in Review
151 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q2 2017, worth a combined $951M — up 15% from $825M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new FIZZ positions and 24 closed out — a net gain of 8 holders — while 44 added to existing stakes and 55 trimmed.
The largest buyer was Wells Fargo, adding an estimated $40M. The largest seller was Prudential Financial, cutting an estimated $29.3M.
- 151 institutional investors held National Beverage (FIZZ) as of Q2 2017, up from 143 in Q1 2017.
- Funds reported $951M of National Beverage stock for Q2 2017, up 15% quarter-over-quarter.
- 32 funds opened new National Beverage positions in Q2 2017 and 24 closed out, a net change of +8 holders.
- The largest National Beverage buyer in Q2 2017 was Wells Fargo, an estimated $40M added.
- The largest National Beverage seller in Q2 2017 was Prudential Financial, an estimated $29.3M sold.
Based on aggregated 13F filings for Q2 2017.