National Beverage
FIZZ
186 hedge funds and large institutions have $1.21B invested in National Beverage in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 24 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
52% more call options, than puts
Call options by funds: $52.2M | Put options by funds: $34.3M
38% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 24
24% more capital invested
Capital invested by funds: $972M → $1.21B (+$237M)
4% more funds holding
Funds holding: 178 → 186 (+8)
0.86% more ownership
Funds ownership: 23.42% → 24.27% (+0.86%)
9% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$28.2M |
| 2 |
1WCM
12 West Capital Management
New York
|
+$23.2M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$17.8M |
| 4 |
Renaissance Technologies
New York
|
+$14.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10.8M |
| 2 |
Capital Fund Management (CFM)
Paris,
France
|
-$8.65M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$7.65M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$7.19M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.86M |
FIZZ Hedge Fund Activity: Q2 2018 in Review
186 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q2 2018, worth a combined $1.21B — up 24% from $972M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FIZZ positions and 24 closed out — a net gain of 9 holders — while 58 added to existing stakes and 64 trimmed.
The largest buyer was Macquarie Group, opening a new position worth an estimated $28.2M. The largest seller was Dimensional Fund Advisors, cutting an estimated $10.8M.
- 186 institutional investors held National Beverage (FIZZ) as of Q2 2018, up from 178 in Q1 2018.
- Funds reported $1.21B of National Beverage stock for Q2 2018, up 24% quarter-over-quarter.
- 33 funds opened new National Beverage positions in Q2 2018 and 24 closed out, a net change of +9 holders.
- The largest National Beverage buyer in Q2 2018 was Macquarie Group, an estimated $28.2M added.
- The largest National Beverage seller in Q2 2018 was Dimensional Fund Advisors, an estimated $10.8M sold.
Based on aggregated 13F filings for Q2 2018.