National Beverage
FIZZ
181 hedge funds and large institutions have $1.3B invested in National Beverage in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 34 closing their positions.
90% more call options, than puts
Call options by funds: $57.4M | Put options by funds: $30.2M
8% more capital invested
Capital invested by funds: $1.21B → $1.3B (+$95.6M)
0% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 58
0.25% less ownership
Funds ownership: 24.27% → 24.02% (-0.25%)
3% less funds holding
Funds holding: 186 → 181 (-5)
12% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 34
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$28.6M |
| 2 |
BTP
Bloom Tree Partners
New York
|
+$27.5M |
| 3 |
Renaissance Technologies
New York
|
+$16.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$15.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$35.7M |
| 2 |
1WCM
12 West Capital Management
New York
|
-$31.8M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$14.6M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$14M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14M |
FIZZ Hedge Fund Activity: Q3 2018 in Review
181 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q3 2018, worth a combined $1.3B — up 7.9% from $1.21B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of FIZZ and 30 opened new positions — a net loss of 4 holders — while 58 trimmed existing stakes and 58 added.
The largest buyer was Macquarie Group, adding an estimated $28.6M. The largest seller was Jupiter Investment Management, cutting an estimated $35.7M.
- 181 institutional investors held National Beverage (FIZZ) as of Q3 2018, down from 186 in Q2 2018.
- Funds reported $1.3B of National Beverage stock for Q3 2018, up 7.9% quarter-over-quarter.
- 30 funds opened new National Beverage positions in Q3 2018 and 34 closed out, a net change of -4 holders.
- The largest National Beverage buyer in Q3 2018 was Macquarie Group, an estimated $28.6M added.
- The largest National Beverage seller in Q3 2018 was Jupiter Investment Management, an estimated $35.7M sold.
Based on aggregated 13F filings for Q3 2018.