National Beverage
FIZZ
176 hedge funds and large institutions have $633M invested in National Beverage in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 52 reducing their positions, and 35 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 52
3.19% less ownership
Funds ownership: 35.04% → 31.85% (-3.2%)
6% less funds holding
Funds holding: 187 → 176 (-11)
23% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 35
24% less capital invested
Capital invested by funds: $832M → $633M (-$199M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
55% less call options, than puts
Call options by funds: $23.6M | Put options by funds: $52.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$7.57M |
| 2 |
JP Morgan Chase
New York
|
+$6.68M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$6.54M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$5.04M |
| 5 |
YCM
Yost Capital Management
Houston,
Texas
|
+$4.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
-$22.4M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$19M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$14.2M |
| 4 |
Millennium Management
New York
|
-$13.1M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.32M |
FIZZ Hedge Fund Activity: Q1 2020 in Review
176 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q1 2020, worth a combined $633M — down 24% from $832M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of FIZZ and 27 opened new positions — a net loss of 8 holders — while 52 trimmed existing stakes and 65 added.
The largest buyer was SG Capital Management, opening a new position worth an estimated $7.57M. The largest seller was Man Group, cutting an estimated $22.4M.
- 176 institutional investors held National Beverage (FIZZ) as of Q1 2020, down from 187 in Q4 2019.
- Funds reported $633M of National Beverage stock for Q1 2020, down 24% quarter-over-quarter.
- 27 funds opened new National Beverage positions in Q1 2020 and 35 closed out, a net change of -8 holders.
- The largest National Beverage buyer in Q1 2020 was SG Capital Management, an estimated $7.57M added.
- The largest National Beverage seller in Q1 2020 was Man Group, an estimated $22.4M sold.
Based on aggregated 13F filings for Q1 2020.