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National Beverage

212 hedge funds and large institutions have $1.21B invested in National Beverage in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 47 increasing their positions, 104 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 225212 (-13)

6.81% less ownership

Funds ownership: 33.34%26.53% (-6.8%)

9% less capital invested

Capital invested by funds: $1.32B → $1.21B (-$112M)

24% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 49

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

51% less call options, than puts

Call options by funds: $76.3M | Put options by funds: $155M

55% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 104

Holders
212
Holders Change
-13
Holders Change %
-5.78%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
37
Increased
47
Reduced
104
Closed
49
Calls
$76.3M
Puts
$155M
Net Calls
-$78.6M
Net Calls Change
+$108M

FIZZ Hedge Fund Activity: Q1 2021 in Review

212 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q1 2021, worth a combined $1.21B — down 8.5% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of FIZZ and 37 opened new positions — a net loss of 12 holders — while 104 trimmed existing stakes and 47 added.

The largest buyer was Parallax Volatility Advisers, adding an estimated $19.8M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $54.6M.

  • 212 institutional investors held National Beverage (FIZZ) as of Q1 2021, down from 225 in Q4 2020.
  • Funds reported $1.21B of National Beverage stock for Q1 2021, down 8.5% quarter-over-quarter.
  • 37 funds opened new National Beverage positions in Q1 2021 and 49 closed out, a net change of -12 holders.
  • The largest National Beverage buyer in Q1 2021 was Parallax Volatility Advisers, an estimated $19.8M added.
  • The largest National Beverage seller in Q1 2021 was Kayne Anderson Rudnick Investment Management, an estimated $54.6M sold.

Based on aggregated 13F filings for Q1 2021.