National Beverage
FIZZ
177 hedge funds and large institutions have $850M invested in National Beverage in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 53 reducing their positions, and 30 closing their positions.
131% more call options, than puts
Call options by funds: $9.11M | Put options by funds: $3.94M
25% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 53
0.37% less ownership
Funds ownership: 23.99% → 23.62% (-0.37%)
4% less funds holding
Funds holding: 184 → 177 (-7)
17% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 30
22% less capital invested
Capital invested by funds: $1.1B → $850M (-$246M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$2.77M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.03M |
| 3 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$1.87M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.62M |
| 5 |
AG
Algert Global
San Francisco,
California
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$15.5M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$8.06M |
| 3 |
D.E. Shaw & Co
New York
|
-$4.1M |
| 4 |
IP
Isthmus Partners
Madison,
Wisconsin
|
-$2.06M |
| 5 |
Goldman Sachs
New York
|
-$1.72M |
FIZZ Hedge Fund Activity: Q3 2022 in Review
177 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q3 2022, worth a combined $850M — down 22% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of FIZZ and 25 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 66 added.
The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $2.77M. The largest seller was Renaissance Technologies, cutting an estimated $15.5M.
- 177 institutional investors held National Beverage (FIZZ) as of Q3 2022, down from 184 in Q2 2022.
- Funds reported $850M of National Beverage stock for Q3 2022, down 22% quarter-over-quarter.
- 25 funds opened new National Beverage positions in Q3 2022 and 30 closed out, a net change of -5 holders.
- The largest National Beverage buyer in Q3 2022 was Qube Research & Technologies (QRT), an estimated $2.77M added.
- The largest National Beverage seller in Q3 2022 was Renaissance Technologies, an estimated $15.5M sold.
Based on aggregated 13F filings for Q3 2022.