National Beverage
FIZZ
189 hedge funds and large institutions have $1.15B invested in National Beverage in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 27 closing their positions.
18% more capital invested
Capital invested by funds: $976M → $1.15B (+$172M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.21% less ownership
Funds ownership: 23.54% → 23.34% (-0.21%)
3% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 69
7% less funds holding
Funds holding: 203 → 189 (-14)
31% less call options, than puts
Call options by funds: $5.43M | Put options by funds: $7.93M
44% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$6.66M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$2.83M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.76M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.58M |
| 5 |
Morgan Stanley
New York
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$13.1M |
| 2 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$4.22M |
| 3 |
BlackRock
New York
|
-$2.32M |
| 4 |
Renaissance Technologies
New York
|
-$1.81M |
| 5 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$1.45M |
FIZZ Hedge Fund Activity: Q1 2023 in Review
189 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q1 2023, worth a combined $1.15B — up 18% from $976M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of FIZZ and 15 opened new positions — a net loss of 12 holders — while 69 trimmed existing stakes and 67 added.
The largest buyer was First Trust Advisors, adding an estimated $6.66M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $13.1M.
- 189 institutional investors held National Beverage (FIZZ) as of Q1 2023, down from 203 in Q4 2022.
- Funds reported $1.15B of National Beverage stock for Q1 2023, up 18% quarter-over-quarter.
- 15 funds opened new National Beverage positions in Q1 2023 and 27 closed out, a net change of -12 holders.
- The largest National Beverage buyer in Q1 2023 was First Trust Advisors, an estimated $6.66M added.
- The largest National Beverage seller in Q1 2023 was Kayne Anderson Rudnick Investment Management, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2023.