National Beverage
FIZZ
205 hedge funds and large institutions have $1.05B invested in National Beverage in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 18 closing their positions.
89% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 18
67% more call options, than puts
Call options by funds: $4.12M | Put options by funds: $2.47M
8% more funds holding
Funds holding: 189 → 205 (+16)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.05% less ownership
Funds ownership: 23.34% → 23.29% (-0.05%)
3% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 66
8% less capital invested
Capital invested by funds: $1.15B → $1.05B (-$96.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$7.13M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$5.35M |
| 3 |
Two Sigma Investments
New York
|
+$4.67M |
| 4 |
Two Sigma Advisers
New York
|
+$2.13M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$26.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.51M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.39M |
| 4 |
PA
Paralel Advisors
Denver,
Colorado
|
-$2.2M |
| 5 |
BlackRock
New York
|
-$1.94M |
FIZZ Hedge Fund Activity: Q2 2023 in Review
205 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q2 2023, worth a combined $1.05B — down 8.4% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new FIZZ positions and 18 closed out — a net gain of 16 holders — while 64 added to existing stakes and 66 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $7.13M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $26.8M.
- 205 institutional investors held National Beverage (FIZZ) as of Q2 2023, up from 189 in Q1 2023.
- Funds reported $1.05B of National Beverage stock for Q2 2023, down 8.4% quarter-over-quarter.
- 34 funds opened new National Beverage positions in Q2 2023 and 18 closed out, a net change of +16 holders.
- The largest National Beverage buyer in Q2 2023 was Bank of Montreal, an estimated $7.13M added.
- The largest National Beverage seller in Q2 2023 was Kayne Anderson Rudnick Investment Management, an estimated $26.8M sold.
Based on aggregated 13F filings for Q2 2023.