National Beverage
FIZZ
216 hedge funds and large institutions have $1.06B invested in National Beverage in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 15 closing their positions.
77% more call options, than puts
Call options by funds: $3.9M | Put options by funds: $2.2M
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
3% more funds holding
Funds holding: 210 → 216 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.59% less ownership
Funds ownership: 24.47% → 23.88% (-0.59%)
7% less capital invested
Capital invested by funds: $1.14B → $1.06B (-$76.3M)
15% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.77M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.42M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.89M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$1.83M |
| 5 |
Rockefeller Capital Management
New York
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$20.9M |
| 2 |
Renaissance Technologies
New York
|
-$3.8M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$3.37M |
| 4 |
BlackRock
New York
|
-$2.46M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.06M |
FIZZ Hedge Fund Activity: Q1 2024 in Review
216 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q1 2024, worth a combined $1.06B — down 6.7% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FIZZ positions and 15 closed out — a net gain of 10 holders — while 68 added to existing stakes and 80 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $5.77M. The largest seller was Morgan Stanley, cutting an estimated $20.9M.
- 216 institutional investors held National Beverage (FIZZ) as of Q1 2024, up from 210 in Q4 2023.
- Funds reported $1.06B of National Beverage stock for Q1 2024, down 6.7% quarter-over-quarter.
- 25 funds opened new National Beverage positions in Q1 2024 and 15 closed out, a net change of +10 holders.
- The largest National Beverage buyer in Q1 2024 was Citadel Advisors, an estimated $5.77M added.
- The largest National Beverage seller in Q1 2024 was Morgan Stanley, an estimated $20.9M sold.
Based on aggregated 13F filings for Q1 2024.