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National Beverage
FIZZ

Overview Fund Activity

238 hedge funds and large institutions have $965M invested in National Beverage in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+17
Holders Change %
+7.69%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
79
Reduced
79
Closed
25
Calls
$1.49M
Puts
$784K
Net Calls
+$706K
Net Calls Change
+$5.26M

Top Buyers

1
EP
Edgestream Partners
New Jersey
+$7.3M
2
Millennium Management
Millennium Management
New York
+$4.3M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.66M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$2.8M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$2.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.24M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.37M
3
BlackRock
BlackRock
New York
-$1.98M
4
State Street
State Street
Massachusetts
-$1.95M
5
Squarepoint
Squarepoint
New York
-$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$150M -$1.98M -47,689 -1%
Renaissance Technologies
2
Renaissance Technologies
New York
$137M -$685K -16,500 -0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$116M +$2.25M +54,148 +2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$108M +$1.09M +26,291 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.2M +$2.35M +56,595 +5%
State Street
6
State Street
Massachusetts
$37.2M -$1.95M -47,003 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$31.4M +$1.39M +33,493 +5%
Natixis Advisors
8
Natixis Advisors
Massachusetts
$14.3M -$944K -22,732 -6%
Morgan Stanley
9
Morgan Stanley
New York
$14.2M -$13.4K -323 -0.1%
Northern Trust
10
Northern Trust
Illinois
$11.6M -$682K -16,418 -6%
Millennium Management
11
Millennium Management
New York
$11.5M +$4.3M +103,453 +60%
Charles Schwab
12
Charles Schwab
California
$10.8M -$472K -11,368 -4%
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$10.7M +$3.66M +88,176 +52%
Bank of America
14
Bank of America
North Carolina
$9.69M +$1.75M +42,165 +22%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$9.62M +$613K +14,757 +7%
Wells Fargo
16
Wells Fargo
California
$9.3M -$69.5K -1,673 -0.7%
Invesco
17
Invesco
Georgia
$9.07M +$2.44M +58,670 +37%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$8.92M +$542K +13,053 +6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$8.51M -$230K -5,532 -3%
Goldman Sachs
20
Goldman Sachs
New York
$8.17M -$1.4M -33,695 -15%
RAM
21
RK Asset Management
Michigan
$7.92M -$196K -4,717 -2%
Cerity Partners
22
Cerity Partners
New York
$7.79M -$478K -11,495 -6%
EP
23
Edgestream Partners
New Jersey
$7.3M +$7.3M +175,794 New
Citadel Advisors
24
Citadel Advisors
Florida
$7.21M -$4.24M -102,012 -37%
DA
25
Denali Advisors
California
$6.79M +$572K +13,780 +9%
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