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NBEV

NewAge, Inc. Common Stock (Delaware)

Delisted

NBEV was delisted on the 7th of September, 2022.

33 hedge funds and large institutions have $15.1M invested in NewAge, Inc. Common Stock (Delaware) in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 3233 (+1)

39% less capital invested

Capital invested by funds: $24.7M → $15.1M (-$9.58M)

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGC
1
Pacific Grove Capital
California
$3.21M +$1M +236,281 +34%
Russell Investments Group
2
Russell Investments Group
United Kingdom
$3.09M -$910K -214,781 -19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.35M +$148K +35,048 +5%
CCM
4
Cadence Capital Management
Massachusetts
$981K +$1.22M +287,681 New
1CM
5
1492 Capital Management
Wisconsin
$725K -$2.22K -525 -0.2%
TCM
6
Timpani Capital Management
Wisconsin
$708K -$427K -100,846 -33%
GIP
7
Granite Investment Partners
California
$609K -$395K -93,198 -34%
Allianz Asset Management
8
Allianz Asset Management
Germany
$543K +$85.9K +20,287 +15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$476K -$47.5K -11,217 -7%
BlackRock
10
BlackRock
New York
$428K +$228K +53,820 +75%
William Blair & Company
11
William Blair & Company
Illinois
$384K
BA
12
Bard Associates
Illinois
$232K
CBT
13
Capital Bank & Trust
California
$225K -$106K -25,000 -27%
EIM
14
Essex Investment Management
Massachusetts
$204K -$1.38K -326 -0.5%
Bank of America
15
Bank of America
North Carolina
$119K
SMH
16
Sanders Morris Harris
Texas
$102K +$21.2K +5,000 +20%
Northern Trust
17
Northern Trust
Illinois
$100K
JMPWA
18
JP Morgan Private Wealth Advisors
California
$96K -$119K -28,054 -50%
Wolverine Trading
19
Wolverine Trading
Illinois
$72K +$89.8K +21,190 New
HighTower Advisors
20
HighTower Advisors
Illinois
$69K -$8.47K -2,000 -9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$62K +$77.1K +18,204 New
Invesco
22
Invesco
Georgia
$61K +$75.7K +17,871 New
PGIM
23
Pacific Global Investment Management
California
$51K -$43.6K -10,290 -41%
SBSB
24
Sullivan, Bruyette, Speros & Blaney
Virginia
$44K
Bank of New York Mellon
25
Bank of New York Mellon
New York
$42K -$1.33K -313 -2%

NBEV Hedge Fund Activity: Q3 2017 in Review

33 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NewAge, Inc. Common Stock (Delaware) (NBEV) for Q3 2017, worth a combined $15.1M — down 39% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NBEV positions and 6 closed out — a net gain of 2 holders — while 6 added to existing stakes and 14 trimmed.

The largest buyer was Cadence Capital Management, opening a new position worth an estimated $1.22M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $1.4M sold.

  • 33 institutional investors held NewAge, Inc. Common Stock (Delaware) (NBEV) as of Q3 2017, up from 32 in Q2 2017.
  • Funds reported $15.1M of NewAge, Inc. Common Stock (Delaware) stock for Q3 2017, down 39% quarter-over-quarter.
  • 8 funds opened new NewAge, Inc. Common Stock (Delaware) positions in Q3 2017 and 6 closed out, a net change of +2 holders.
  • The largest NewAge, Inc. Common Stock (Delaware) buyer in Q3 2017 was Cadence Capital Management, an estimated $1.22M added.
  • The largest NewAge, Inc. Common Stock (Delaware) seller in Q3 2017 was Driehaus Capital Management, an estimated $1.4M sold.

Based on aggregated 13F filings for Q3 2017.