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NBEV

NewAge, Inc. Common Stock (Delaware)

Delisted

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

106 hedge funds and large institutions have $79.5M invested in NewAge, Inc. Common Stock (Delaware) in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

45% more capital invested

Capital invested by funds: $54.9M → $79.5M (+$24.6M)

45% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 29

12% more funds holding

Funds holding: 95106 (+11)

49% less call options, than puts

Call options by funds: $4.99M | Put options by funds: $9.82M

Holders
106
Holders Change
+11
Holders Change %
+11.58%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
27
Reduced
16
Closed
29
Calls
$4.99M
Puts
$9.82M
Net Calls
-$4.83M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$22.1M +$17.9M +3,494,062 +279%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17M +$4.75M +928,126 +34%
State Street
3
State Street
Massachusetts
$5.61M +$5.89M +1,150,101 +2,123%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.93M +$1.75M +341,752 +68%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.93M +$3.35M +654,998 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.79M -$705K -137,643 -19%
Morgan Stanley
7
Morgan Stanley
New York
$2.72M +$1.86M +362,903 +164%
EIM
8
Essex Investment Management
Massachusetts
$1.72M +$1.89M +370,000 New
CS
9
Credit Suisse
Switzerland
$1.55M +$229K +44,788 +16%
PCM
10
Perritt Capital Management
Illinois
$1.51M
SC
11
Sculptor Capital
New York
$1.36M +$284K +55,500 +23%
N
12
Nuveen
North Carolina
$1.34M +$1.48M +288,211 New
RJA
13
Raymond James & Associates
Florida
$1.07M +$299K +58,466 +34%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$973K +$634K +123,900 +146%
Northern Trust
15
Northern Trust
Illinois
$925K +$290K +56,643 +40%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$918K +$709K +138,425 +236%
Charles Schwab
17
Charles Schwab
California
$819K +$771K +150,639 +602%
Barclays
18
Barclays
United Kingdom
$742K -$487K -95,070 -37%
Citadel Advisors
19
Citadel Advisors
Florida
$665K -$350K -68,299 -32%
Wells Fargo
20
Wells Fargo
California
$530K +$332K +64,926 +133%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$519K +$570K +111,376 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$506K +$410K +79,996 +279%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$455K
Squarepoint
24
Squarepoint
New York
$380K +$417K +81,524 New
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$346K +$380K +74,200 New

NBEV Hedge Fund Activity: Q2 2019 in Review

106 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in NewAge, Inc. Common Stock (Delaware) (NBEV) for Q2 2019, worth a combined $79.5M — up 45% from $54.9M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NBEV positions and 29 closed out — a net gain of 13 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $17.9M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $3.3M sold.

  • 106 institutional investors held NewAge, Inc. Common Stock (Delaware) (NBEV) as of Q2 2019, up from 95 in Q1 2019.
  • Funds reported $79.5M of NewAge, Inc. Common Stock (Delaware) stock for Q2 2019, up 45% quarter-over-quarter.
  • 42 funds opened new NewAge, Inc. Common Stock (Delaware) positions in Q2 2019 and 29 closed out, a net change of +13 holders.
  • The largest NewAge, Inc. Common Stock (Delaware) buyer in Q2 2019 was BlackRock, an estimated $17.9M added.
  • The largest NewAge, Inc. Common Stock (Delaware) seller in Q2 2019 was Laurion Capital Management, an estimated $3.3M sold.

Based on aggregated 13F filings for Q2 2019.