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NBEV

NewAge, Inc. Common Stock (Delaware)

Delisted

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

94 hedge funds and large institutions have $32.8M invested in NewAge, Inc. Common Stock (Delaware) in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

5% less funds holding

Funds holding: 9994 (-5)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

29% less capital invested

Capital invested by funds: $46.2M → $32.8M (-$13.3M)

65% less call options, than puts

Call options by funds: $734K | Put options by funds: $2.08M

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
29
Reduced
27
Closed
16
Calls
$734K
Puts
$2.08M
Net Calls
-$1.34M
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$9.73M +$1.02M +431,173 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.94M +$152K +64,190 +2%
State Street
3
State Street
Massachusetts
$2.6M +$422K +178,151 +14%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.91M +$312K +131,847 +14%
Northern Trust
5
Northern Trust
Illinois
$1.58M -$3.91K -1,653 -0.2%
Morgan Stanley
6
Morgan Stanley
New York
$1.18M +$177K +74,634 +13%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.08M -$294K -124,318 -17%
N
8
Nuveen
North Carolina
$568K -$3.69K -1,557 -0.5%
PCM
9
Perritt Capital Management
Illinois
$567K -$31.2K -13,200 -4%
SC
10
Sculptor Capital
New York
$430K
RJA
11
Raymond James & Associates
Florida
$413K +$109K +46,148 +26%
VF
12
Virtu Financial
New York
$380K +$451K +190,740 +1,058%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$367K +$25.6K +10,796 +6%
ECM
14
ExodusPoint Capital Management
New York
$337K +$439K +185,378 New
Charles Schwab
15
Charles Schwab
California
$334K
Group One Trading
16
Group One Trading
Illinois
$282K +$367K +154,976 New
Wells Fargo
17
Wells Fargo
California
$281K +$15.4K +6,490 +4%
Citigroup
18
Citigroup
New York
$232K +$124K +52,416 +70%
UBS Group
19
UBS Group
Switzerland
$227K +$147K +62,217 +99%
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
$213K
Citadel Advisors
21
Citadel Advisors
Florida
$211K +$219K +92,387 +392%
Barclays
22
Barclays
United Kingdom
$174K -$127K -53,842 -36%
Goldman Sachs
23
Goldman Sachs
New York
$169K -$75.5K -31,914 -26%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$151K -$314K -132,883 -62%
CIM
25
Cambria Investment Management
California
$142K +$109K +45,991 +145%

NBEV Hedge Fund Activity: Q4 2019 in Review

94 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NewAge, Inc. Common Stock (Delaware) (NBEV) for Q4 2019, worth a combined $32.8M — down 29% from $46.2M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NBEV and 12 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 29 added.

The largest buyer was BlackRock, adding an estimated $1.02M. The largest seller was Bank of Montreal, cutting an estimated $314K.

  • 94 institutional investors held NewAge, Inc. Common Stock (Delaware) (NBEV) as of Q4 2019, down from 99 in Q3 2019.
  • Funds reported $32.8M of NewAge, Inc. Common Stock (Delaware) stock for Q4 2019, down 29% quarter-over-quarter.
  • 12 funds opened new NewAge, Inc. Common Stock (Delaware) positions in Q4 2019 and 16 closed out, a net change of -4 holders.
  • The largest NewAge, Inc. Common Stock (Delaware) buyer in Q4 2019 was BlackRock, an estimated $1.02M added.
  • The largest NewAge, Inc. Common Stock (Delaware) seller in Q4 2019 was Bank of Montreal, an estimated $314K sold.

Based on aggregated 13F filings for Q4 2019.