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NBEV

NewAge, Inc. Common Stock (Delaware)

Delisted

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

92 hedge funds and large institutions have $49.4M invested in NewAge, Inc. Common Stock (Delaware) in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.71M

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

7% less funds holding

Funds holding: 9992 (-7)

35% less capital invested

Capital invested by funds: $76.5M → $49.4M (-$27M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
92
Holders Change
-7
Holders Change %
-7.07%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
31
Reduced
28
Closed
16
Calls
$3.19M
Puts
$1.71M
Net Calls
+$1.48M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$12.1M -$1.11K -612 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.15M +$229K +125,725 +2%
SM
3
Sabby Management
Florida
$3.18M +$1.02M +558,147 +32%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3M -$222K -121,763 -5%
State Street
5
State Street
Massachusetts
$2.92M +$234K +128,411 +7%
Renaissance Technologies
6
Renaissance Technologies
New York
$2.05M -$343K -188,742 -11%
Northern Trust
7
Northern Trust
Illinois
$1.73M +$365K +200,582 +19%
Morgan Stanley
8
Morgan Stanley
New York
$1.2M +$465K +255,514 +42%
N
9
Nuveen
North Carolina
$1.03M +$93.4K +51,322 +7%
TF
10
Trek Financial
Arizona
$931K +$1.22M +669,520 New
Millennium Management
11
Millennium Management
New York
$876K -$1.14M -624,584 -50%
Marshall Wace
12
Marshall Wace
United Kingdom
$804K +$1.05M +578,655 New
RCM
13
Requisite Capital Management
Texas
$695K
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$594K -$643K -353,455 -45%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$555K -$34.4K -18,885 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$535K +$64.5K +35,471 +10%
Wells Fargo
17
Wells Fargo
California
$528K +$488K +268,109 +241%
JG
18
Jefferies Group
New York
$521K +$682K +375,000 New
CCM
19
Condor Capital Management
New Jersey
$487K +$91K +50,000 +17%
CIM
20
Cambria Investment Management
California
$464K +$28.3K +15,538 +5%
CM
21
Caption Management
Oklahoma
$459K +$99.5K +54,700 +20%
Charles Schwab
22
Charles Schwab
California
$454K
PCM
23
Perritt Capital Management
Illinois
$438K +$229K +126,000 +67%
Nomura Holdings
24
Nomura Holdings
Japan
$408K +$85.5K +47,000 +19%
Group One Trading
25
Group One Trading
Illinois
$338K +$2.47K +1,358 +0.6%

NBEV Hedge Fund Activity: Q3 2021 in Review

92 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NewAge, Inc. Common Stock (Delaware) (NBEV) for Q3 2021, worth a combined $49.4M — down 35% from $76.5M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NBEV and 10 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 31 added.

The largest buyer was Trek Financial, opening a new position worth an estimated $1.22M. The largest seller was Millennium Management, cutting an estimated $1.14M.

  • 92 institutional investors held NewAge, Inc. Common Stock (Delaware) (NBEV) as of Q3 2021, down from 99 in Q2 2021.
  • Funds reported $49.4M of NewAge, Inc. Common Stock (Delaware) stock for Q3 2021, down 35% quarter-over-quarter.
  • 10 funds opened new NewAge, Inc. Common Stock (Delaware) positions in Q3 2021 and 16 closed out, a net change of -6 holders.
  • The largest NewAge, Inc. Common Stock (Delaware) buyer in Q3 2021 was Trek Financial, an estimated $1.22M added.
  • The largest NewAge, Inc. Common Stock (Delaware) seller in Q3 2021 was Millennium Management, an estimated $1.14M sold.

Based on aggregated 13F filings for Q3 2021.