Zevia
ZVIA
47 hedge funds and large institutions have $78.3M invested in Zevia in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 23 reducing their positions, and 23 closing their positions.
8.33% less ownership
Funds ownership: 79.51% → 71.18% (-8.3%)
24% less funds holding
Funds holding: 62 → 47 (-15)
57% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 23
61% less capital invested
Capital invested by funds: $203M → $78.3M (-$125M)
65% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$1.07M |
| 2 |
SG
Stonnington Group
Pasadena,
California
|
+$607K |
| 3 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$367K |
| 4 |
Millennium Management
New York
|
+$223K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$2.23M |
| 2 |
BlackRock
New York
|
-$1.41M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$557K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$543K |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$513K |
ZVIA Hedge Fund Activity: Q2 2022 in Review
47 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Zevia (ZVIA) for Q2 2022, worth a combined $78.3M — down 61% from $203M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of ZVIA and 10 opened new positions — a net loss of 13 holders — while 23 trimmed existing stakes and 8 added.
The largest buyer was Emerald Mutual Fund Advisers Trust, adding an estimated $1.07M. The largest seller was Champlain Investment Partners, cutting an estimated $2.23M.
- 47 institutional investors held Zevia (ZVIA) as of Q2 2022, down from 62 in Q1 2022.
- Funds reported $78.3M of Zevia stock for Q2 2022, down 61% quarter-over-quarter.
- 10 funds opened new Zevia positions in Q2 2022 and 23 closed out, a net change of -13 holders.
- The largest Zevia buyer in Q2 2022 was Emerald Mutual Fund Advisers Trust, an estimated $1.07M added.
- The largest Zevia seller in Q2 2022 was Champlain Investment Partners, an estimated $2.23M sold.
Based on aggregated 13F filings for Q2 2022.