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Zevia
ZVIA

Overview Fund Activity

62 hedge funds and large institutions have $120M invested in Zevia in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
16
Closed
5
Calls
$132K
Puts
$8K
Net Calls
+$124K
Net Calls Change
-$37K

Top Buyers

1
BWP
1
BSW Wealth Partners
Colorado
$1.54M
2
Millennium Management
2
Millennium Management
New York
$665K
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$555K
4
Goldman Sachs
4
Goldman Sachs
New York
$321K
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.89M

Top Sellers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$0
2
Man Group
2
Man Group
United Kingdom
$234K
3
KCM
3
Kennedy Capital Management
Missouri
$1.73M
4
SG
4
Stonnington Group
California
$784K
5
TPA
5
Trivium Point Advisory
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$222K 57,667 -8,562 -13%
Squarepoint
27
Squarepoint
New York
$204K 52,936 +52,936 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$194K 50,346 +50,346 New
HighTower Advisors
29
HighTower Advisors
Illinois
$193K 50,000 – –
6CM
30
683 Capital Management
New York
$174K 45,284 – –
RP
31
Riverwater Partners
Wisconsin
$162K 41,963 -12,810 -23%
NL
32
NWAM LLC
Washington
$138K 35,866 – –
BCM
33
Bridgeway Capital Management
Texas
$135K 35,000 – –
LCM
34
Legato Capital Management
California
$133K 34,531 -16,400 -32%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$99.4K 25,813 +15,132 +142%
BFM
36
Boothbay Fund Management
New York
$97.4K 25,288 +1,575 +7%
Charles Schwab
37
Charles Schwab
California
$77K 20,011 – –
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$72.9K 18,923 +18,923 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$60.8K 15,785 – –
Bank of America
40
Bank of America
North Carolina
$60.2K 15,645 +15,276 +4,140%
PCM
41
Penserra Capital Management
California
$58K 15,320 +14,160 +1,221%
TAM
42
Tocqueville Asset Management
New York
$57.8K 15,000 – –
AG
43
Algert Global
California
$53K 13,740 – –
VCP
44
Verus Capital Partners
Arizona
$51K 13,250 -2,100 -14%
JF
45
Jump Financial
Illinois
$47.6K 12,356 -1,292 -9%
FMB
46
Field & Main Bank
Kentucky
$38.5K 10,000 – –
Citadel Advisors
47
Citadel Advisors
Florida
$36.5K 9,486 -3,462 -27%
Barclays
48
Barclays
United Kingdom
$26K 6,843 -5,874 -46%
UBS Group
49
UBS Group
Switzerland
$13.8K 3,580 +3,459 +2,859%
Wells Fargo
50
Wells Fargo
California
$11K 2,870 +1,005 +54%
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