Zevia
ZVIA
63 hedge funds and large institutions have $63.8M invested in Zevia in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 8 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 13
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
9% more funds holding
Funds holding: 58 → 63 (+5)
0.21% less ownership
Funds ownership: 63.57% → 63.37% (-0.21%)
10% less capital invested
Capital invested by funds: $70.7M → $63.8M (-$6.89M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$194K |
| 2 |
BlackRock
New York
|
+$187K |
| 3 |
Morgan Stanley
New York
|
+$126K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$81.2K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$63.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$463K |
| 2 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$436K |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$309K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$64.9K |
| 5 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$40.8K |
ZVIA Hedge Fund Activity: Q4 2023 in Review
63 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Zevia (ZVIA) for Q4 2023, worth a combined $63.8M — down 9.8% from $70.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ZVIA positions and 8 closed out — a net gain of 5 holders — while 22 added to existing stakes and 13 trimmed.
The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $194K. The largest seller was Stephens Inc, cutting an estimated $463K.
- 63 institutional investors held Zevia (ZVIA) as of Q4 2023, up from 58 in Q3 2023.
- Funds reported $63.8M of Zevia stock for Q4 2023, down 9.8% quarter-over-quarter.
- 13 funds opened new Zevia positions in Q4 2023 and 8 closed out, a net change of +5 holders.
- The largest Zevia buyer in Q4 2023 was Jacobs Levy Equity Management, an estimated $194K added.
- The largest Zevia seller in Q4 2023 was Stephens Inc, an estimated $463K sold.
Based on aggregated 13F filings for Q4 2023.