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Zevia
ZVIA

Overview Fund Activity

62 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, 21 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
62
Holders Change
+5
Holders Change %
+8.77%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
13
Closed
8
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
-$89K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$194K
2
BlackRock
2
BlackRock
New York
$3.27M
3
Morgan Stanley
3
Morgan Stanley
New York
$290K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.69M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.49M

Top Sellers

1
SI
1
Stephens Inc
Arkansas
$32.3K
2
ACA
2
Anchor Capital Advisors
Massachusetts
$79.2K
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27K
5
EA
5
Emerald Advisers
Pennsylvania
$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$62.8K -$39.7K -19,756 -39%
UBS Group
27
UBS Group
Switzerland
$58.9K +$32.8K +16,319 +126%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$53.7K +$21.3K +10,575 +65%
CFA
29
Capstone Financial Advisors
Illinois
$50.3K +$20.1K +10,000 +67%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$49.3K +$23.2K +11,519 +89%
Bank of America
31
Bank of America
North Carolina
$48.1K +$21K +10,428 +77%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$46.3K +$999 +497 +2%
Renaissance Technologies
33
Renaissance Technologies
New York
$45K -$6.08K -3,000 -12%
PCM
34
Prelude Capital Management
New York
$44.5K – – –
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$44K -$104 -52 -0.2%
Jane Street
36
Jane Street
New York
$37.6K +$37.6K +18,685 New
SI
37
Stephens Inc
Arkansas
$32.3K -$464K -230,920 -93%
Citadel Advisors
38
Citadel Advisors
Florida
$30.4K +$30.4K +15,130 New
TAM
39
Tocqueville Asset Management
New York
$30.2K – – –
XT
40
XTX Topco
Cayman Islands
$30.1K +$30.1K +14,961 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$27K -$64.6K -32,373 -71%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$25.7K +$3.28K +1,630 +15%
AIG
43
American International Group
New York
$25.3K +$293 +146 +1%
Goldman Sachs
44
Goldman Sachs
New York
$24.2K +$24.2K +12,040 New
Invesco
45
Invesco
Georgia
$23K +$58 +29 +0.3%
VF
46
Virtu Financial
New York
$22K +$22K +10,739 New
SG Americas Securities
47
SG Americas Securities
New York
$20K +$20K +10,097 New
Wells Fargo
48
Wells Fargo
California
$18.6K +$3.24K +1,611 +21%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$17K +$9.78K +4,947 +135%
PCM
50
Penserra Capital Management
California
$14K -$5.59K -2,817 -29%
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