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Zevia
ZVIA

Overview Fund Activity

61 hedge funds and large institutions have $203M invested in Zevia in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
14
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$2.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$984K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$804K
4
Marshall Wace
4
Marshall Wace
United Kingdom
$911K
5
PPA
5
Parametric Portfolio Associates
Washington
$471K

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$513K
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$0
3
UBS AM
3
UBS AM
Illinois
$0
4
PCM
4
Peregrine Capital Management
Minnesota
$0
5
Macquarie Group
5
Macquarie Group
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
51
Amalgamated Financial
New York
$7K 1,546 +1,546 New
AB
52
Amalgamated Bank
New York
$7K 1,546 +1,546 New
Legal & General Group
53
Legal & General Group
United Kingdom
$5K 996 – –
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$4K 1,056 -1,574 -60%
AIP
55
Ameritas Investment Partners
Nebraska
$4K 786 – –
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$4K 950 +950 New
UBS Group
57
UBS Group
Switzerland
$3K 725 -2,319 -76%
Citigroup
58
Citigroup
New York
$3K 721 -2,009 -74%
TWM
59
Tradition Wealth Management
Minnesota
$3K 670 – –
EI
60
Ellevest Inc
New York
$2K 449 +449 New
Federated Hermes
61
Federated Hermes
Pennsylvania
– – -647,400 Closed
UBS AM
62
UBS AM
Illinois
– – -643,879 Closed
PCM
63
Peregrine Capital Management
Minnesota
– – -498,364 Closed
Macquarie Group
64
Macquarie Group
Australia
– – -108,234 Closed
SEI Investments
65
SEI Investments
Pennsylvania
– – -41,156 Closed
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
– – -21,200 Closed
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
– – -11,438 Closed
Goldman Sachs
68
Goldman Sachs
New York
– – -11,393 Closed
ECM
69
ExodusPoint Capital Management
New York
– – -10,917 Closed
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
– – -10,000 Closed
Osaic Holdings
71
Osaic Holdings
Arizona
– – -282 Closed
EWA
72
EverSource Wealth Advisors
Alabama
– – -245 Closed
SCA
73
Stonebridge Capital Advisors
Minnesota
$0 100 – –
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
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