Zevia
ZVIA
62 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.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
11% more funds holding
Funds holding: 56 → 62 (+6)
10.89% less ownership
Funds ownership: 90.4% → 79.51% (-11%)
13% less capital invested
Capital invested by funds: $233M → $203M (-$30.2M)
30% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$3.5M |
| 2 |
Morgan Stanley
New York
|
+$1.46M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.22M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$1.19M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$718K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$7.11M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$4.56M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$4.54M |
| 4 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$3.51M |
| 5 |
Squarepoint
New York
|
-$963K |
ZVIA Hedge Fund Activity: Q1 2022 in Review
62 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Zevia (ZVIA) for Q1 2022, worth a combined $203M — down 13% from $233M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new ZVIA positions and 12 closed out — a net gain of 6 holders — while 14 added to existing stakes and 20 trimmed.
The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $3.5M. The largest seller was Putnam Investments, cutting an estimated $7.11M.
- 62 institutional investors held Zevia (ZVIA) as of Q1 2022, up from 56 in Q4 2021.
- Funds reported $203M of Zevia stock for Q1 2022, down 13% quarter-over-quarter.
- 18 funds opened new Zevia positions in Q1 2022 and 12 closed out, a net change of +6 holders.
- The largest Zevia buyer in Q1 2022 was Kennedy Capital Management, an estimated $3.5M added.
- The largest Zevia seller in Q1 2022 was Putnam Investments, an estimated $7.11M sold.
Based on aggregated 13F filings for Q1 2022.