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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 Market Value Shares Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$9.74K 4,845 -1,305 -21%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$8.38K 4,170 -1,333 -24%
Citigroup
53
Citigroup
New York
$7.69K 3,828 +3,816 +31,800%
AB
54
Amalgamated Bank
New York
$6K 2,952 -250 -8%
Legal & General Group
55
Legal & General Group
United Kingdom
$5.52K 2,745 – –
AIP
56
Ameritas Investment Partners
Nebraska
$4.14K 2,059 – –
WIM
57
Westside Investment Management
California
$4.02K 2,000 +2,000 New
Fidelity Investments
58
Fidelity Investments
Massachusetts
$3.77K 1,876 +884 +89%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$1.98K 1,000 +1,000 New
Osaic Holdings
60
Osaic Holdings
Arizona
$402 200 +200 New
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$384 191 +191 New
FFA
62
Farther Finance Advisors
California
$2 1 +1 New
PCIA
63
Prime Capital Investment Advisors
Kansas
– – -139,074 Closed
Allspring Global Investments
64
Allspring Global Investments
North Carolina
– – -14,013 Closed
AG
65
Algert Global
California
– – -13,740 Closed
VCP
66
Verus Capital Partners
Arizona
– – -11,225 Closed
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
– – -2,940 Closed
Simplex Trading
68
Simplex Trading
Illinois
– – -1,415 Closed
WFA
69
West Financial Advisors
Iowa
– – -1,000 Closed
SCA
70
Stonebridge Capital Advisors
Minnesota
– – -100 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
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