Zevia
ZVIA
50 hedge funds and large institutions have $36.4M invested in Zevia in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 18 closing their positions.
6.36% less ownership
Funds ownership: 63.37% → 57.01% (-6.4%)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
21% less funds holding
Funds holding: 63 → 50 (-13)
43% less capital invested
Capital invested by funds: $63.8M → $36.4M (-$27.4M)
72% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$220K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$138K |
| 3 |
Bank of New York Mellon
New York
|
+$44.4K |
| 4 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$19.7K |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$18.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Lakewood Capital Management
New York
|
-$434K |
| 2 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$308K |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$194K |
| 4 |
Morgan Stanley
New York
|
-$160K |
| 5 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$79.2K |
ZVIA Hedge Fund Activity: Q1 2024 in Review
50 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Zevia (ZVIA) for Q1 2024, worth a combined $36.4M — down 43% from $63.8M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of ZVIA and 5 opened new positions — a net loss of 13 holders — while 17 trimmed existing stakes and 14 added.
The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $220K. The largest seller was Lakewood Capital Management, exiting entirely with an estimated $434K sold.
- 50 institutional investors held Zevia (ZVIA) as of Q1 2024, down from 63 in Q4 2023.
- Funds reported $36.4M of Zevia stock for Q1 2024, down 43% quarter-over-quarter.
- 5 funds opened new Zevia positions in Q1 2024 and 18 closed out, a net change of -13 holders.
- The largest Zevia buyer in Q1 2024 was Buckingham Strategic Wealth, an estimated $220K added.
- The largest Zevia seller in Q1 2024 was Lakewood Capital Management, an estimated $434K sold.
Based on aggregated 13F filings for Q1 2024.