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59 hedge funds and large institutions have $18.7M invested in Zevia in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

683% more call options, than puts

Call options by funds: $47K | Put options by funds: $6K

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

18% more funds holding

Funds holding: 5059 (+9)

9.39% less ownership

Funds ownership: 57.01%47.61% (-9.4%)

49% less capital invested

Capital invested by funds: $36.4M → $18.7M (-$17.7M)

59% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 17

Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
7
Reduced
17
Closed
14
Calls
$47K
Puts
$6K
Net Calls
+$41K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$862 -$20.3K -21,973 -94%
Macquarie Group
52
Macquarie Group
Australia
$862 +$1.18K +1,277 New
LSA
53
Leonteq Securities AG
Switzerland
$750
Federated Hermes
54
Federated Hermes
Pennsylvania
$601 +$823 +890 New
AAP
55
Arax Advisory Partners
Colorado
$344 +$471 +509 New
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$143 -$20.1K -21,700 -99%
LFG
57
Larson Financial Group
Missouri
$14 +$18 +20 New
EA
58
Emerald Advisers
Pennsylvania
-$1.41M -1,208,245 Closed
EMFAT
59
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$1.17M -1,003,186 Closed
Bank of New York Mellon
60
Bank of New York Mellon
New York
-$123K -105,458 Closed
NL
61
NWAM LLC
Washington
-$42K -35,866 Closed
N
62
Nuveen
North Carolina
-$40K -34,161 Closed
XT
63
XTX Topco
Cayman Islands
-$32.4K -27,717 Closed
AIG
64
American International Group
New York
-$14.6K -12,485 Closed
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
-$13K -11,399 Closed
Invesco
66
Invesco
Georgia
-$13.3K -11,380 Closed
Legal & General Group
67
Legal & General Group
United Kingdom
-$3.22K -2,745 Closed
AIP
68
Ameritas Investment Partners
Nebraska
-$2.41K -2,059 Closed
AB
69
Amalgamated Bank
New York
-$1K -841 Closed
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
-$473 -512 -86%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
-$197 -168 Closed
AWM
72
Avior Wealth Management
Nebraska
-$3 -3 Closed
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
+$365 +395 +9,875%

ZVIA Hedge Fund Activity: Q2 2024 in Review

59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zevia (ZVIA) for Q2 2024, worth a combined $18.7M — down 49% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ZVIA positions and 14 closed out — a net gain of 9 holders — while 7 added to existing stakes and 17 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $328K. The largest seller was Emerald Advisers, exiting entirely with an estimated $1.41M sold.

  • 59 institutional investors held Zevia (ZVIA) as of Q2 2024, up from 50 in Q1 2024.
  • Funds reported $18.7M of Zevia stock for Q2 2024, down 49% quarter-over-quarter.
  • 23 funds opened new Zevia positions in Q2 2024 and 14 closed out, a net change of +9 holders.
  • The largest Zevia buyer in Q2 2024 was Millennium Management, an estimated $328K added.
  • The largest Zevia seller in Q2 2024 was Emerald Advisers, an estimated $1.41M sold.

Based on aggregated 13F filings for Q2 2024.